Bartlett & Co Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
545
| – | – | ﹤0.01% | 779 |
|
|
2025
Q1 | $24.9K | Hold |
545
| – | – | ﹤0.01% | 786 |
|
|
2024
Q4 | $25.2K | Hold |
545
| – | – | ﹤0.01% | 770 |
|
|
2024
Q3 | $25K | Hold |
545
| – | – | ﹤0.01% | 781 |
|
|
2024
Q2 | $24.9K | Hold |
545
| – | – | ﹤0.01% | 787 |
|
|
2024
Q1 | $25.2K | Hold |
545
| – | – | ﹤0.01% | 786 |
|
|
2023
Q4 | $25.3K | Hold |
545
| – | – | ﹤0.01% | 831 |
|
|
2023
Q3 | $24.9K | Hold |
545
| – | – | ﹤0.01% | 772 |
|
|
2023
Q2 | $24.7K | Sell |
545
-100
| -16% | -$4.53K | ﹤0.01% | 782 |
|
|
2023
Q1 | $29.2K | Buy |
645
+100
| +18% | +$4.52K | ﹤0.01% | 651 |
|
|
2022
Q4 | $24.3K | Hold |
545
| – | – | ﹤0.01% | 686 |
|
|
2022
Q3 | $24K | Hold |
545
| – | – | ﹤0.01% | 675 |
|
|
2022
Q2 | $24K | Buy |
+545
| New | +$24K | ﹤0.01% | 700 |
|
|
2018
Q2 | – | Sell |
-524
| Closed | -$25.2K | – | 731 |
|
|
2018
Q1 | $25.2K | Buy |
+524
| New | +$25.2K | ﹤0.01% | 507 |
|