First Capital Advisors Group’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

First Capital Advisors Group’s Portfolio SNLN Stock Details SNLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3.27K	Buy	+223	New	+$3.25K	﹤0.01%	727
2018 Q2	–	Sell	-223	Closed	-$4K	–	812
2018 Q1	$4K	Buy	+223	New	+$4.08K	﹤0.01%	681

Other funds holding SNLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Capital Advisors Group's SNLN Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Highland/iBoxx Senior Loan ETF (SNLN) in Q2 2023: 223 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in SNLN as recently as Q1 2018.

First Capital Advisors Group first reported a position in SNLN in Q1 2018 and has held it in 2 quarters since. The position peaked at $4K in Q1 2018. 18 funds tracked by Wall St. Rank hold SNLN as of Q2 2023.

First Capital Advisors Group held 223 shares of Highland/iBoxx Senior Loan ETF worth $3.27K as of Q2 2023.
Highland/iBoxx Senior Loan ETF was a new First Capital Advisors Group position in Q2 2023.
Highland/iBoxx Senior Loan ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #727 holding.
First Capital Advisors Group first reported a position in Highland/iBoxx Senior Loan ETF in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Highland/iBoxx Senior Loan ETF position peaked at $4K in Q1 2018.
18 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.