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Guardian Wealth Advisors (North Carolina)’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024
Q4 		– Sell
-35
Closed -$3.27K – 525
2024
Q3 		$3.27K Hold
35
– – ﹤0.01% 418
2024
Q2 		$3.5K Hold
35
– – ﹤0.01% 399
2024
Q1 		$3.17K Sell
35
-506
-94% -$43K ﹤0.01% 420
2023
Q4 		$44.1K Buy
+541
New +$38.5K 0.01% 311

Other funds holding FTXL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FTXL Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2024, closing a stake of 35 shares — an estimated $3.27K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FTXL in Q4 2023 and held it in 4 quarters. The position peaked at $44.1K in Q4 2023. 121 funds tracked by Wall St. Rank hold FTXL as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 35 First Trust Nasdaq Semiconductor ETF shares in Q4 2024, an estimated $3.27K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2023 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s First Trust Nasdaq Semiconductor ETF position peaked at $44.1K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.