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Gilliland Jeter Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-1,247
Closed -$57.2K – 344
2024
Q3 		$57.2K Buy
1,247
+15
+1% +$690 0.02% 287
2024
Q2 		$56.3K Buy
1,232
+7
+0.6% +$323 0.02% 279
2024
Q1 		$56.6K Buy
+1,225
New +$56.5K 0.02% 280

Other funds holding FTSL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gilliland Jeter Wealth Management's FTSL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2024, closing a stake of 1,247 shares — an estimated $57.2K sold.

Gilliland Jeter Wealth Management first reported a position in FTSL in Q1 2024 and held it in 3 quarters. The position peaked at $57.2K in Q3 2024. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,247 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $57.2K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's First Trust Senior Loan Fund ETF position peaked at $57.2K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.