CIA
Concurrent Investment Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
61,759
-89,075
| -59% | -$4.09M | 0.05% | 343 |
|
|
2025
Q1 | $6.89M | Buy |
150,834
+8,942
| +6% | +$408K | 0.17% | 128 |
|
|
2024
Q4 | $6.56M | Buy |
141,892
+10,559
| +8% | +$488K | 0.18% | 117 |
|
|
2024
Q3 | $6.03M | Buy |
131,333
+10,612
| +9% | +$487K | 0.18% | 121 |
|
|
2024
Q2 | $5.52M | Buy |
120,721
+58,193
| +93% | +$2.66M | 0.18% | 122 |
|
|
2024
Q1 | $2.89M | Buy |
62,528
+10,883
| +21% | +$503K | 0.12% | 183 |
|
|
2023
Q4 | $2.38M | Buy |
+51,645
| New | +$2.38M | 0.11% | 199 |
|