Skip to contentHome page Seeking Alpha - Power to InvestorsDec. 26, 2025 6:11 PM ETFirst Trust Nasdaq Semiconductor ETF (FTXL)XSD, SOXQ, SMHWilson Research500 FollowersCommentsSummaryFirst Trust Nasdaq Semiconductor ETF (FTXL) earns a buy rating, driven by robust fundamentals and growth prospects of its top holdings.FTXL’s heavy weights in Micron (MU), Intel (INTC), and Broadcom (AVGO) position it to capitalize on strong semiconductor demand and AI investment.Despite high fees (0.60%) and elevated valuation, FTXL’s top holdings’ outlook outweighs these disadvantages.Risks include industry concentration and potential oversupply, but current demand and strategic positioning mitigate these concerns.mesh cube/iStock via Getty ImagesInvestment ThesisFirst Trust Nasdaq Semiconductor ETF (FTXL) warrants a buy rating due to the strength of its top holdings which are postured to see significant growth looking forward. Top semiconductor companies have recentlyThis article was written byWilson Research500 FollowersWilson Research seeks to provide investors with focused insights on predominantly exchange-traded funds, or ETFs, with a blend between growth potential and dividend yield. The analysis provided emphasizes fundamental analysis while including macro-level factors such as industry trends, economics, geopolitics, and a variety of other influential factors. Wilson Reseach includes an MBA graduate and independent financial coach who seek to provide actionable information for long-term investors who value diversification while keeping their fees as low as possible. Wilson Research is inspired by the investment philosophies of Warren Buffett and the entrepreneurial philosophies of Robert Kiyosaki.Analyst’s Disclosure:I/we have a beneficial long position in the shares of SMH, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.This article is exclusive to Seeking Alpha. No duplication or reproduction of this article is allowed without consent of Seeking Alpha and the author. This article should not be misconstrued as individual financial advice. Always conduct your own due diligence prior to investing.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.