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

Kingsview 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
2023 Q4	–	Sell	-15,561	Closed	-$1.05M	–	971
2023 Q3	$1.05M	Sell	15,561 -14,552	-48%	-$1.02M	0.04%	416
2023 Q2	$2.14M	Buy	+30,113	New	+$1.93M	0.08%	241
2020 Q1	–	Sell	-25,387	Closed	-$1.05M	–	529
2019 Q4	$1.05M	Buy	+25,387	New	+$963K	0.13%	187

Other funds holding FTXL

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Kingsview Wealth Management's FTXL Position: Q4 2023 in Review

Kingsview Wealth Management sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2023, closing a stake of 15,561 shares — an estimated $1.05M sold.

Kingsview Wealth Management first reported a position in FTXL in Q4 2019 and held it in 3 quarters. The position peaked at $2.14M in Q2 2023. 109 funds tracked by Wall St. Rank hold FTXL as of Q4 2023.

Kingsview Wealth Management reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 15,561 First Trust Nasdaq Semiconductor ETF shares in Q4 2023, an estimated $1.05M.
Kingsview Wealth Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2019 and held it in 3 quarters.
Kingsview Wealth Management's First Trust Nasdaq Semiconductor ETF position peaked at $2.14M in Q2 2023.
109 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.