CMP
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Coston McIsaac & Partners’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Coston McIsaac & Partners’s Portfolio FTXL Stock Details FTXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$2K – 791
2023
Q1 		$2K Buy
+40
New +$2.43K ﹤0.01% 692

Other funds holding FTXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coston McIsaac & Partners's FTXL Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q2 2023, closing a stake of 40 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in FTXL in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 91 funds tracked by Wall St. Rank hold FTXL as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 40 First Trust Nasdaq Semiconductor ETF shares in Q2 2023, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2023 and held it in 1 quarter.
  • Coston McIsaac & Partners's First Trust Nasdaq Semiconductor ETF position peaked at $2K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.