GeoWealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $4K | Hold |
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|
2023
Q2 | $4K | Buy |
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|
2023
Q1 | $4K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $765K | Sell |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $3.58M | Sell |
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|
2021
Q4 | $3.96M | Sell |
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|
2021
Q3 | $4.31M | Sell |
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|
2021
Q2 | $4.43M | Buy |
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|
2021
Q1 | $4.26M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $4.58M | Buy |
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|
2019
Q4 | $4.67M | Buy |
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