LFG
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Larson Financial Group’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Larson Financial Group’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
2019
Q4 		– Sell
-301
Closed -$10K – 602
2019
Q3 		$10K Buy
+301
New +$10.2K 0.01% 305

Other funds holding FTXL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Larson Financial Group's FTXL Position: Q4 2019 in Review

Larson Financial Group sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2019, closing a stake of 301 shares — an estimated $10K sold.

Larson Financial Group first reported a position in FTXL in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 30 funds tracked by Wall St. Rank hold FTXL as of Q4 2019.

  • Larson Financial Group reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q4 2019 after selling out during the quarter.
  • Larson Financial Group sold 301 First Trust Nasdaq Semiconductor ETF shares in Q4 2019, an estimated $10K.
  • Larson Financial Group first reported a position in First Trust Nasdaq Semiconductor ETF in Q3 2019 and held it in 1 quarter.
  • Larson Financial Group's First Trust Nasdaq Semiconductor ETF position peaked at $10K in Q3 2019.
  • 30 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2019.

Based on Larson Financial Group's 13F filing for Q4 2019, filed 10 Jan 2020.