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Acorn Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Acorn Wealth Advisors’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
2024
Q4 		– Sell
-5,591
Closed -$257K – 237
2024
Q3 		$257K Sell
5,591
-85
-1% -$3.91K 0.11% 189
2024
Q2 		$259K Sell
5,676
-141
-2% -$6.5K 0.13% 166
2024
Q1 		$269K Sell
5,817
-250
-4% -$11.5K 0.14% 159
2023
Q4 		$279K Buy
6,067
+83
+1% +$3.8K 0.17% 137
2023
Q3 		$274K Sell
5,984
-153
-2% -$6.98K 0.18% 129
2023
Q2 		$278K Buy
6,137
+15
+0.2% +$677 0.19% 130
2023
Q1 		$277K Buy
6,122
+86
+1% +$3.9K 0.2% 127
2022
Q4 		$269K Sell
6,036
-193
-3% -$8.65K 0.21% 119
2022
Q3 		$274K Buy
6,229
+215
+4% +$9.7K 0.22% 109
2022
Q2 		$265K Buy
+6,014
New +$277K 0.21% 123
2020
Q1 		– Sell
-4,718
Closed -$227K – 114
2019
Q4 		$227K Buy
4,718
+472
+11% +$22.4K 0.19% 108
2019
Q3 		$201K Buy
+4,246
New +$201K 0.17% 118
2018
Q4 		– Sell
-18,907
Closed -$905K – 117
2018
Q3 		$905K Hold
18,907
– – 0.89% 27
2018
Q2 		$903K Hold
18,907
– – 0.77% 25
2018
Q1 		$910K Sell
18,907
-102
-0.5% -$4.92K 0.79% 25
2017
Q4 		$916K Buy
+19,009
New +$916K 0.84% 21

Other funds holding FTSL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorn Wealth Advisors's FTSL Position: Q4 2024 in Review

Acorn Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2024, closing a stake of 5,591 shares — an estimated $257K sold.

Acorn Wealth Advisors first reported a position in FTSL in Q4 2017 and held it in 16 quarters. The position peaked at $916K in Q4 2017. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

  • Acorn Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Acorn Wealth Advisors sold 5,591 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $257K.
  • Acorn Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2017 and held it in 16 quarters.
  • Acorn Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $916K in Q4 2017.
  • 353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on Acorn Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.