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Orion Portfolio Solutions’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-207
Closed -$9K – 1017
2020
Q2 		$9K Sell
207
-54
-21% -$2.13K ﹤0.01% 1246
2020
Q1 		$9K Buy
+261
New +$10.1K ﹤0.01% 1104

Other funds holding FTXL

FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's FTXL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q3 2020, closing a stake of 207 shares — an estimated $9K sold.

Orion Portfolio Solutions first reported a position in FTXL in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 23 funds tracked by Wall St. Rank hold FTXL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 207 First Trust Nasdaq Semiconductor ETF shares in Q3 2020, an estimated $9K.
  • Orion Portfolio Solutions first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's First Trust Nasdaq Semiconductor ETF position peaked at $9K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.