Oak Family Advisors’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Oak Family Advisors’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 Q2	$2.24M	Buy	+7,872	New	+$1.82M	0.57%	49

Other funds holding FTXL

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Oak Family Advisors's FTXL Position: Q2 2026 in Review

Oak Family Advisors opened a new position in First Trust Nasdaq Semiconductor ETF (FTXL) in Q2 2026: 7,872 shares worth $2.24M. The stake represents 0.57% of the portfolio and ranks #49 among its holdings.

47 funds tracked by Wall St. Rank hold FTXL as of Q2 2026.

Oak Family Advisors held 7,872 shares of First Trust Nasdaq Semiconductor ETF worth $2.24M as of Q2 2026.
First Trust Nasdaq Semiconductor ETF was a new Oak Family Advisors position in Q2 2026.
First Trust Nasdaq Semiconductor ETF made up 0.57% of Oak Family Advisors's portfolio in Q2 2026, its #49 holding.
47 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.