Beaumont Financial Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Buy |
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|
2025
Q2 | $411K | Hold |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $433K | Hold |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $545K | Buy |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $249K | Sell |
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|
2020
Q4 | $260K | Sell |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $383K | Sell |
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|
2019
Q3 | $397K | Sell |
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|
2019
Q2 | $409K | Hold |
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|
2019
Q1 | $408K | Sell |
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|
2018
Q4 | $450K | Sell |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $512K | Sell |
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|
2018
Q1 | $548K | Sell |
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|
2017
Q4 | $641K | Sell |
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|
2017
Q3 | $650K | Sell |
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|
2017
Q2 | $849K | Sell |
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|
2017
Q1 | $860K | Sell |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $953K | Sell |
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|
2016
Q2 | $1.12M | Sell |
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|
2016
Q1 | $5.35M | Buy |
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|
2015
Q4 | $4.45M | Sell |
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|
2015
Q3 | $5.54M | Hold |
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|
2015
Q2 | $5.54M | Sell |
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|
2015
Q1 | $5.74M | Buy |
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|
2014
Q4 | $5.25M | Sell |
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|
2014
Q3 | $9.45M | Buy |
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|
2014
Q2 | $9M | Buy |
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|
2014
Q1 | $7.6M | Sell |
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|
2013
Q4 | $7.92M | Sell |
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|
2013
Q3 | $8M | Buy |
|