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Litman Gregory Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Litman Gregory 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
2018
Q2 		– Sell
-1,775
Closed -$85K – 124
2018
Q1 		$85K Buy
+1,775
New +$85.6K 0.03% 58

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Litman Gregory Wealth Management's FTSL Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2018, closing a stake of 1,775 shares — an estimated $85K sold.

Litman Gregory Wealth Management first reported a position in FTSL in Q1 2018 and held it in 1 quarter. The position peaked at $85K in Q1 2018. 159 funds tracked by Wall St. Rank hold FTSL as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,775 First Trust Senior Loan Fund ETF shares in Q2 2018, an estimated $85K.
  • Litman Gregory Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's First Trust Senior Loan Fund ETF position peaked at $85K in Q1 2018.
  • 159 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.