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Financial Management Professionals’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Financial Management Professionals’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
2019
Q1 		– Sell
-106
Closed -$5K – 288
2018
Q4 		$5K Buy
+106
New +$5.02K ﹤0.01% 186

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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Management Professionals's FTSL Position: Q1 2019 in Review

Financial Management Professionals sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2019, closing a stake of 106 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in FTSL in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 181 funds tracked by Wall St. Rank hold FTSL as of Q1 2019.

  • Financial Management Professionals reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2019 after selling out during the quarter.
  • Financial Management Professionals sold 106 First Trust Senior Loan Fund ETF shares in Q1 2019, an estimated $5K.
  • Financial Management Professionals first reported a position in First Trust Senior Loan Fund ETF in Q4 2018 and held it in 1 quarter.
  • Financial Management Professionals's First Trust Senior Loan Fund ETF position peaked at $5K in Q4 2018.
  • 181 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2019.

Based on Financial Management Professionals's 13F filing for Q1 2019, filed 22 Apr 2019.