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BSW Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-4,613
Closed -$221K – 295
2021
Q4 		$221K Buy
+4,613
New +$221K 0.06% 233

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LPL Financial
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UBS Group
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First Trust Advisors
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RJFSA
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RJA
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Osaic Holdings
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BSW Wealth Partners's FTSL Position: Q1 2022 in Review

BSW Wealth Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2022, closing a stake of 4,613 shares — an estimated $221K sold.

BSW Wealth Partners first reported a position in FTSL in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 332 funds tracked by Wall St. Rank hold FTSL as of Q1 2022.

  • BSW Wealth Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 4,613 First Trust Senior Loan Fund ETF shares in Q1 2022, an estimated $221K.
  • BSW Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and held it in 1 quarter.
  • BSW Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $221K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2022.

Based on BSW Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.