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Concert Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-9,779
Closed -$476K – 636
2016
Q3 		$476K Buy
+9,779
New +$473K 0.06% 381

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Concert Wealth Management's FTSL Position: Q4 2016 in Review

Concert Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2016, closing a stake of 9,779 shares — an estimated $476K sold.

Concert Wealth Management first reported a position in FTSL in Q3 2016 and held it in 1 quarter. The position peaked at $476K in Q3 2016. 95 funds tracked by Wall St. Rank hold FTSL as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 9,779 First Trust Senior Loan Fund ETF shares in Q4 2016, an estimated $476K.
  • Concert Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust Senior Loan Fund ETF position peaked at $476K in Q3 2016.
  • 95 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.