Clearview Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Clearview Wealth 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
2022 Q4	–	Sell	-13	Closed	-$1K	–	633
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	525
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	530
2022 Q1	$1K	Sell	13 -95	-88%	-$4.51K	﹤0.01%	554
2021 Q4	$5K	Hold	108	–	–	﹤0.01%	487
2021 Q3	$5K	Buy	108 +2	+2%	+$96	﹤0.01%	499
2021 Q2	$5K	Hold	106	–	–	﹤0.01%	505
2021 Q1	$5K	Buy	106 +1	+1%	+$48	﹤0.01%	485
2020 Q4	$5K	Buy	+105	New	+$4.91K	﹤0.01%	445

Other funds holding FTSL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

VCM

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

RJFSA

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

RJA

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

Clearview Wealth Advisors's FTSL Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in FTSL in Q4 2020 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 333 funds tracked by Wall St. Rank hold FTSL as of Q4 2022.

Clearview Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 13 First Trust Senior Loan Fund ETF shares in Q4 2022, an estimated $1K.
Clearview Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $5K in Q4 2021.
333 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.