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

MinichMacGregor 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
2026 Q3	$312K	Sell	1,232 -3,882	-76%	-$910K	0.05%	110
2026 Q2	$1.46M	Sell	5,114 -1,683	-25%	-$389K	0.22%	53
2026 Q1	$983K	Sell	6,797 -944	-12%	-$142K	0.17%	52
2025 Q4	$1M	Buy	7,741 +5,354	+224%	+$662K	0.18%	55
2025 Q3	$267K	Buy	+2,387	New	+$241K	0.05%	117
2024 Q4	–	Sell	-7,693	Closed	-$718K	–	123
2024 Q3	$718K	Sell	7,693 -372	-5%	-$34.7K	0.15%	57
2024 Q2	$805K	Sell	8,065 -115	-1%	-$10.6K	0.2%	52
2024 Q1	$744K	Sell	8,180 -803	-9%	-$68.2K	0.19%	55
2023 Q4	$732K	Sell	8,983 -42,427	-83%	-$3.02M	0.21%	47
2023 Q3	$3.48M	Sell	51,410 -7,131	-12%	-$502K	1.15%	34
2023 Q2	$4.17M	Sell	58,541 -1,067	-2%	-$68.3K	1.3%	24
2023 Q1	$3.86M	Buy	+59,608	New	+$3.62M	1.28%	26

Other funds holding FTXL

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

MinichMacGregor Wealth Management's FTXL Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its First Trust Nasdaq Semiconductor ETF (FTXL) stake by 76% in Q3 2026, selling an estimated $910K and leaving 1,232 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #110.

MinichMacGregor Wealth Management first reported a position in FTXL in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.17M in Q2 2023. 50 funds tracked by Wall St. Rank hold FTXL as of Q3 2026.

MinichMacGregor Wealth Management held 1,232 shares of First Trust Nasdaq Semiconductor ETF worth $312K as of Q3 2026.
MinichMacGregor Wealth Management sold 3,882 First Trust Nasdaq Semiconductor ETF shares in Q3 2026, an estimated $910K.
First Trust Nasdaq Semiconductor ETF made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #110 holding.
MinichMacGregor Wealth Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2023 and has held it in 12 quarters since.
MinichMacGregor Wealth Management's First Trust Nasdaq Semiconductor ETF position peaked at $4.17M in Q2 2023.
50 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.