Altus Wealth Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Altus Wealth Group’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 Q3	–	Sell	-9,022	Closed	-$409K	–	134
2023 Q2	$409K	Buy	9,022 +275	+3%	+$12.4K	0.25%	87
2023 Q1	$396K	Buy	8,747 +327	+4%	+$14.8K	0.27%	85
2022 Q4	$375K	Buy	+8,420	New	+$377K	0.29%	87

Other funds holding FTSL

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Altus Wealth Group's FTSL Position: Q3 2023 in Review

Altus Wealth Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2023, closing a stake of 9,022 shares — an estimated $409K sold.

Altus Wealth Group first reported a position in FTSL in Q4 2022 and held it in 3 quarters. The position peaked at $409K in Q2 2023. 298 funds tracked by Wall St. Rank hold FTSL as of Q3 2023.

Altus Wealth Group reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2023 after selling out during the quarter.
Altus Wealth Group sold 9,022 First Trust Senior Loan Fund ETF shares in Q3 2023, an estimated $409K.
Altus Wealth Group first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and held it in 3 quarters.
Altus Wealth Group's First Trust Senior Loan Fund ETF position peaked at $409K in Q2 2023.
298 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2023.

Based on Altus Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.