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New Century Financial Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

New Century Financial Group’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
2024
Q4 		– Sell
-8,009
Closed -$368K – 303
2024
Q3 		$368K Buy
+8,009
New +$368K 0.13% 193

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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New Century Financial Group's FTSL Position: Q4 2024 in Review

New Century Financial Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2024, closing a stake of 8,009 shares — an estimated $368K sold.

New Century Financial Group first reported a position in FTSL in Q3 2024 and held it in 1 quarter. The position peaked at $368K in Q3 2024. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

  • New Century Financial Group reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 8,009 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $368K.
  • New Century Financial Group first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and held it in 1 quarter.
  • New Century Financial Group's First Trust Senior Loan Fund ETF position peaked at $368K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.