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Cordasco Financial Network’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Cordasco Financial Network’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
2018
Q1 		– Sell
-100
Closed -$5K – 266
2017
Q4 		$5K Buy
+100
New +$4.82K 0.01% 198

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Cordasco Financial Network's FTSL Position: Q1 2018 in Review

Cordasco Financial Network sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Cordasco Financial Network first reported a position in FTSL in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 150 funds tracked by Wall St. Rank hold FTSL as of Q1 2018.

  • Cordasco Financial Network reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2018 after selling out during the quarter.
  • Cordasco Financial Network sold 100 First Trust Senior Loan Fund ETF shares in Q1 2018, an estimated $5K.
  • Cordasco Financial Network first reported a position in First Trust Senior Loan Fund ETF in Q4 2017 and held it in 1 quarter.
  • Cordasco Financial Network's First Trust Senior Loan Fund ETF position peaked at $5K in Q4 2017.
  • 150 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2018.

Based on Cordasco Financial Network's 13F filing for Q1 2018, filed 19 Apr 2018.