Bedel Financial Consulting’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Bedel Financial Consulting’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
2019 Q2	–	Sell	-1,731	Closed	-$82K	–	730
2019 Q1	$82K	Hold	1,731	–	–	0.05%	211
2018 Q4	$79K	Buy	+1,731	New	+$82K	0.06%	204

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bedel Financial Consulting's FTSL Position: Q2 2019 in Review

Bedel Financial Consulting sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2019, closing a stake of 1,731 shares — an estimated $82K sold.

Bedel Financial Consulting first reported a position in FTSL in Q4 2018 and held it in 2 quarters. The position peaked at $82K in Q1 2019. 176 funds tracked by Wall St. Rank hold FTSL as of Q2 2019.

Bedel Financial Consulting reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2019 after selling out during the quarter.
Bedel Financial Consulting sold 1,731 First Trust Senior Loan Fund ETF shares in Q2 2019, an estimated $82K.
Bedel Financial Consulting first reported a position in First Trust Senior Loan Fund ETF in Q4 2018 and held it in 2 quarters.
Bedel Financial Consulting's First Trust Senior Loan Fund ETF position peaked at $82K in Q1 2019.
176 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2019.

Based on Bedel Financial Consulting's 13F filing for Q2 2019, filed 1 Aug 2019.