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

Advocacy Wealth Management Services’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
2018 Q4	–	Sell	-562	Closed	-$27K	–	166
2018 Q3	$27K	Hold	562	–	–	0.02%	71
2018 Q2	$27K	Hold	562	–	–	0.02%	66
2018 Q1	$27K	Hold	562	–	–	0.02%	66
2017 Q4	$27K	Hold	562	–	–	0.02%	83
2017 Q3	$27K	Buy	+562	New	+$27.2K	0.01%	105
2017 Q2	–	Sell	-562	Closed	-$27K	–	287
2017 Q1	$27K	Buy	+562	New	+$27.3K	0.01%	123

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Advocacy Wealth Management Services's FTSL Position: Q4 2018 in Review

Advocacy Wealth Management Services sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2018, closing a stake of 562 shares — an estimated $27K sold.

Advocacy Wealth Management Services first reported a position in FTSL in Q1 2017 and held it in 6 quarters. The position peaked at $27K in Q3 2018. 177 funds tracked by Wall St. Rank hold FTSL as of Q4 2018.

Advocacy Wealth Management Services reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 562 First Trust Senior Loan Fund ETF shares in Q4 2018, an estimated $27K.
Advocacy Wealth Management Services first reported a position in First Trust Senior Loan Fund ETF in Q1 2017 and held it in 6 quarters.
Advocacy Wealth Management Services's First Trust Senior Loan Fund ETF position peaked at $27K in Q3 2018.
177 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2018, filed 7 Jan 2019.