PWA
PCG Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.97M | Buy |
42,990
+169
| +0.4% | +$7.76K | 1.01% | 30 |
|
2025
Q1 | $1.95M | Buy |
42,821
+981
| +2% | +$44.8K | 0.68% | 49 |
|
2024
Q4 | $1.93M | Buy |
41,840
+2,296
| +6% | +$106K | 0.71% | 40 |
|
2024
Q3 | $1.81M | Buy |
39,544
+1,891
| +5% | +$86.8K | 0.7% | 44 |
|
2024
Q2 | $1.72M | Buy |
37,653
+83
| +0.2% | +$3.79K | 0.75% | 43 |
|
2024
Q1 | $1.74M | Buy |
37,570
+3,960
| +12% | +$183K | 0.83% | 40 |
|
2023
Q4 | $1.55M | Buy |
33,610
+1,874
| +6% | +$86.3K | 0.86% | 39 |
|
2023
Q3 | $1.45M | Sell |
31,736
-3,938
| -11% | -$180K | 0.95% | 31 |
|
2023
Q2 | $1.62M | Buy |
35,674
+2,486
| +7% | +$113K | 1% | 32 |
|
2023
Q1 | $1.5M | Sell |
33,188
-5,564
| -14% | -$252K | 0.95% | 30 |
|
2022
Q4 | $1.73M | Buy |
38,752
+33,160
| +593% | +$1.48M | 1.09% | 22 |
|
2022
Q3 | $246K | Buy |
+5,592
| New | +$246K | 0.09% | 119 |
|