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BB&T Investment Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

BB&T Investment Services’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
2017
Q4 		$267K Buy
5,510
+1,504
+38% +$72.5K 0.04% 261
2017
Q3 		$193K Buy
4,006
+1,843
+85% +$89.2K 0.04% 265
2017
Q2 		$104K Buy
2,163
+1,286
+147% +$62.4K 0.03% 316
2017
Q1 		$42K Buy
+877
New +$42.6K 0.02% 410

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

BB&T Investment Services's FTSL Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust Senior Loan Fund ETF (FTSL) stake by 38% in Q4 2017, buying an estimated $72.5K and bringing the position to 5,510 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #261.

BB&T Investment Services first reported a position in FTSL in Q1 2017 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold FTSL as of Q4 2017.

  • BB&T Investment Services held 5,510 shares of First Trust Senior Loan Fund ETF worth $267K as of Q4 2017.
  • BB&T Investment Services bought 1,504 First Trust Senior Loan Fund ETF shares in Q4 2017, an estimated $72.5K.
  • First Trust Senior Loan Fund ETF made up 0.04% of BB&T Investment Services's portfolio in Q4 2017, its #261 holding.
  • BB&T Investment Services first reported a position in First Trust Senior Loan Fund ETF in Q1 2017 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.