Allianz Life Insurance of North America’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Allianz Life Insurance of North America’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 Q3	$269K	Buy	5,600 +300	+6%	+$14.4K	0.29%	83
2018 Q2	$253K	Buy	5,300 +250	+5%	+$12K	0.3%	88
2018 Q1	$310K	Buy	5,050 +750	+17%	+$36.2K	0.43%	60
2017 Q4	$207K	Sell	4,300 -500	-10%	-$24.1K	0.45%	35
2017 Q3	$231K	Buy	+4,800	New	+$232K	0.61%	29

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

GFPC

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

AIM

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

Allianz Life Insurance of North America's FTSL Position: Q3 2018 in Review

Allianz Life Insurance of North America increased its First Trust Senior Loan Fund ETF (FTSL) stake by 5.7% in Q3 2018, buying an estimated $14.4K and bringing the position to 5,600 shares worth $269K. The position accounts for 0.29% of the portfolio, ranked #83.

Allianz Life Insurance of North America first reported a position in FTSL in Q3 2017 and has held it in 5 quarters since. The position peaked at $310K in Q1 2018. 164 funds tracked by Wall St. Rank hold FTSL as of Q3 2018.

Allianz Life Insurance of North America held 5,600 shares of First Trust Senior Loan Fund ETF worth $269K as of Q3 2018.
Allianz Life Insurance of North America bought 300 First Trust Senior Loan Fund ETF shares in Q3 2018, an estimated $14.4K.
First Trust Senior Loan Fund ETF made up 0.29% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #83 holding.
Allianz Life Insurance of North America first reported a position in First Trust Senior Loan Fund ETF in Q3 2017 and has held it in 5 quarters since.
Allianz Life Insurance of North America's First Trust Senior Loan Fund ETF position peaked at $310K in Q1 2018.
164 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.