Peak Planning Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Peak Planning Group’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
2021 Q4	$244K	Buy	+5,090	New	+$244K	0.18%	73

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

RJA

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

RJFSA

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

Peak Planning Group's FTSL Position: Q4 2021 in Review

Peak Planning Group opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q4 2021: 5,090 shares worth $244K. The stake represents 0.18% of the portfolio and ranks #73 among its holdings.

309 funds tracked by Wall St. Rank hold FTSL as of Q4 2021.

Peak Planning Group held 5,090 shares of First Trust Senior Loan Fund ETF worth $244K as of Q4 2021.
First Trust Senior Loan Fund ETF was a new Peak Planning Group position in Q4 2021.
First Trust Senior Loan Fund ETF made up 0.18% of Peak Planning Group's portfolio in Q4 2021, its #73 holding.
309 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2021.

Based on Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.