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Accurate Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-48
Closed -$2.18K – 685
2022
Q4 		$2.18K Buy
+48
New +$2.15K ﹤0.01% 1187

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Accurate Wealth Management's FTSL Position: Q1 2023 in Review

Accurate Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2023, closing a stake of 48 shares — an estimated $2.18K sold.

Accurate Wealth Management first reported a position in FTSL in Q4 2022 and held it in 1 quarter. The position peaked at $2.18K in Q4 2022. 311 funds tracked by Wall St. Rank hold FTSL as of Q1 2023.

  • Accurate Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 48 First Trust Senior Loan Fund ETF shares in Q1 2023, an estimated $2.18K.
  • Accurate Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's First Trust Senior Loan Fund ETF position peaked at $2.18K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.