AWA
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Authentikos Wealth Advisory’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-250
Closed -$11.4K – 235
2023
Q3 		$11.4K Buy
+250
New +$11.4K 0.01% 228

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Authentikos Wealth Advisory's FTSL Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2023, closing a stake of 250 shares — an estimated $11.4K sold.

Authentikos Wealth Advisory first reported a position in FTSL in Q3 2023 and held it in 1 quarter. The position peaked at $11.4K in Q3 2023. 324 funds tracked by Wall St. Rank hold FTSL as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 250 First Trust Senior Loan Fund ETF shares in Q4 2023, an estimated $11.4K.
  • Authentikos Wealth Advisory first reported a position in First Trust Senior Loan Fund ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's First Trust Senior Loan Fund ETF position peaked at $11.4K in Q3 2023.
  • 324 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.