Coppell Advisory Solutions Corp’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$4.62M	Buy	+100,006	New	+$4.61M	0.87%	27
2023 Q1	$1.33M	Buy	29,491 +20,888	+243%	+$948K	0.44%	58
2022 Q4	$384K	Buy	+8,603	New	+$385K	0.13%	125

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Coppell Advisory Solutions Corp's FTSL Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q1 2024: 100,006 shares worth $4.62M. The stake represents 0.87% of the portfolio and ranks #27 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FTSL as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FTSL in Q4 2022 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold FTSL as of Q1 2024.

Coppell Advisory Solutions Corp held 100,006 shares of First Trust Senior Loan Fund ETF worth $4.62M as of Q1 2024.
First Trust Senior Loan Fund ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Senior Loan Fund ETF made up 0.87% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #27 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and has held it in 3 quarters since.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.