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

Alta 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
2023 Q1	–	Sell	-25,016	Closed	-$1.12M	–	148
2022 Q4	$1.12M	Hold	25,016	–	–	0.75%	32
2022 Q3	$1.1M	Hold	25,016	–	–	0.79%	30
2022 Q2	$1.1M	Hold	25,016	–	–	0.76%	33
2022 Q1	$1.18M	Buy	+25,016	New	+$1.19M	0.7%	39

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alta Wealth Advisors's FTSL Position: Q1 2023 in Review

Alta Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2023, closing a stake of 25,016 shares — an estimated $1.12M sold.

Alta Wealth Advisors first reported a position in FTSL in Q1 2022 and held it in 4 quarters. The position peaked at $1.18M in Q1 2022. 312 funds tracked by Wall St. Rank hold FTSL as of Q1 2023.

Alta Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2023 after selling out during the quarter.
Alta Wealth Advisors sold 25,016 First Trust Senior Loan Fund ETF shares in Q1 2023, an estimated $1.12M.
Alta Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and held it in 4 quarters.
Alta Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $1.18M in Q1 2022.
312 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2023.

Based on Alta Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.