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Pinnacle Wealth Planning Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Pinnacle Wealth Planning Services’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
2019
Q1 		– Sell
-14,084
Closed -$641K – 174
2018
Q4 		$641K Buy
+14,084
New +$667K 0.41% 50

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AFA
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AIM
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GFPC
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RJFSA
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Pinnacle Wealth Planning Services's FTSL Position: Q1 2019 in Review

Pinnacle Wealth Planning Services sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2019, closing a stake of 14,084 shares — an estimated $641K sold.

Pinnacle Wealth Planning Services first reported a position in FTSL in Q4 2018 and held it in 1 quarter. The position peaked at $641K in Q4 2018. 181 funds tracked by Wall St. Rank hold FTSL as of Q1 2019.

  • Pinnacle Wealth Planning Services reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2019 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 14,084 First Trust Senior Loan Fund ETF shares in Q1 2019, an estimated $641K.
  • Pinnacle Wealth Planning Services first reported a position in First Trust Senior Loan Fund ETF in Q4 2018 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's First Trust Senior Loan Fund ETF position peaked at $641K in Q4 2018.
  • 181 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2019.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2019, filed 8 May 2019.