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

Stonebridge Financial 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
2022 Q1	–	Sell	-760	Closed	-$50K	–	203
2021 Q4	$50K	Hold	760	–	–	0.03%	218
2021 Q3	$56K	Buy	760 +360	+90%	+$24.4K	0.03%	210
2021 Q2	$27K	Hold	400	–	–	0.01%	277
2021 Q1	$27K	Hold	400	–	–	0.02%	270
2020 Q4	$24K	Hold	400	–	–	0.02%	260
2020 Q3	$21K	Hold	400	–	–	0.02%	265
2020 Q2	$18K	Hold	400	–	–	0.02%	272
2020 Q1	$14K	Hold	400	–	–	0.01%	276
2019 Q4	$16K	Buy	+400	New	+$15.2K	0.01%	256

Other funds holding FTXL

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWM

Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stonebridge Financial Planning Group's FTXL Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q1 2022, closing a stake of 760 shares — an estimated $50K sold.

Stonebridge Financial Planning Group first reported a position in FTXL in Q4 2019 and held it in 9 quarters. The position peaked at $56K in Q3 2021. 43 funds tracked by Wall St. Rank hold FTXL as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 760 First Trust Nasdaq Semiconductor ETF shares in Q1 2022, an estimated $50K.
Stonebridge Financial Planning Group first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's First Trust Nasdaq Semiconductor ETF position peaked at $56K in Q3 2021.
43 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.