IWA
Inspirion Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,058
| Closed | -$234K | – | 160 |
|
|
2024
Q4 | $234K | Hold |
5,058
| – | – | 0.03% | 133 |
|
|
2024
Q3 | $232K | Sell |
5,058
-2,311
| -31% | -$106K | 0.03% | 136 |
|
|
2024
Q2 | $337K | Sell |
7,369
-846
| -10% | -$38.7K | 0.05% | 112 |
|
|
2024
Q1 | $380K | Sell |
8,215
-503
| -6% | -$23.2K | 0.06% | 103 |
|
|
2023
Q4 | $401K | Sell |
8,718
-1,090
| -11% | -$50.2K | 0.07% | 95 |
|
|
2023
Q3 | $449K | Sell |
9,808
-573
| -6% | -$26.2K | 0.09% | 87 |
|
|
2023
Q2 | $470K | Sell |
10,381
-449
| -4% | -$20.3K | 0.09% | 86 |
|
|
2023
Q1 | $490K | Sell |
10,830
-8,196
| -43% | -$371K | 0.1% | 83 |
|
|
2022
Q4 | $848K | Sell |
19,026
-6,106
| -24% | -$272K | 0.18% | 55 |
|
|
2022
Q3 | $1.11M | Buy |
25,132
+3,391
| +16% | +$150K | 0.25% | 40 |
|
|
2022
Q2 | $959K | Buy |
+21,741
| New | +$959K | 0.21% | 50 |
|