Gradient Investments’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Gradient Investments’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 Q3	–	Sell	-198	Closed	-$9.05K	–	687
2024 Q2	$9.05K	Buy	+198	New	+$9.13K	﹤0.01%	755
2019 Q3	–	Sell	-19	Closed	-$1K	–	1148
2019 Q2	$1K	Sell	19 -39	-67%	-$1.86K	﹤0.01%	944
2019 Q1	$3K	Buy	+58	New	+$2.73K	﹤0.01%	703
2018 Q4	–	Sell	-63	Closed	-$3K	–	973
2018 Q3	$3K	Hold	63	–	–	﹤0.01%	799
2018 Q2	$3K	Hold	63	–	–	﹤0.01%	770
2018 Q1	$3K	Buy	+63	New	+$3.04K	﹤0.01%	774

Other funds holding FTSL

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's FTSL Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2024, closing a stake of 198 shares — an estimated $9.05K sold.

Gradient Investments first reported a position in FTSL in Q1 2018 and held it in 6 quarters. The position peaked at $9.05K in Q2 2024. 321 funds tracked by Wall St. Rank hold FTSL as of Q3 2024.

Gradient Investments reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 198 First Trust Senior Loan Fund ETF shares in Q3 2024, an estimated $9.05K.
Gradient Investments first reported a position in First Trust Senior Loan Fund ETF in Q1 2018 and held it in 6 quarters.
Gradient Investments's First Trust Senior Loan Fund ETF position peaked at $9.05K in Q2 2024.
321 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.