Cornerstone Planning Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Cornerstone Planning Group’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
2022 Q4	$2.45M	Buy	+53,581	New	+$2.4M	1.03%	21

Other funds holding FTSL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Planning Group's FTSL Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q4 2022: 53,581 shares worth $2.45M. The stake represents 1.03% of the portfolio and ranks #21 among its holdings.

333 funds tracked by Wall St. Rank hold FTSL as of Q4 2022.

Cornerstone Planning Group held 53,581 shares of First Trust Senior Loan Fund ETF worth $2.45M as of Q4 2022.
First Trust Senior Loan Fund ETF was a new Cornerstone Planning Group position in Q4 2022.
First Trust Senior Loan Fund ETF made up 1.03% of Cornerstone Planning Group's portfolio in Q4 2022, its #21 holding.
333 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.