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Turtle Creek Wealth Advisors’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Turtle Creek Wealth 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
Q1 		– Sell
-457
Closed -$37.3K – 432
2023
Q4 		$37.3K Buy
+457
New +$32.6K 0.01% 307

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
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Turtle Creek Wealth Advisors's FTXL Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q1 2024, closing a stake of 457 shares — an estimated $37.3K sold.

Turtle Creek Wealth Advisors first reported a position in FTXL in Q4 2023 and held it in 1 quarter. The position peaked at $37.3K in Q4 2023. 108 funds tracked by Wall St. Rank hold FTXL as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 457 First Trust Nasdaq Semiconductor ETF shares in Q1 2024, an estimated $37.3K.
  • Turtle Creek Wealth Advisors first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's First Trust Nasdaq Semiconductor ETF position peaked at $37.3K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.