Comprehensive Financial Consultants Institutional’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-1,707	Closed	-$80K	–	270
2021 Q4	$80K	Buy	+1,707	New	+$81.7K	0.05%	202

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FTSL Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2022, closing a stake of 1,707 shares — an estimated $80K sold.

Comprehensive Financial Consultants Institutional first reported a position in FTSL in Q4 2021 and held it in 1 quarter. The position peaked at $80K in Q4 2021. 332 funds tracked by Wall St. Rank hold FTSL as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,707 First Trust Senior Loan Fund ETF shares in Q1 2022, an estimated $80K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Senior Loan Fund ETF position peaked at $80K in Q4 2021.
332 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.