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Baystate Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Baystate Wealth Management’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
-13
Closed -$595 – 1328
2023
Q3 		$595 Buy
+13
New +$593 ﹤0.01% 928

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WWMSC
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OCM
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RJFSA
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Baystate Wealth Management's FTSL Position: Q4 2023 in Review

Baystate Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2023, closing a stake of 13 shares — an estimated $595 sold.

Baystate Wealth Management first reported a position in FTSL in Q3 2023 and held it in 1 quarter. The position peaked at $595 in Q3 2023. 324 funds tracked by Wall St. Rank hold FTSL as of Q4 2023.

  • Baystate Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 13 First Trust Senior Loan Fund ETF shares in Q4 2023, an estimated $595.
  • Baystate Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2023 and held it in 1 quarter.
  • Baystate Wealth Management's First Trust Senior Loan Fund ETF position peaked at $595 in Q3 2023.
  • 324 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.