Peterson Financial Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Peterson Financial 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
2024 Q3	$97.6K	Buy	+2,128	New	+$97.8K	0.38%	55
2023 Q1	–	Sell	-4,963	Closed	-$221K	–	38
2022 Q4	$221K	Buy	4,963 +12	+0.2%	+$538	0.29%	70
2022 Q3	$218K	Sell	4,951 -602	-11%	-$27.2K	0.21%	71
2022 Q2	$245K	Sell	5,553 -108	-2%	-$4.97K	0.23%	66
2022 Q1	$266K	Sell	5,661 -343	-6%	-$16.3K	0.22%	71
2021 Q4	$288K	Buy	+6,004	New	+$287K	0.23%	72

Other funds holding FTSL

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

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

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

Peterson Financial Group's FTSL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q3 2024: 2,128 shares worth $97.6K. The stake represents 0.38% of the portfolio and ranks #55 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in FTSL as recently as Q4 2022.

Peterson Financial Group first reported a position in FTSL in Q4 2021 and has held it in 6 quarters since. The position peaked at $288K in Q4 2021. 321 funds tracked by Wall St. Rank hold FTSL as of Q3 2024.

Peterson Financial Group held 2,128 shares of First Trust Senior Loan Fund ETF worth $97.6K as of Q3 2024.
First Trust Senior Loan Fund ETF was a new Peterson Financial Group position in Q3 2024.
First Trust Senior Loan Fund ETF made up 0.38% of Peterson Financial Group's portfolio in Q3 2024, its #55 holding.
Peterson Financial Group first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's First Trust Senior Loan Fund ETF position peaked at $288K in Q4 2021.
321 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.