Congress Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $305K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $636K | Sell |
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|
2021
Q4 | $826K | Buy |
|