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Omnia Family Wealth’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-69
Closed -$3K – 254
2019
Q1 		$3K Buy
+69
New +$3.25K ﹤0.01% 382

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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
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Omnia Family Wealth's FTSL Position: Q2 2019 in Review

Omnia Family Wealth sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2019, closing a stake of 69 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in FTSL in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 176 funds tracked by Wall St. Rank hold FTSL as of Q2 2019.

  • Omnia Family Wealth reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 69 First Trust Senior Loan Fund ETF shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in First Trust Senior Loan Fund ETF in Q1 2019 and held it in 1 quarter.
  • Omnia Family Wealth's First Trust Senior Loan Fund ETF position peaked at $3K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.