Hershey Financial Advisers’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Hershey Financial Advisers’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
2024 Q2	$13.8K	Buy	+302	New	+$13.9K	0.01%	91

Other funds holding FTSL

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Hershey Financial Advisers's FTSL Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2024: 302 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #91 among its holdings.

331 funds tracked by Wall St. Rank hold FTSL as of Q2 2024.

Hershey Financial Advisers held 302 shares of First Trust Senior Loan Fund ETF worth $13.8K as of Q2 2024.
First Trust Senior Loan Fund ETF was a new Hershey Financial Advisers position in Q2 2024.
First Trust Senior Loan Fund ETF made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #91 holding.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.