Ground Swell Capital’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Ground Swell Capital’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
2014 Q3	$4K	Buy	+75	New	+$3.71K	0.01%	1560

Other funds holding FTSL

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

SCA

Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM

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

Ground Swell Capital's FTSL Position: Q3 2014 in Review

Ground Swell Capital opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q3 2014: 75 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1560 among its holdings.

47 funds tracked by Wall St. Rank hold FTSL as of Q3 2014.

Ground Swell Capital held 75 shares of First Trust Senior Loan Fund ETF worth $4K as of Q3 2014.
First Trust Senior Loan Fund ETF was a new Ground Swell Capital position in Q3 2014.
First Trust Senior Loan Fund ETF made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1560 holding.
47 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.