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Accurate Investment Solutions’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Accurate Investment Solutions’s Portfolio FTSL Stock Details FTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-341
Closed -$14K – 149
2020
Q1 		$14K Buy
+341
New +$15.6K 0.01% 256

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Accurate Investment Solutions's FTSL Position: Q2 2020 in Review

Accurate Investment Solutions sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2020, closing a stake of 341 shares — an estimated $14K sold.

Accurate Investment Solutions first reported a position in FTSL in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 175 funds tracked by Wall St. Rank hold FTSL as of Q2 2020.

  • Accurate Investment Solutions reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 341 First Trust Senior Loan Fund ETF shares in Q2 2020, an estimated $14K.
  • Accurate Investment Solutions first reported a position in First Trust Senior Loan Fund ETF in Q1 2020 and held it in 1 quarter.
  • Accurate Investment Solutions's First Trust Senior Loan Fund ETF position peaked at $14K in Q1 2020.
  • 175 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.