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

Intrua Financial’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
2022 Q1	–	Sell	-5,015	Closed	-$240K	–	387
2021 Q4	$240K	Sell	5,015 -509	-9%	-$24.4K	0.04%	334
2021 Q3	$264K	Buy	+5,524	New	+$265K	0.05%	312
2021 Q1	–	Sell	-4,806	Closed	-$229K	–	297
2020 Q4	$229K	Buy	+4,806	New	+$225K	0.1%	186

Other funds holding FTSL

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Intrua Financial's FTSL Position: Q1 2022 in Review

Intrua Financial sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2022, closing a stake of 5,015 shares — an estimated $240K sold.

Intrua Financial first reported a position in FTSL in Q4 2020 and held it in 3 quarters. The position peaked at $264K in Q3 2021. 332 funds tracked by Wall St. Rank hold FTSL as of Q1 2022.

Intrua Financial reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2022 after selling out during the quarter.
Intrua Financial sold 5,015 First Trust Senior Loan Fund ETF shares in Q1 2022, an estimated $240K.
Intrua Financial first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and held it in 3 quarters.
Intrua Financial's First Trust Senior Loan Fund ETF position peaked at $264K in Q3 2021.
332 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2022.

Based on Intrua Financial's 13F filing for Q1 2022, filed 11 May 2022.