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Hyperion Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Hyperion Partners’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
Q3 		$225K Buy
4,899
+68
+1% +$3.13K 0.14% 68
2024
Q2 		$221K Buy
+4,831
New +$223K 0.16% 64

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hyperion Partners's FTSL Position: Q3 2024 in Review

Hyperion Partners increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.4% in Q3 2024, buying an estimated $3.13K and bringing the position to 4,899 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #68.

Hyperion Partners first reported a position in FTSL in Q2 2024 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold FTSL as of Q3 2024.

  • Hyperion Partners held 4,899 shares of First Trust Senior Loan Fund ETF worth $225K as of Q3 2024.
  • Hyperion Partners bought 68 First Trust Senior Loan Fund ETF shares in Q3 2024, an estimated $3.13K.
  • First Trust Senior Loan Fund ETF made up 0.14% of Hyperion Partners's portfolio in Q3 2024, its #68 holding.
  • Hyperion Partners first reported a position in First Trust Senior Loan Fund ETF in Q2 2024 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.