Great Lakes Retirement’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Great Lakes Retirement’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 Q1	–	Sell	-46,105	Closed	-$2.21M	–	153
2019 Q4	$2.21M	Buy	+46,105	New	+$2.19M	0.68%	27

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

Jane Street New York $777B AUM 61.18% 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

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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

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

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Great Lakes Retirement's FTSL Position: Q1 2020 in Review

Great Lakes Retirement sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2020, closing a stake of 46,105 shares — an estimated $2.21M sold.

Great Lakes Retirement first reported a position in FTSL in Q4 2019 and held it in 1 quarter. The position peaked at $2.21M in Q4 2019. 187 funds tracked by Wall St. Rank hold FTSL as of Q1 2020.

Great Lakes Retirement reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2020 after selling out during the quarter.
Great Lakes Retirement sold 46,105 First Trust Senior Loan Fund ETF shares in Q1 2020, an estimated $2.21M.
Great Lakes Retirement first reported a position in First Trust Senior Loan Fund ETF in Q4 2019 and held it in 1 quarter.
Great Lakes Retirement's First Trust Senior Loan Fund ETF position peaked at $2.21M in Q4 2019.
187 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2020.

Based on Great Lakes Retirement's 13F filing for Q1 2020, filed 4 Jun 2020.