TWM
FTXL icon

TriaGen Wealth Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

TriaGen Wealth Management’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
Q1 		$1.16M Sell
7,892
-9,536
-55% -$1.44M 0.32% 70
2025
Q4 		$2.26M Buy
+17,428
New +$2.15M 0.58% 45
2025
Q1 		– Sell
-11,976
Closed -$1.05M – 176
2024
Q4 		$1.05M Sell
11,976
-16,805
-58% -$1.52M 0.35% 68
2024
Q3 		$2.68M Buy
28,781
+187
+0.7% +$17.4K 0.9% 24
2024
Q2 		$2.86M Sell
28,594
-155
-0.5% -$14.2K 1.1% 22
2024
Q1 		$2.6M Buy
28,749
+885
+3% +$75.1K 1.08% 21
2023
Q4 		$2.27M Sell
27,864
-1,789
-6% -$127K 1.08% 22
2023
Q3 		$2.01M Buy
29,653
+1,622
+6% +$114K 1.02% 26
2023
Q2 		$2M Buy
28,031
+13,789
+97% +$882K 0.91% 30
2023
Q1 		$923K Buy
+14,242
New +$864K 0.46% 63

Other funds holding FTXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return