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Pinnacle Wealth Management Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Pinnacle Wealth Management 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
2022
Q2 		– Sell
-70,952
Closed -$3.34M – 118
2022
Q1 		$3.34M Buy
+70,952
New +$3.37M 2.51% 8

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
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 Wealth Management Group's FTSL Position: Q2 2022 in Review

Pinnacle Wealth Management Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2022, closing a stake of 70,952 shares — an estimated $3.34M sold.

Pinnacle Wealth Management Group first reported a position in FTSL in Q1 2022 and held it in 1 quarter. The position peaked at $3.34M in Q1 2022. 327 funds tracked by Wall St. Rank hold FTSL as of Q2 2022.

  • Pinnacle Wealth Management Group reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 70,952 First Trust Senior Loan Fund ETF shares in Q2 2022, an estimated $3.34M.
  • Pinnacle Wealth Management Group first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and held it in 1 quarter.
  • Pinnacle Wealth Management Group's First Trust Senior Loan Fund ETF position peaked at $3.34M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2022, filed 2 Aug 2022.