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National Planning Corporation’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-21,787
Closed -$1.05M – 238
2017
Q3 		$1.05M Buy
21,787
+7,390
+51% +$358K 0.09% 226
2017
Q2 		$696K Buy
14,397
+3,295
+30% +$160K 0.05% 322
2017
Q1 		$538K Buy
11,102
+1,242
+13% +$60.3K 0.04% 361
2016
Q4 		$478K Buy
9,860
+1,938
+24% +$93.8K 0.04% 381
2016
Q3 		$382K Buy
7,922
+11
+0.1% +$532 0.03% 421
2016
Q2 		$382K Sell
7,911
-188
-2% -$9.02K 0.03% 432
2016
Q1 		$389K Buy
8,099
+2,576
+47% +$121K 0.03% 417
2015
Q4 		$258K Buy
5,523
+486
+10% +$23.2K 0.02% 560
2015
Q3 		$243K Sell
5,037
-398
-7% -$19.5K 0.02% 506
2015
Q2 		$266K Buy
5,435
+701
+15% +$34.6K 0.02% 504
2015
Q1 		$233K Buy
4,734
+1,214
+34% +$59.5K 0.02% 552
2014
Q4 		$171K Buy
+3,520
New +$172K 0.01% 721

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 $7.56B AUM 23.82% 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 $445B AUM 25.58% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return

National Planning Corporation's FTSL Position: Q4 2017 in Review

National Planning Corporation sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2017, closing a stake of 21,787 shares — an estimated $1.05M sold.

National Planning Corporation first reported a position in FTSL in Q4 2014 and held it in 12 quarters. The position peaked at $1.05M in Q3 2017. 142 funds tracked by Wall St. Rank hold FTSL as of Q4 2017.

  • National Planning Corporation reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 21,787 First Trust Senior Loan Fund ETF shares in Q4 2017, an estimated $1.05M.
  • National Planning Corporation first reported a position in First Trust Senior Loan Fund ETF in Q4 2014 and held it in 12 quarters.
  • National Planning Corporation's First Trust Senior Loan Fund ETF position peaked at $1.05M in Q3 2017.
  • 142 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.