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

MBE 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
2020
Q2 		– Sell
-696
Closed -$29K – 219
2020
Q1 		$29K Buy
+696
New +$31.9K 0.03% 174

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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

MBE Wealth Management's FTSL Position: Q2 2020 in Review

MBE Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2020, closing a stake of 696 shares — an estimated $29K sold.

MBE Wealth Management first reported a position in FTSL in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 175 funds tracked by Wall St. Rank hold FTSL as of Q2 2020.

  • MBE Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 696 First Trust Senior Loan Fund ETF shares in Q2 2020, an estimated $29K.
  • MBE Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's First Trust Senior Loan Fund ETF position peaked at $29K in Q1 2020.
  • 175 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.