Fusion Investment Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Fusion Investment Group’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
2015 Q4	$209K	Buy	+4,465	New	+$213K	0.56%	58

Other funds holding FTSL

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fusion Investment Group's FTSL Position: Q4 2015 in Review

Fusion Investment Group opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q4 2015: 4,465 shares worth $209K. The stake represents 0.56% of the portfolio and ranks #58 among its holdings.

70 funds tracked by Wall St. Rank hold FTSL as of Q4 2015.

Fusion Investment Group held 4,465 shares of First Trust Senior Loan Fund ETF worth $209K as of Q4 2015.
First Trust Senior Loan Fund ETF was a new Fusion Investment Group position in Q4 2015.
First Trust Senior Loan Fund ETF made up 0.56% of Fusion Investment Group's portfolio in Q4 2015, its #58 holding.
70 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.