Carmichael Hill & Associates’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Carmichael Hill & Associates’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
2023 Q3	–	Sell	-327	Closed	-$14.8K	–	802
2023 Q2	$14.8K	Hold	327	–	–	0.01%	506
2023 Q1	$14.8K	Hold	327	–	–	0.01%	493
2022 Q4	$14.6K	Hold	327	–	–	0.01%	501
2022 Q3	$14K	Buy	+327	New	+$14.8K	0.01%	521

Other funds holding FTSL

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Carmichael Hill & Associates's FTSL Position: Q3 2023 in Review

Carmichael Hill & Associates sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2023, closing a stake of 327 shares — an estimated $14.8K sold.

Carmichael Hill & Associates first reported a position in FTSL in Q3 2022 and held it in 4 quarters. The position peaked at $14.8K in Q2 2023. 298 funds tracked by Wall St. Rank hold FTSL as of Q3 2023.

Carmichael Hill & Associates reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 327 First Trust Senior Loan Fund ETF shares in Q3 2023, an estimated $14.8K.
Carmichael Hill & Associates first reported a position in First Trust Senior Loan Fund ETF in Q3 2022 and held it in 4 quarters.
Carmichael Hill & Associates's First Trust Senior Loan Fund ETF position peaked at $14.8K in Q2 2023.
298 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2023.

Based on Carmichael Hill & Associates's 13F filing for Q3 2023, filed 30 Oct 2023.