Global Wealth Management Investment Advisory’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q2	–	Sell	-387	Closed	-$16K	–	627
2020 Q1	$16K	Hold	387	–	–	0.01%	277
2019 Q4	$19K	Sell	387 -54	-12%	-$2.56K	0.01%	270
2019 Q3	$21K	Hold	441	–	–	0.01%	240
2019 Q2	$21K	Sell	441 -1,872	-81%	-$89.1K	0.01%	267
2019 Q1	$109K	Sell	2,313 -2,480	-52%	-$117K	0.06%	154
2018 Q4	$218K	Buy	+4,793	New	+$227K	0.13%	127

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Global Wealth Management Investment Advisory's FTSL Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2020, closing a stake of 387 shares — an estimated $16K sold.

Global Wealth Management Investment Advisory first reported a position in FTSL in Q4 2018 and held it in 6 quarters. The position peaked at $218K in Q4 2018. 175 funds tracked by Wall St. Rank hold FTSL as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 387 First Trust Senior Loan Fund ETF shares in Q2 2020, an estimated $16K.
Global Wealth Management Investment Advisory first reported a position in First Trust Senior Loan Fund ETF in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's First Trust Senior Loan Fund ETF position peaked at $218K in Q4 2018.
175 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.