Peak Planning Group’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Peak Planning 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
2025 Q1	–	Sell	-2,770	Closed	-$242K	–	126
2024 Q4	$242K	Sell	2,770 -834	-23%	-$75.5K	0.1%	103
2024 Q3	$336K	Sell	3,604 -494	-12%	-$46K	0.15%	87
2024 Q2	$409K	Buy	4,098 +1,580	+63%	+$145K	0.2%	72
2024 Q1	$228K	Buy	+2,518	New	+$214K	0.14%	70

Other funds holding FTXL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KWM

Kiker Wealth Management Jasper, Georgia $209M AUM 42.46% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Peak Planning Group's FTXL Position: Q1 2025 in Review

Peak Planning Group sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q1 2025, closing a stake of 2,770 shares — an estimated $242K sold.

Peak Planning Group first reported a position in FTXL in Q1 2024 and held it in 4 quarters. The position peaked at $409K in Q2 2024. 105 funds tracked by Wall St. Rank hold FTXL as of Q1 2025.

Peak Planning Group reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Peak Planning Group sold 2,770 First Trust Nasdaq Semiconductor ETF shares in Q1 2025, an estimated $242K.
Peak Planning Group first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2024 and held it in 4 quarters.
Peak Planning Group's First Trust Nasdaq Semiconductor ETF position peaked at $409K in Q2 2024.
105 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q1 2025.

Based on Peak Planning Group's 13F filing for Q1 2025, filed 24 Jun 2026.