Pinnacle Family Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Pinnacle Family Advisors’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
2022 Q2	–	Sell	-10,858	Closed	-$511K	–	95
2022 Q1	$511K	Buy	10,858 +1,288	+13%	+$61.1K	0.27%	66
2021 Q4	$459K	Buy	9,570 +1,023	+12%	+$49K	0.21%	67
2021 Q3	$409K	Buy	+8,547	New	+$410K	0.18%	77

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

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

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Pinnacle Family Advisors's FTSL Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2022, closing a stake of 10,858 shares — an estimated $511K sold.

Pinnacle Family Advisors first reported a position in FTSL in Q3 2021 and held it in 3 quarters. The position peaked at $511K in Q1 2022. 327 funds tracked by Wall St. Rank hold FTSL as of Q2 2022.

Pinnacle Family Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 10,858 First Trust Senior Loan Fund ETF shares in Q2 2022, an estimated $511K.
Pinnacle Family Advisors first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and held it in 3 quarters.
Pinnacle Family Advisors's First Trust Senior Loan Fund ETF position peaked at $511K in Q1 2022.
327 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.