NNP
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Nachman Norwood & Parrott’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-867
Closed -$40K – 541
2020
Q3 		$40K Buy
+867
New +$40K 0.01% 491

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Nachman Norwood & Parrott's FTSL Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2020, closing a stake of 867 shares — an estimated $40K sold.

Nachman Norwood & Parrott first reported a position in FTSL in Q3 2020 and held it in 1 quarter. The position peaked at $40K in Q3 2020. 195 funds tracked by Wall St. Rank hold FTSL as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 867 First Trust Senior Loan Fund ETF shares in Q4 2020, an estimated $40K.
  • Nachman Norwood & Parrott first reported a position in First Trust Senior Loan Fund ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust Senior Loan Fund ETF position peaked at $40K in Q3 2020.
  • 195 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.