NEXT Financial Holdings’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$124K	Buy	+2,627	New	+$124K	0.03%	480

Other funds holding FTSL

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NEXT Financial Holdings's FTSL Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q1 2019: 2,627 shares worth $124K. The stake represents 0.03% of the portfolio and ranks #480 among its holdings.

181 funds tracked by Wall St. Rank hold FTSL as of Q1 2019.

NEXT Financial Holdings held 2,627 shares of First Trust Senior Loan Fund ETF worth $124K as of Q1 2019.
First Trust Senior Loan Fund ETF was a new NEXT Financial Holdings position in Q1 2019.
First Trust Senior Loan Fund ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #480 holding.
181 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.