FGC
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Financial Gravity Companies’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+22
New +$1.04K ﹤0.01% 1094
2018
Q1 		$1K Buy
+22
New +$1.06K ﹤0.01% 1138

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Financial Gravity Companies's FTSL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q4 2018: 22 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FTSL as recently as Q1 2018.

Financial Gravity Companies first reported a position in FTSL in Q1 2018 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold FTSL as of Q4 2018.

  • Financial Gravity Companies held 22 shares of First Trust Senior Loan Fund ETF worth $1K as of Q4 2018.
  • First Trust Senior Loan Fund ETF was a new Financial Gravity Companies position in Q4 2018.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1094 holding.
  • Financial Gravity Companies first reported a position in First Trust Senior Loan Fund ETF in Q1 2018 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.