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Encompass More Asset Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Encompass More Asset 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
2024
Q4 		– Sell
-11,054
Closed -$507K – 200
2024
Q3 		$507K Buy
+11,054
New +$508K 0.19% 92

Other funds holding FTSL

Koshinski Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Encompass More Asset Management's FTSL Position: Q4 2024 in Review

Encompass More Asset Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2024, closing a stake of 11,054 shares — an estimated $507K sold.

Encompass More Asset Management first reported a position in FTSL in Q3 2024 and held it in 1 quarter. The position peaked at $507K in Q3 2024. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

  • Encompass More Asset Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 11,054 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $507K.
  • Encompass More Asset Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and held it in 1 quarter.
  • Encompass More Asset Management's First Trust Senior Loan Fund ETF position peaked at $507K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.