Guardian Wealth Advisors (North Carolina)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19K | Buy |
413
+13
| +3% | +$597 | ﹤0.01% | 453 |
|
2025
Q1 | $18.3K | Hold |
400
| – | – | ﹤0.01% | 433 |
|
2024
Q4 | $18.5K | Hold |
400
| – | – | ﹤0.01% | 417 |
|
2024
Q3 | $18.4K | Sell |
400
-878
| -69% | -$40.3K | ﹤0.01% | 358 |
|
2024
Q2 | $58.4K | Hold |
1,278
| – | – | 0.01% | 297 |
|
2024
Q1 | $59.1K | Hold |
1,278
| – | – | 0.01% | 309 |
|
2023
Q4 | $58.9K | Hold |
1,278
| – | – | 0.01% | 289 |
|
2023
Q3 | $58.5K | Sell |
1,278
-46
| -3% | -$2.1K | 0.01% | 280 |
|
2023
Q2 | $60K | Sell |
1,324
-22
| -2% | -$997 | 0.01% | 268 |
|
2023
Q1 | $60.9K | Hold |
1,346
| – | – | 0.01% | 255 |
|
2022
Q4 | $60K | Buy |
+1,346
| New | +$60K | 0.01% | 248 |
|