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Hanson & Doremus Investment Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Hanson & Doremus Investment Management’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
2023
Q2 		– Sell
-993
Closed -$45K – 456
2023
Q1 		$45K Buy
+993
New +$45.1K 0.01% 302

Other funds holding FTSL

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Hanson & Doremus Investment Management's FTSL Position: Q2 2023 in Review

Hanson & Doremus Investment Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2023, closing a stake of 993 shares — an estimated $45K sold.

Hanson & Doremus Investment Management first reported a position in FTSL in Q1 2023 and held it in 1 quarter. The position peaked at $45K in Q1 2023. 299 funds tracked by Wall St. Rank hold FTSL as of Q2 2023.

  • Hanson & Doremus Investment Management reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2023 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 993 First Trust Senior Loan Fund ETF shares in Q2 2023, an estimated $45K.
  • Hanson & Doremus Investment Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's First Trust Senior Loan Fund ETF position peaked at $45K in Q1 2023.
  • 299 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2023, filed 18 Jul 2023.