Hoey Investments’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Hoey Investments’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 Q4	–	Sell	-226	Closed	-$10.3K	–	355
2023 Q3	$10.3K	Hold	226	–	–	﹤0.01%	209
2023 Q2	$10.2K	Hold	226	–	–	﹤0.01%	208
2023 Q1	$10.2K	Hold	226	–	–	﹤0.01%	214
2022 Q4	$10.1K	Hold	226	–	–	﹤0.01%	212
2022 Q3	$10K	Hold	226	–	–	﹤0.01%	227
2022 Q2	$10K	Hold	226	–	–	﹤0.01%	184
2022 Q1	$11K	Hold	226	–	–	﹤0.01%	164
2021 Q4	$11K	Hold	226	–	–	﹤0.01%	169
2021 Q3	$11K	Hold	226	–	–	﹤0.01%	166
2021 Q2	$11K	Hold	226	–	–	﹤0.01%	165
2021 Q1	$11K	Hold	226	–	–	﹤0.01%	165
2020 Q4	$11K	Buy	+226	New	+$10.6K	﹤0.01%	138

Other funds holding FTSL

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

OCM

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

RJFSA

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

Hoey Investments's FTSL Position: Q4 2023 in Review

Hoey Investments sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2023, closing a stake of 226 shares — an estimated $10.3K sold.

Hoey Investments first reported a position in FTSL in Q4 2020 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 324 funds tracked by Wall St. Rank hold FTSL as of Q4 2023.

Hoey Investments reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2023 after selling out during the quarter.
Hoey Investments sold 226 First Trust Senior Loan Fund ETF shares in Q4 2023, an estimated $10.3K.
Hoey Investments first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and held it in 12 quarters.
Hoey Investments's First Trust Senior Loan Fund ETF position peaked at $11K in Q1 2022.
324 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2023.

Based on Hoey Investments's 13F filing for Q4 2023, filed 13 Feb 2024.