Congress Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
21,879
-118
| -0.5% | -$5.42K | 0.01% | 703 |
|
|
2025
Q1 | $1.01M | Buy |
21,997
+15,393
| +233% | +$705K | 0.01% | 635 |
|
|
2024
Q4 | $305K | Sell |
6,604
-40
| -0.6% | -$1.85K | ﹤0.01% | 761 |
|
|
2024
Q3 | $305K | Sell |
6,644
-32
| -0.5% | -$1.47K | ﹤0.01% | 726 |
|
|
2024
Q2 | $305K | Buy |
+6,676
| New | +$305K | ﹤0.01% | 612 |
|
|
2023
Q4 | – | Sell |
-6,938
| Closed | -$317K | – | 633 |
|
|
2023
Q3 | $317K | Buy |
6,938
+148
| +2% | +$6.77K | 0.01% | 516 |
|
|
2023
Q2 | $308K | Sell |
6,790
-179
| -3% | -$8.11K | 0.01% | 483 |
|
|
2023
Q1 | $315K | Sell |
6,969
-77
| -1% | -$3.48K | 0.01% | 480 |
|
|
2022
Q4 | $314K | Sell |
7,046
-345
| -5% | -$15.4K | 0.01% | 468 |
|
|
2022
Q3 | $326K | Sell |
7,391
-74
| -1% | -$3.26K | 0.01% | 460 |
|
|
2022
Q2 | $329K | Sell |
7,465
-6,070
| -45% | -$268K | 0.01% | 458 |
|
|
2022
Q1 | $636K | Sell |
13,535
-3,709
| -22% | -$174K | 0.01% | 410 |
|
|
2021
Q4 | $826K | Buy |
+17,244
| New | +$826K | 0.02% | 394 |
|