Fulcrum Equity Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Fulcrum Equity 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
2026 Q2	$542K	Sell	1,903 -415	-18%	-$96K	0.4%	60
2026 Q1	$342K	Sell	2,318 -334	-13%	-$50.4K	0.33%	77
2025 Q4	$344K	Buy	+2,652	New	+$328K	0.33%	75
2021 Q2	–	Sell	-52,166	Closed	-$3.37M	–	200
2021 Q1	$3.37M	Sell	52,166 -5,111	-9%	-$327K	1.33%	18
2020 Q4	$3.42M	Sell	57,277 -1,637	-3%	-$88.9K	1.37%	18
2020 Q3	$2.81M	Buy	58,914 +48,005	+440%	+$2.23M	1.3%	14
2020 Q2	$479K	Buy	+10,909	New	+$430K	0.23%	81

Other funds holding FTXL

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return