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Tyler-Stone Wealth Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-316
Closed -$31.6K – 537
2024
Q2 		$31.6K Hold
316
– – 0.01% 443
2024
Q1 		$28.6K Hold
316
– – 0.01% 458
2023
Q4 		$25.8K Hold
316
– – 0.01% 463
2023
Q3 		$21K Buy
316
+41
+15% +$2.88K 0.01% 473
2023
Q2 		$20K Buy
+275
New +$17.6K 0.01% 484
2022
Q4 		$15K Hold
275
– – 0.01% 487
2022
Q3 		$13K Hold
275
– – 0.01% 499
2022
Q2 		$15K Hold
275
– – 0.01% 489
2022
Q1 		$19K Hold
275
– – 0.01% 479
2021
Q4 		$22K Buy
+275
New +$20.5K 0.01% 480

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Tyler-Stone Wealth Management's FTXL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q3 2024, closing a stake of 316 shares — an estimated $31.6K sold.

Tyler-Stone Wealth Management first reported a position in FTXL in Q4 2021 and held it in 10 quarters. The position peaked at $31.6K in Q2 2024. 129 funds tracked by Wall St. Rank hold FTXL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 316 First Trust Nasdaq Semiconductor ETF shares in Q3 2024, an estimated $31.6K.
  • Tyler-Stone Wealth Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's First Trust Nasdaq Semiconductor ETF position peaked at $31.6K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.