KCFA
Key Client Fiduciary 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
Q2 | $1.91M | Buy |
41,710
+986
| +2% | +$45.2K | 0.77% | 30 |
|
|
2025
Q1 | $1.86M | Sell |
40,724
-958
| -2% | -$43.7K | 0.85% | 27 |
|
|
2024
Q4 | $1.93M | Sell |
41,682
-460
| -1% | -$21.3K | 0.85% | 25 |
|
|
2024
Q3 | $1.93M | Buy |
42,142
+553
| +1% | +$25.4K | 0.87% | 24 |
|
|
2024
Q2 | $1.9M | Buy |
41,589
+19,309
| +87% | +$883K | 0.94% | 21 |
|
|
2024
Q1 | $1.03M | Buy |
22,280
+1,268
| +6% | +$58.6K | 0.55% | 42 |
|
|
2023
Q4 | $968K | Sell |
21,012
-479
| -2% | -$22.1K | 0.56% | 39 |
|
|
2023
Q3 | $983K | Sell |
21,491
-1,475
| -6% | -$67.5K | 0.6% | 38 |
|
|
2023
Q2 | $1.04M | Sell |
22,966
-677
| -3% | -$30.7K | 0.61% | 39 |
|
|
2023
Q1 | $1.07M | Sell |
23,643
-478
| -2% | -$21.6K | 0.67% | 34 |
|
|
2022
Q4 | $1.08M | Buy |
24,121
+71
| +0.3% | +$3.17K | 0.73% | 36 |
|
|
2022
Q3 | $1.06M | Sell |
24,050
-4,257
| -15% | -$188K | 0.96% | 21 |
|
|
2022
Q2 | $1.25M | Sell |
28,307
-19,882
| -41% | -$877K | 1.22% | 21 |
|
|
2022
Q1 | $2.27M | Sell |
48,189
-4,070
| -8% | -$191K | 1.79% | 14 |
|
|
2021
Q4 | $2.5M | Buy |
+52,259
| New | +$2.5M | 2.07% | 13 |
|