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Kings Point Capital Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Kings Point Capital Management’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 		$46K Hold
979
– – ﹤0.01% 357
2021
Q4 		$47K Sell
979
-21
-2% -$1K ﹤0.01% 398
2021
Q3 		$48K Buy
+1,000
New +$47.9K ﹤0.01% 362

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kings Point Capital Management's FTSL Position: Q1 2022 in Review

Kings Point Capital Management held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q1 2022 at 979 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Kings Point Capital Management first reported a position in FTSL in Q3 2021 and has held it in 3 quarters since. The position peaked at $48K in Q3 2021. 332 funds tracked by Wall St. Rank hold FTSL as of Q1 2022.

  • Kings Point Capital Management held 979 shares of First Trust Senior Loan Fund ETF worth $46K as of Q1 2022.
  • Kings Point Capital Management left its First Trust Senior Loan Fund ETF share count unchanged in Q1 2022.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #357 holding.
  • Kings Point Capital Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and has held it in 3 quarters since.
  • Kings Point Capital Management's First Trust Senior Loan Fund ETF position peaked at $48K in Q3 2021.
  • 332 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.