True Link Financial Advisors’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

True Link Financial 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
2023 Q4	–	Sell	-6,500	Closed	-$440K	–	77
2023 Q3	$440K	Hold	6,500	–	–	0.05%	77
2023 Q2	$463K	Hold	6,500	–	–	0.06%	78
2023 Q1	$421K	Hold	6,500	–	–	0.05%	84
2022 Q4	$346K	Hold	6,500	–	–	0.05%	89
2022 Q3	$317K	Hold	6,500	–	–	0.05%	105
2022 Q2	$345K	Hold	6,500	–	–	0.05%	103
2022 Q1	$458K	Buy	+6,500	New	+$460K	0.07%	84

Other funds holding FTXL

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BFEC

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

True Link Financial Advisors's FTXL Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2023, closing a stake of 6,500 shares — an estimated $440K sold.

True Link Financial Advisors first reported a position in FTXL in Q1 2022 and held it in 7 quarters. The position peaked at $463K in Q2 2023. 109 funds tracked by Wall St. Rank hold FTXL as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 6,500 First Trust Nasdaq Semiconductor ETF shares in Q4 2023, an estimated $440K.
True Link Financial Advisors first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2022 and held it in 7 quarters.
True Link Financial Advisors's First Trust Nasdaq Semiconductor ETF position peaked at $463K in Q2 2023.
109 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.