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Lake Point Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Lake Point Wealth 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
2019
Q2 		$16K Hold
349
– – 0.01% 267
2019
Q1 		$16K Sell
349
-25,656
-99% -$1.21M 0.01% 267
2018
Q4 		$1.18M Buy
+26,005
New +$1.23M 0.44% 43

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lake Point Wealth Management's FTSL Position: Q2 2019 in Review

Lake Point Wealth Management held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q2 2019 at 349 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #267.

Lake Point Wealth Management first reported a position in FTSL in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2018. 176 funds tracked by Wall St. Rank hold FTSL as of Q2 2019.

  • Lake Point Wealth Management held 349 shares of First Trust Senior Loan Fund ETF worth $16K as of Q2 2019.
  • Lake Point Wealth Management left its First Trust Senior Loan Fund ETF share count unchanged in Q2 2019.
  • First Trust Senior Loan Fund ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #267 holding.
  • Lake Point Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's First Trust Senior Loan Fund ETF position peaked at $1.18M in Q4 2018.
  • 176 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.