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Farmers & Merchants Investments Inc’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-1,000
Closed -$45.7K – 1801
2024
Q2 		$45.7K Buy
+1,000
New +$46.1K ﹤0.01% 442

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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Farmers & Merchants Investments Inc's FTSL Position: Q3 2024 in Review

Farmers & Merchants Investments Inc sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2024, closing a stake of 1,000 shares — an estimated $45.7K sold.

Farmers & Merchants Investments Inc first reported a position in FTSL in Q2 2024 and held it in 1 quarter. The position peaked at $45.7K in Q2 2024. 321 funds tracked by Wall St. Rank hold FTSL as of Q3 2024.

  • Farmers & Merchants Investments Inc reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,000 First Trust Senior Loan Fund ETF shares in Q3 2024, an estimated $45.7K.
  • Farmers & Merchants Investments Inc first reported a position in First Trust Senior Loan Fund ETF in Q2 2024 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's First Trust Senior Loan Fund ETF position peaked at $45.7K in Q2 2024.
  • 321 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2024, filed 25 Oct 2024.