BWM
FTSL icon

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

BerganKDV 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
2019
Q4 		– Sell
-850
Closed -$40K – 949
2019
Q3 		$40K Buy
850
+671
+375% +$31.8K 0.01% 351
2019
Q2 		$8K Buy
+179
New +$8.52K ﹤0.01% 538

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BerganKDV Wealth Management's FTSL Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2019, closing a stake of 850 shares — an estimated $40K sold.

BerganKDV Wealth Management first reported a position in FTSL in Q2 2019 and held it in 2 quarters. The position peaked at $40K in Q3 2019. 205 funds tracked by Wall St. Rank hold FTSL as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 850 First Trust Senior Loan Fund ETF shares in Q4 2019, an estimated $40K.
  • BerganKDV Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's First Trust Senior Loan Fund ETF position peaked at $40K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.