Bickling Financial Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Bickling Financial 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
2022 Q4	$258K	Buy	5,787 +93	+2%	+$4.17K	0.16%	99
2022 Q3	$251K	Buy	5,694 +66	+1%	+$2.98K	0.17%	96
2022 Q2	$248K	Buy	5,628 +54	+1%	+$2.48K	0.16%	104
2022 Q1	$262K	Buy	5,574 +51	+0.9%	+$2.42K	0.13%	110
2021 Q4	$265K	Sell	5,523 -985	-15%	-$47.1K	0.13%	109
2021 Q3	$311K	Buy	6,508 +54	+0.8%	+$2.59K	0.16%	87
2021 Q2	$310K	Sell	6,454 -529	-8%	-$25.4K	0.14%	93
2021 Q1	$334K	Buy	6,983 +53	+0.8%	+$2.54K	0.17%	81
2020 Q4	$330K	Buy	+6,930	New	+$324K	0.2%	74

Other funds holding FTSL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Bickling Financial Services's FTSL Position: Q4 2022 in Review

Bickling Financial Services increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.6% in Q4 2022, buying an estimated $4.17K and bringing the position to 5,787 shares worth $258K. The position accounts for 0.16% of the portfolio, ranked #99.

Bickling Financial Services first reported a position in FTSL in Q4 2020 and has held it in 9 quarters since. The position peaked at $334K in Q1 2021. 333 funds tracked by Wall St. Rank hold FTSL as of Q4 2022.

Bickling Financial Services held 5,787 shares of First Trust Senior Loan Fund ETF worth $258K as of Q4 2022.
Bickling Financial Services bought 93 First Trust Senior Loan Fund ETF shares in Q4 2022, an estimated $4.17K.
First Trust Senior Loan Fund ETF made up 0.16% of Bickling Financial Services's portfolio in Q4 2022, its #99 holding.
Bickling Financial Services first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's First Trust Senior Loan Fund ETF position peaked at $334K in Q1 2021.
333 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.