Newman Dignan & Sheerar Inc’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Newman Dignan & Sheerar Inc’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
2023 Q1	–	Sell	-10,866	Closed	-$485K	–	197
2022 Q4	$485K	Sell	10,866 -2,684	-20%	-$120K	0.16%	113
2022 Q3	$597	Sell	13,550 -484	-3%	-$21.8K	0.09%	97
2022 Q2	$619K	Sell	14,034 -1,059	-7%	-$48.7K	0.21%	102
2022 Q1	$710	Buy	+15,093	New	+$716K	0.14%	96

Other funds holding FTSL

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Newman Dignan & Sheerar Inc's FTSL Position: Q1 2023 in Review

Newman Dignan & Sheerar Inc sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2023, closing a stake of 10,866 shares — an estimated $485K sold.

Newman Dignan & Sheerar Inc first reported a position in FTSL in Q1 2022 and held it in 4 quarters. The position peaked at $619K in Q2 2022. 311 funds tracked by Wall St. Rank hold FTSL as of Q1 2023.

Newman Dignan & Sheerar Inc reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2023 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 10,866 First Trust Senior Loan Fund ETF shares in Q1 2023, an estimated $485K.
Newman Dignan & Sheerar Inc first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and held it in 4 quarters.
Newman Dignan & Sheerar Inc's First Trust Senior Loan Fund ETF position peaked at $619K in Q2 2022.
311 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2023, filed 28 Apr 2023.