Householder Group Estate & Retirement Specialist’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$95K	Buy	2,064 +34	+2%	+$1.57K	0.07%	157
2024 Q3	$93K	Buy	2,030 +34	+2%	+$1.56K	0.03%	376
2024 Q2	$91K	Buy	1,996 +32	+2%	+$1.48K	0.03%	370
2024 Q1	$90.8K	Buy	+1,964	New	+$90.5K	0.03%	364
2023 Q4	–	Sell	-5,748	Closed	-$263K	–	1206
2023 Q3	$263K	Buy	+5,748	New	+$262K	0.09%	181
2022 Q4	–	Sell	-431	Closed	-$18K	–	589
2022 Q3	$18K	Buy	+431	New	+$19.4K	0.01%	597

Other funds holding FTSL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

OCM

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

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

Householder Group Estate & Retirement Specialist's FTSL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.7% in Q4 2024, buying an estimated $1.57K and bringing the position to 2,064 shares worth $95K. The position accounts for 0.07% of the portfolio, ranked #157.

Householder Group Estate & Retirement Specialist first reported a position in FTSL in Q3 2022 and has held it in 6 quarters since. The position peaked at $263K in Q3 2023. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,064 shares of First Trust Senior Loan Fund ETF worth $95K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 34 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $1.57K.
First Trust Senior Loan Fund ETF made up 0.07% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #157 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Senior Loan Fund ETF in Q3 2022 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Senior Loan Fund ETF position peaked at $263K in Q3 2023.
353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.