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American Research & Management Company’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

American Research & Management Company’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
2021
Q3 		– Sell
-520
Closed -$25K – 383
2021
Q2 		$25K Buy
+520
New +$25K 0.01% 253

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Research & Management Company's FTSL Position: Q3 2021 in Review

American Research & Management Company sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2021, closing a stake of 520 shares — an estimated $25K sold.

American Research & Management Company first reported a position in FTSL in Q2 2021 and held it in 1 quarter. The position peaked at $25K in Q2 2021. 261 funds tracked by Wall St. Rank hold FTSL as of Q3 2021.

  • American Research & Management Company reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2021 after selling out during the quarter.
  • American Research & Management Company sold 520 First Trust Senior Loan Fund ETF shares in Q3 2021, an estimated $25K.
  • American Research & Management Company first reported a position in First Trust Senior Loan Fund ETF in Q2 2021 and held it in 1 quarter.
  • American Research & Management Company's First Trust Senior Loan Fund ETF position peaked at $25K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2021.

Based on American Research & Management Company's 13F filing for Q3 2021, filed 28 Oct 2021.