AWM
Accel Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Sell |
30,954
-655
| -2% | -$30.1K | 0.47% | 59 |
|
2025
Q1 | $1.44M | Sell |
31,609
-4,895
| -13% | -$223K | 0.52% | 54 |
|
2024
Q4 | $1.69M | Sell |
36,504
-10,855
| -23% | -$502K | 0.64% | 40 |
|
2024
Q3 | $2.17M | Sell |
47,359
-69,120
| -59% | -$3.17M | 0.81% | 32 |
|
2024
Q2 | $5.32M | Sell |
116,479
-5,998
| -5% | -$274K | 2.13% | 7 |
|
2024
Q1 | $5.66M | Buy |
122,477
+70
| +0.1% | +$3.24K | 2.4% | 4 |
|
2023
Q4 | $5.64M | Sell |
122,407
-868
| -0.7% | -$40K | 2.83% | 3 |
|
2023
Q3 | $5.64M | Buy |
123,275
+66
| +0.1% | +$3.02K | 3.14% | 3 |
|
2023
Q2 | $5.58M | Buy |
123,209
+2,112
| +2% | +$95.7K | 3.07% | 3 |
|
2023
Q1 | $5.48M | Sell |
121,097
-4,005
| -3% | -$181K | 2.24% | 3 |
|
2022
Q4 | $5.58M | Sell |
125,102
-5,106
| -4% | -$228K | 2.67% | 4 |
|
2022
Q3 | $5.82M | Buy |
130,208
+1,411
| +1% | +$63.1K | 3.11% | 2 |
|
2022
Q2 | $5.72M | Buy |
128,797
+143
| +0.1% | +$6.35K | 3.28% | 2 |
|
2022
Q1 | $6.07M | Buy |
128,654
+7,544
| +6% | +$356K | 3.14% | 2 |
|
2021
Q4 | $5.8M | Buy |
121,110
+39,570
| +49% | +$1.9M | 2.85% | 2 |
|
2021
Q3 | $3.9M | Buy |
81,540
+15,956
| +24% | +$764K | 2.52% | 3 |
|
2021
Q2 | $3.15M | Buy |
65,584
+42,404
| +183% | +$2.04M | 2.09% | 6 |
|
2021
Q1 | $1.11M | Buy |
23,180
+14,322
| +162% | +$686K | 0.9% | 24 |
|
2020
Q4 | $422K | Buy |
+8,858
| New | +$422K | 0.39% | 55 |
|