FGAM
FTXL icon

Financial Gravity Asset Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Financial Gravity Asset 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
Q3 		– Sell
-300
Closed -$21 – 1442
2023
Q2 		$21 Buy
+300
New +$19.2K ﹤0.01% 1485

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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Financial Gravity Asset Management's FTXL Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q3 2023, closing a stake of 300 shares — an estimated $21 sold.

Financial Gravity Asset Management first reported a position in FTXL in Q2 2023 and held it in 1 quarter. The position peaked at $21 in Q2 2023. 96 funds tracked by Wall St. Rank hold FTXL as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 300 First Trust Nasdaq Semiconductor ETF shares in Q3 2023, an estimated $21.
  • Financial Gravity Asset Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q2 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's First Trust Nasdaq Semiconductor ETF position peaked at $21 in Q2 2023.
  • 96 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.