Octavia Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $653K | Sell |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $661K | Sell |
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|
2023
Q3 | $682K | Sell |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $822K | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $9.21M | Buy |
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|
2021
Q2 | $4.88M | Buy |
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|
2021
Q1 | $4.18M | Buy |
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|
2020
Q4 | $2.11M | Buy |
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