CWP
Cyndeo Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
392,122
+3,975
| +1% | +$182K | 1.07% | 18 |
|
|
2025
Q1 | $17.7M | Buy |
388,147
+20,106
| +5% | +$918K | 1.16% | 16 |
|
|
2024
Q4 | $17M | Buy |
368,041
+3,647
| +1% | +$169K | 1.15% | 14 |
|
|
2024
Q3 | $16.7M | Buy |
364,394
+15,007
| +4% | +$689K | 1.17% | 15 |
|
|
2024
Q2 | $16M | Buy |
349,387
+9,307
| +3% | +$425K | 1.25% | 16 |
|
|
2024
Q1 | $15.7M | Buy |
340,080
+8,653
| +3% | +$400K | 1.31% | 11 |
|
|
2023
Q4 | $15.3M | Sell |
331,427
-4,032
| -1% | -$186K | 1.41% | 13 |
|
|
2023
Q3 | $15.3M | Buy |
335,459
+6,232
| +2% | +$285K | 1.6% | 8 |
|
|
2023
Q2 | $14.9M | Buy |
329,227
+12,901
| +4% | +$584K | 1.56% | 10 |
|
|
2023
Q1 | $14.3M | Buy |
316,326
+151,924
| +92% | +$6.87M | 1.54% | 10 |
|
|
2022
Q4 | $7.33M | Buy |
+164,402
| New | +$7.33M | 0.86% | 26 |
|