LC
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Lindbrook Capital’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Lindbrook Capital’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
2021
Q3 		– Sell
-500
Closed -$24K – 1904
2021
Q2 		$24K Buy
+500
New +$24K 0.01% 719

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lindbrook Capital's FTSL Position: Q3 2021 in Review

Lindbrook Capital sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2021, closing a stake of 500 shares — an estimated $24K sold.

Lindbrook Capital first reported a position in FTSL in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 261 funds tracked by Wall St. Rank hold FTSL as of Q3 2021.

  • Lindbrook Capital reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2021 after selling out during the quarter.
  • Lindbrook Capital sold 500 First Trust Senior Loan Fund ETF shares in Q3 2021, an estimated $24K.
  • Lindbrook Capital first reported a position in First Trust Senior Loan Fund ETF in Q2 2021 and held it in 1 quarter.
  • Lindbrook Capital's First Trust Senior Loan Fund ETF position peaked at $24K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2021.

Based on Lindbrook Capital's 13F filing for Q3 2021, filed 5 Nov 2021.