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

Harmony 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
2024
Q4 		– Sell
-26,942
Closed -$2.51M – 164
2024
Q3 		$2.51M Hold
26,942
– – 0.92% 31
2024
Q2 		$2.69M Sell
26,942
-48
-0.2% -$4.41K 1.13% 28
2024
Q1 		$2.44M Hold
26,990
– – 1.01% 32
2023
Q4 		$2.2M Buy
+26,990
New +$1.92M 0.93% 35

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 $1.28B AUM 27.63% 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

Harmony Asset Management's FTXL Position: Q4 2024 in Review

Harmony Asset Management sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2024, closing a stake of 26,942 shares — an estimated $2.51M sold.

Harmony Asset Management first reported a position in FTXL in Q4 2023 and held it in 4 quarters. The position peaked at $2.69M in Q2 2024. 121 funds tracked by Wall St. Rank hold FTXL as of Q4 2024.

  • Harmony Asset Management reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Harmony Asset Management sold 26,942 First Trust Nasdaq Semiconductor ETF shares in Q4 2024, an estimated $2.51M.
  • Harmony Asset Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2023 and held it in 4 quarters.
  • Harmony Asset Management's First Trust Nasdaq Semiconductor ETF position peaked at $2.69M in Q2 2024.
  • 121 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2024.

Based on Harmony Asset Management's 13F filing for Q4 2024, filed 18 Feb 2025.