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Financial Advocates Investment Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Financial Advocates Investment Management’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
-5,271
Closed -$342K – 721
2023
Q1 		$342K Buy
+5,271
New +$320K 0.02% 513

Other funds holding FTXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $33.6B AUM 31.03% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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 $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's FTXL Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q2 2023, closing a stake of 5,271 shares — an estimated $342K sold.

Financial Advocates Investment Management first reported a position in FTXL in Q1 2023 and held it in 1 quarter. The position peaked at $342K in Q1 2023. 91 funds tracked by Wall St. Rank hold FTXL as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,271 First Trust Nasdaq Semiconductor ETF shares in Q2 2023, an estimated $342K.
  • Financial Advocates Investment Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's First Trust Nasdaq Semiconductor ETF position peaked at $342K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.