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Twin Peaks Wealth Advisors’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Twin Peaks 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
2026
Q1 		$775K Buy
5,256
+648
+14% +$97.8K 0.2% 80
2025
Q4 		$716K Buy
4,608
+113
+3% +$14K 0.21% 85
2025
Q3 		$503K Hold
4,495
– – 0.17% 100
2025
Q2 		$456K Hold
4,495
– – 0.15% 101
2025
Q1 		$315K Buy
4,495
+395
+10% +$34K 0.14% 109
2024
Q4 		$358K Hold
4,100
– – 0.15% 99
2024
Q3 		$382K Hold
4,100
– – 0.18% 87
2024
Q2 		$409K Hold
4,100
– – 0.2% 82
2024
Q1 		$371K Hold
4,100
– – 0.21% 82
2023
Q4 		$334K Buy
+4,100
New +$292K 0.21% 92

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Morgan Stanley
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Wells Fargo
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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