Investmark Advisory Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Investmark Advisory Group’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	-1,032	Closed	-$49K	–	185
2021 Q4	$49K	Buy	+1,032	New	+$49.4K	0.05%	161

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

Investmark Advisory Group's FTSL Position: Q1 2022 in Review

Investmark Advisory Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2022, closing a stake of 1,032 shares — an estimated $49K sold.

Investmark Advisory Group first reported a position in FTSL in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 332 funds tracked by Wall St. Rank hold FTSL as of Q1 2022.

Investmark Advisory Group reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 1,032 First Trust Senior Loan Fund ETF shares in Q1 2022, an estimated $49K.
Investmark Advisory Group first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's First Trust Senior Loan Fund ETF position peaked at $49K in Q4 2021.
332 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.