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Ahrens Investment Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Ahrens Investment Partners’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
2022
Q3 		– Sell
-100
Closed -$4K – 440
2022
Q2 		$4K Hold
100
– – ﹤0.01% 798
2022
Q1 		$5K Hold
100
– – ﹤0.01% 854
2021
Q4 		$5K Buy
+100
New +$4.79K ﹤0.01% 876

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ahrens Investment Partners's FTSL Position: Q3 2022 in Review

Ahrens Investment Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Ahrens Investment Partners first reported a position in FTSL in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 322 funds tracked by Wall St. Rank hold FTSL as of Q3 2022.

  • Ahrens Investment Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 100 First Trust Senior Loan Fund ETF shares in Q3 2022, an estimated $4K.
  • Ahrens Investment Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's First Trust Senior Loan Fund ETF position peaked at $5K in Q1 2022.
  • 322 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.