Crewe Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Crewe Advisors’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
2023 Q1	–	Sell	-521	Closed	-$23.2K	–	906
2022 Q4	$23.2K	Buy	+521	New	+$23.3K	﹤0.01%	391

Other funds holding FTSL

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

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

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

RJA

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

FAM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Crewe Advisors's FTSL Position: Q1 2023 in Review

Crewe Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2023, closing a stake of 521 shares — an estimated $23.2K sold.

Crewe Advisors first reported a position in FTSL in Q4 2022 and held it in 1 quarter. The position peaked at $23.2K in Q4 2022. 311 funds tracked by Wall St. Rank hold FTSL as of Q1 2023.

Crewe Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 521 First Trust Senior Loan Fund ETF shares in Q1 2023, an estimated $23.2K.
Crewe Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and held it in 1 quarter.
Crewe Advisors's First Trust Senior Loan Fund ETF position peaked at $23.2K in Q4 2022.
311 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.