FWM
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Focused Wealth Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Focused Wealth 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
2019
Q1 		– Sell
-886
Closed -$23K – 720
2018
Q4 		$23K Buy
+886
New +$24.2K 0.01% 368

Other funds holding FTXL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Focused Wealth Management's FTXL Position: Q1 2019 in Review

Focused Wealth Management sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q1 2019, closing a stake of 886 shares — an estimated $23K sold.

Focused Wealth Management first reported a position in FTXL in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 15 funds tracked by Wall St. Rank hold FTXL as of Q1 2019.

  • Focused Wealth Management reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q1 2019 after selling out during the quarter.
  • Focused Wealth Management sold 886 First Trust Nasdaq Semiconductor ETF shares in Q1 2019, an estimated $23K.
  • Focused Wealth Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2018 and held it in 1 quarter.
  • Focused Wealth Management's First Trust Nasdaq Semiconductor ETF position peaked at $23K in Q4 2018.
  • 15 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q1 2019.

Based on Focused Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.