Philip James Wealth Mangement’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
4,394
-1,444
-25% -$66.3K 0.03% 166
2025
Q1
$267K Sell
5,838
-7,265
-55% -$332K 0.03% 142
2024
Q4
$606K Buy
13,103
+862
+7% +$39.9K 0.08% 98
2024
Q3
$562K Sell
12,241
-111
-0.9% -$5.09K 0.07% 97
2024
Q2
$565K Sell
12,352
-53,456
-81% -$2.44M 0.38% 32
2024
Q1
$3.04M Buy
65,808
+3,010
+5% +$139K 2.15% 13
2023
Q4
$2.89M Buy
+62,798
New +$2.89M 2.24% 12