Center For Asset Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Center For Asset 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
2022 Q2	–	Sell	-4,349	Closed	-$205K	–	123
2022 Q1	$205K	Sell	4,349 -1,312	-23%	-$62.3K	0.16%	124
2021 Q4	$271K	Sell	5,661 -1,540	-21%	-$73.7K	0.2%	97
2021 Q3	$345K	Buy	7,201 +62	+0.9%	+$2.97K	0.29%	60
2021 Q2	$343K	Buy	7,139 +434	+6%	+$20.8K	0.3%	59
2021 Q1	$321K	Buy	+6,705	New	+$322K	0.31%	59

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

VCM

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

RJA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

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

Center For Asset Management's FTSL Position: Q2 2022 in Review

Center For Asset Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2022, closing a stake of 4,349 shares — an estimated $205K sold.

Center For Asset Management first reported a position in FTSL in Q1 2021 and held it in 5 quarters. The position peaked at $345K in Q3 2021. 327 funds tracked by Wall St. Rank hold FTSL as of Q2 2022.

Center For Asset Management reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2022 after selling out during the quarter.
Center For Asset Management sold 4,349 First Trust Senior Loan Fund ETF shares in Q2 2022, an estimated $205K.
Center For Asset Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2021 and held it in 5 quarters.
Center For Asset Management's First Trust Senior Loan Fund ETF position peaked at $345K in Q3 2021.
327 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2022.

Based on Center For Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.