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Clear Perspective Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Clear Perspective Advisors’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
2017
Q4 		– Sell
-37
Closed -$2K – 473
2017
Q3 		$2K Buy
+37
New +$1.79K ﹤0.01% 430

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Clear Perspective Advisors's FTSL Position: Q4 2017 in Review

Clear Perspective Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2017, closing a stake of 37 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in FTSL in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 142 funds tracked by Wall St. Rank hold FTSL as of Q4 2017.

  • Clear Perspective Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 37 First Trust Senior Loan Fund ETF shares in Q4 2017, an estimated $2K.
  • Clear Perspective Advisors first reported a position in First Trust Senior Loan Fund ETF in Q3 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's First Trust Senior Loan Fund ETF position peaked at $2K in Q3 2017.
  • 142 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.