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Equitable Trust’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Equitable Trust’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
Q3 		$1.44M Hold
5,707
– – 0.06% 192
2026
Q2 		$1.63M Hold
5,707
– – 0.07% 185
2026
Q1 		$842K Buy
5,707
+3,775
+195% +$570K 0.04% 246
2025
Q4 		$250K Buy
+1,932
New +$239K 0.01% 408

Other funds holding FTXL

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FA
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Equitable Trust's FTXL Position: Q3 2026 in Review

Equitable Trust held its First Trust Nasdaq Semiconductor ETF (FTXL) position steady in Q3 2026 at 5,707 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #192.

Equitable Trust first reported a position in FTXL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q2 2026. 24 funds tracked by Wall St. Rank hold FTXL as of Q3 2026.

  • Equitable Trust held 5,707 shares of First Trust Nasdaq Semiconductor ETF worth $1.44M as of Q3 2026.
  • Equitable Trust left its First Trust Nasdaq Semiconductor ETF share count unchanged in Q3 2026.
  • First Trust Nasdaq Semiconductor ETF made up 0.06% of Equitable Trust's portfolio in Q3 2026, its #192 holding.
  • Equitable Trust first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
  • Equitable Trust's First Trust Nasdaq Semiconductor ETF position peaked at $1.63M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.