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Bellwether Investment Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-222
Closed -$11K – 834
2016
Q4 		$11K Buy
+222
New +$10.7K 0.01% 613
2016
Q2 		$11K Buy
+222
New +$10.6K 0.01% 397

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bellwether Investment Group's FTSL Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2017, closing a stake of 222 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in FTSL in Q2 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 117 funds tracked by Wall St. Rank hold FTSL as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 222 First Trust Senior Loan Fund ETF shares in Q1 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in First Trust Senior Loan Fund ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Senior Loan Fund ETF position peaked at $11K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.