Madden Advisory Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Madden Advisory Services’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 Q4	–	Sell	-6,664	Closed	-$320K	–	87
2018 Q3	$320K	Buy	6,664 +228	+4%	+$10.9K	0.19%	69
2018 Q2	$307K	Buy	6,436 +122	+2%	+$5.87K	0.19%	69
2018 Q1	$303K	Hold	6,314	–	–	0.18%	74
2017 Q4	$303K	Buy	+6,314	New	+$304K	0.18%	76
2017 Q2	–	Sell	-1,010	Closed	-$48K	–	129
2017 Q1	$48K	Buy	+1,010	New	+$49K	0.03%	126
2016 Q4	–	Sell	-32,682	Closed	-$1.58M	–	82
2016 Q3	$1.58M	Hold	32,682	–	–	0.97%	31
2016 Q2	$1.56M	Hold	32,682	–	–	0.96%	33
2016 Q1	$1.55M	Hold	32,682	–	–	1.01%	31
2015 Q4	$1.53M	Buy	32,682 +31,672	+3,136%	+$1.51M	1.01%	31
2015 Q3	$48K	Hold	1,010	–	–	0.03%	128
2015 Q2	$49K	Buy	+1,010	New	+$49.8K	0.03%	128
2015 Q1	–	Sell	-1,010	Closed	-$49K	–	144
2014 Q4	$49K	Hold	1,010	–	–	0.03%	139
2014 Q3	$49K	Buy	+1,010	New	+$50K	0.03%	161

Other funds holding FTSL

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Madden Advisory Services's FTSL Position: Q4 2018 in Review

Madden Advisory Services sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2018, closing a stake of 6,664 shares — an estimated $320K sold.

Madden Advisory Services first reported a position in FTSL in Q3 2014 and held it in 13 quarters. The position peaked at $1.58M in Q3 2016. 177 funds tracked by Wall St. Rank hold FTSL as of Q4 2018.

Madden Advisory Services reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2018 after selling out during the quarter.
Madden Advisory Services sold 6,664 First Trust Senior Loan Fund ETF shares in Q4 2018, an estimated $320K.
Madden Advisory Services first reported a position in First Trust Senior Loan Fund ETF in Q3 2014 and held it in 13 quarters.
Madden Advisory Services's First Trust Senior Loan Fund ETF position peaked at $1.58M in Q3 2016.
177 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2018.

Based on Madden Advisory Services's 13F filing for Q4 2018, filed 23 Jan 2019.