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Foster Victor Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Foster Victor Wealth Advisors’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
2021
Q4 		– Sell
-5,166
Closed -$247K – 148
2021
Q3 		$247K Buy
+5,166
New +$248K 0.04% 124

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RJA
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Foster Victor Wealth Advisors's FTSL Position: Q4 2021 in Review

Foster Victor Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2021, closing a stake of 5,166 shares — an estimated $247K sold.

Foster Victor Wealth Advisors first reported a position in FTSL in Q3 2021 and held it in 1 quarter. The position peaked at $247K in Q3 2021. 309 funds tracked by Wall St. Rank hold FTSL as of Q4 2021.

  • Foster Victor Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2021 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 5,166 First Trust Senior Loan Fund ETF shares in Q4 2021, an estimated $247K.
  • Foster Victor Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $247K in Q3 2021.
  • 309 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.