Clearwater Capital Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Clearwater Capital 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
2019 Q1	–	Sell	-146,610	Closed	-$6.67M	–	193
2018 Q4	$6.67M	Sell	146,610 -28,519	-16%	-$1.35M	1.46%	14
2018 Q3	$8.41M	Sell	175,129 -6,899	-4%	-$331K	1.64%	12
2018 Q2	$8.7M	Buy	182,028 +2,722	+2%	+$131K	1.78%	12
2018 Q1	$8.63M	Buy	179,306 +5,783	+3%	+$279K	1.78%	11
2017 Q4	$8.34M	Sell	173,523 -15,719	-8%	-$757K	1.83%	14
2017 Q3	$9.12M	Buy	189,242 +5,492	+3%	+$266K	2.12%	10
2017 Q2	$8.9M	Buy	183,750 +17,158	+10%	+$832K	2.27%	9
2017 Q1	$8.07M	Buy	166,592 +40,082	+32%	+$1.95M	2.21%	9
2016 Q4	$6.14M	Buy	126,510 +23,566	+23%	+$1.14M	2.13%	10
2016 Q3	$4.99M	Buy	102,944 +1,133	+1%	+$54.8K	1.75%	14
2016 Q2	$4.87M	Buy	+101,811	New	+$4.88M	1.8%	15

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RJFSA

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

Clearwater Capital Advisors's FTSL Position: Q1 2019 in Review

Clearwater Capital Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2019, closing a stake of 146,610 shares — an estimated $6.67M sold.

Clearwater Capital Advisors first reported a position in FTSL in Q2 2016 and held it in 11 quarters. The position peaked at $9.12M in Q3 2017. 181 funds tracked by Wall St. Rank hold FTSL as of Q1 2019.

Clearwater Capital Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 146,610 First Trust Senior Loan Fund ETF shares in Q1 2019, an estimated $6.67M.
Clearwater Capital Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2016 and held it in 11 quarters.
Clearwater Capital Advisors's First Trust Senior Loan Fund ETF position peaked at $9.12M in Q3 2017.
181 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2019.

Based on Clearwater Capital Advisors's 13F filing for Q1 2019, filed 13 May 2019.