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Iron Horse Wealth Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Iron Horse 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
2024
Q1 		– Sell
-82
Closed -$6.68K – 483
2023
Q4 		$6.68K Hold
82
– – ﹤0.01% 229
2023
Q3 		$5.55K Buy
+82
New +$5.77K ﹤0.01% 247

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Iron Horse Wealth Management's FTXL Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q1 2024, closing a stake of 82 shares — an estimated $6.68K sold.

Iron Horse Wealth Management first reported a position in FTXL in Q3 2023 and held it in 2 quarters. The position peaked at $6.68K in Q4 2023. 108 funds tracked by Wall St. Rank hold FTXL as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 82 First Trust Nasdaq Semiconductor ETF shares in Q1 2024, an estimated $6.68K.
  • Iron Horse Wealth Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q3 2023 and held it in 2 quarters.
  • Iron Horse Wealth Management's First Trust Nasdaq Semiconductor ETF position peaked at $6.68K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.