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WealthPLAN Partners’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-41
Closed -$2.92K – 600
2023
Q2 		$2.92K Hold
41
– – ﹤0.01% 1012
2023
Q1 		$2.66K Buy
+41
New +$2.49K ﹤0.01% 1099

Other funds holding FTXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

WealthPLAN Partners's FTXL Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q3 2023, closing a stake of 41 shares — an estimated $2.92K sold.

WealthPLAN Partners first reported a position in FTXL in Q1 2023 and held it in 2 quarters. The position peaked at $2.92K in Q2 2023. 97 funds tracked by Wall St. Rank hold FTXL as of Q3 2023.

  • WealthPLAN Partners reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 41 First Trust Nasdaq Semiconductor ETF shares in Q3 2023, an estimated $2.92K.
  • WealthPLAN Partners first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's First Trust Nasdaq Semiconductor ETF position peaked at $2.92K in Q2 2023.
  • 97 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.