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Cyndeo Wealth Partners’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Cyndeo Wealth 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
2026
Q1 		$1.71M Buy
+11,575
New +$1.75M 0.09% 183
2024
Q4 		– Sell
-23,014
Closed -$2.15M – 451
2024
Q3 		$2.15M Sell
23,014
-513
-2% -$47.8K 0.15% 158
2024
Q2 		$2.35M Sell
23,527
-5,430
-19% -$499K 0.18% 145
2024
Q1 		$2.62M Sell
28,957
-9,863
-25% -$837K 0.22% 129
2023
Q4 		$3.17M Sell
38,820
-56,869
-59% -$4.05M 0.29% 100
2023
Q3 		$6.47M Sell
95,689
-1,721
-2% -$121K 0.67% 42
2023
Q2 		$6.93M Buy
+97,410
New +$6.23M 0.72% 41

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return