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Legacy Wealth Management (Idaho)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio FTSL Stock Details FTSL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.65M Sell
35,870
-5,922
-14% -$272K 0.86% 24
2025
Q1 		$1.91M Sell
41,792
-8,885
-18% -$406K 1.35% 20
2024
Q4 		$2.34M Sell
50,677
-9,410
-16% -$435K 1.5% 20
2024
Q3 		$2.79M Buy
+60,087
New +$2.79M 1.62% 15