HWMA
FTSL icon

Heritage Wealth Management (Arizona)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		– Sell
-124
Closed -$5K – 1086
2022
Q3 		$5K Buy
+124
New +$5.59K ﹤0.01% 755

Other funds holding FTSL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FTSL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2022, closing a stake of 124 shares — an estimated $5K sold.

Heritage Wealth Management (Arizona) first reported a position in FTSL in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 333 funds tracked by Wall St. Rank hold FTSL as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 124 First Trust Senior Loan Fund ETF shares in Q4 2022, an estimated $5K.
  • Heritage Wealth Management (Arizona) first reported a position in First Trust Senior Loan Fund ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s First Trust Senior Loan Fund ETF position peaked at $5K in Q3 2022.
  • 333 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.