Carson Wealth (CWM LLC)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.2M | Sell |
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|
2025
Q2 | $13.3M | Sell |
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|
2025
Q1 | $15.7M | Buy |
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|
2024
Q4 | $15M | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $17.7M | Buy |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $9.72M | Buy |
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|
2023
Q2 | $7.69M | Buy |
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|
2023
Q1 | $7.56M | Sell |
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|
2022
Q4 | $7.93M | Sell |
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|
2022
Q3 | $9.04M | Sell |
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|
2022
Q2 | $9.92M | Sell |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $124K | Hold |
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|
2020
Q4 | $124K | Hold |
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|
2020
Q3 | $124K | Hold |
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|
2020
Q2 | $124K | Hold |
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|
2020
Q1 | $124K | Hold |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $124K | Hold |
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|
2019
Q2 | $124K | Hold |
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|
2019
Q1 | $124K | Sell |
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|
2018
Q4 | $8.89M | Buy |
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|
2018
Q3 | $5.92M | Buy |
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|
2018
Q2 | $3.4M | Buy |
|