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

Apriem 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
2024 Q2	–	Sell	-5,300	Closed	-$245K	–	178
2024 Q1	$245K	Buy	+5,300	New	+$244K	0.03%	147

Other funds holding FTSL

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FAM

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

Apriem Advisors's FTSL Position: Q2 2024 in Review

Apriem Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2024, closing a stake of 5,300 shares — an estimated $245K sold.

Apriem Advisors first reported a position in FTSL in Q1 2024 and held it in 1 quarter. The position peaked at $245K in Q1 2024. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2024.

Apriem Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2024 after selling out during the quarter.
Apriem Advisors sold 5,300 First Trust Senior Loan Fund ETF shares in Q2 2024, an estimated $245K.
Apriem Advisors first reported a position in First Trust Senior Loan Fund ETF in Q1 2024 and held it in 1 quarter.
Apriem Advisors's First Trust Senior Loan Fund ETF position peaked at $245K in Q1 2024.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2024.

Based on Apriem Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.