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Regal Investment Advisors’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Regal Investment 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
2024
Q3 		– Sell
-3,553
Closed -$355K – 531
2024
Q2 		$355K Buy
3,553
+4
+0.1% +$367 0.02% 421
2024
Q1 		$321K Buy
3,549
+3
+0.1% +$255 0.02% 445
2023
Q4 		$289K Buy
3,546
+8
+0.2% +$570 0.02% 426
2023
Q3 		$239K Buy
3,538
+7
+0.2% +$493 0.02% 435
2023
Q2 		$251K Buy
3,531
+5
+0.1% +$320 0.02% 430
2023
Q1 		$229K Buy
+3,526
New +$214K 0.02% 453
2022
Q3 		– Sell
-3,917
Closed -$208K – 503
2022
Q2 		$208K Buy
3,917
+6
+0.2% +$362 0.02% 454
2022
Q1 		$275K Buy
3,911
+71
+2% +$5.03K 0.03% 436
2021
Q4 		$312K Buy
3,840
+135
+4% +$10.1K 0.03% 422
2021
Q3 		$251K Buy
3,705
+3
+0.1% +$203 0.02% 462
2021
Q2 		$254K Buy
+3,702
New +$239K 0.03% 454
2021
Q1 		– Sell
-3,700
Closed -$221K – 171
2020
Q4 		$221K Buy
+3,700
New +$201K 0.03% 427
2020
Q3 		– Sell
-5,378
Closed -$236K – 80
2020
Q2 		$236K Buy
+5,378
New +$212K 0.04% 281

Other funds holding FTXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Regal Investment Advisors's FTXL Position: Q3 2024 in Review

Regal Investment Advisors sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q3 2024, closing a stake of 3,553 shares — an estimated $355K sold.

Regal Investment Advisors first reported a position in FTXL in Q2 2020 and held it in 13 quarters. The position peaked at $355K in Q2 2024. 129 funds tracked by Wall St. Rank hold FTXL as of Q3 2024.

  • Regal Investment Advisors reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 3,553 First Trust Nasdaq Semiconductor ETF shares in Q3 2024, an estimated $355K.
  • Regal Investment Advisors first reported a position in First Trust Nasdaq Semiconductor ETF in Q2 2020 and held it in 13 quarters.
  • Regal Investment Advisors's First Trust Nasdaq Semiconductor ETF position peaked at $355K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.