Crumly & Associates’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Crumly & Associates’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 Q3	–	Sell	-36,634	Closed	-$1.62M	–	106
2022 Q2	$1.62M	Buy	36,634 +3,059	+9%	+$141K	0.67%	31
2022 Q1	$1.58M	Sell	33,575 -187	-0.6%	-$8.88K	0.59%	32
2021 Q4	$1.61M	Buy	33,762 +4,654	+16%	+$223K	0.64%	33
2021 Q3	$1.39M	Buy	29,108 +7,418	+34%	+$355K	0.65%	36
2021 Q2	$1.04M	Buy	+21,690	New	+$1.04M	0.5%	34

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

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

RJA

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

RJFSA

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

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

Crumly & Associates's FTSL Position: Q3 2022 in Review

Crumly & Associates sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2022, closing a stake of 36,634 shares — an estimated $1.62M sold.

Crumly & Associates first reported a position in FTSL in Q2 2021 and held it in 5 quarters. The position peaked at $1.62M in Q2 2022. 322 funds tracked by Wall St. Rank hold FTSL as of Q3 2022.

Crumly & Associates reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2022 after selling out during the quarter.
Crumly & Associates sold 36,634 First Trust Senior Loan Fund ETF shares in Q3 2022, an estimated $1.62M.
Crumly & Associates first reported a position in First Trust Senior Loan Fund ETF in Q2 2021 and held it in 5 quarters.
Crumly & Associates's First Trust Senior Loan Fund ETF position peaked at $1.62M in Q2 2022.
322 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2022.

Based on Crumly & Associates's 13F filing for Q3 2022, filed 25 Oct 2022.