LWS Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

LWS Wealth Advisors’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
2023 Q4	$212K	Buy	+4,601	New	+$211K	0.08%	65

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWS Wealth Advisors's FTSL Position: Q4 2023 in Review

LWS Wealth Advisors opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q4 2023: 4,601 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings.

324 funds tracked by Wall St. Rank hold FTSL as of Q4 2023.

LWS Wealth Advisors held 4,601 shares of First Trust Senior Loan Fund ETF worth $212K as of Q4 2023.
First Trust Senior Loan Fund ETF was a new LWS Wealth Advisors position in Q4 2023.
First Trust Senior Loan Fund ETF made up 0.08% of LWS Wealth Advisors's portfolio in Q4 2023, its #65 holding.
324 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.