Kingswood Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
4,798
-3,156
| -40% | -$145K | 0.02% | 672 |
|
|
2025
Q1 | $363K | Sell |
7,954
-455
| -5% | -$20.8K | 0.03% | 485 |
|
|
2024
Q4 | $389K | Buy |
8,409
+335
| +4% | +$15.5K | 0.03% | 520 |
|
|
2024
Q3 | $371K | Buy |
8,074
+179
| +2% | +$8.21K | 0.03% | 528 |
|
|
2024
Q2 | $361K | Sell |
7,895
-1,036
| -12% | -$47.4K | 0.03% | 474 |
|
|
2024
Q1 | $413K | Sell |
8,931
-54
| -0.6% | -$2.5K | 0.05% | 392 |
|
|
2023
Q4 | $414K | Buy |
+8,985
| New | +$414K | 0.05% | 388 |
|