Echo Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Echo Wealth Management’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	–	Sell	-40,981	Closed	-$1.83M	–	46
2022 Q3	$1.83M	Sell	40,981 -14,875	-27%	-$671K	2.4%	14
2022 Q2	$2.46M	Sell	55,856 -1,592	-3%	-$73.2K	3.3%	9
2022 Q1	$2.72M	Buy	57,448 +18,354	+47%	+$871K	3.19%	12
2021 Q4	$1.88M	Buy	39,094 +20,389	+109%	+$976K	2.14%	14
2021 Q3	$898K	Buy	18,705 +706	+4%	+$33.8K	1.06%	24
2021 Q2	$864K	Sell	17,999 -279	-2%	-$13.4K	1.1%	23
2021 Q1	$875K	Buy	+18,278	New	+$877K	1.1%	24

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

Echo Wealth Management's FTSL Position: Q4 2022 in Review

Echo Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2022, closing a stake of 40,981 shares — an estimated $1.83M sold.

Echo Wealth Management first reported a position in FTSL in Q1 2021 and held it in 7 quarters. The position peaked at $2.72M in Q1 2022. 333 funds tracked by Wall St. Rank hold FTSL as of Q4 2022.

Echo Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2022 after selling out during the quarter.
Echo Wealth Management sold 40,981 First Trust Senior Loan Fund ETF shares in Q4 2022, an estimated $1.83M.
Echo Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2021 and held it in 7 quarters.
Echo Wealth Management's First Trust Senior Loan Fund ETF position peaked at $2.72M in Q1 2022.
333 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2022.

Based on Echo Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.