Plante Moran Financial Advisors’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 | $48.2K | Hold |
1,050
| – | – | ﹤0.01% | 336 |
|
|
2025
Q1 | $47.9K | Hold |
1,050
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $48.6K | Hold |
1,050
| – | – | ﹤0.01% | 353 |
|
|
2024
Q3 | $48.2K | Hold |
1,050
| – | – | ﹤0.01% | 390 |
|
|
2024
Q2 | $48K | Hold |
1,050
| – | – | ﹤0.01% | 343 |
|
|
2024
Q1 | $48.5K | Hold |
1,050
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $48.4K | Hold |
1,050
| – | – | 0.01% | 323 |
|
|
2023
Q3 | $48K | Hold |
1,050
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $47.6K | Hold |
1,050
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $47.5K | Hold |
1,050
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $46.8K | Hold |
1,050
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $46K | Hold |
1,050
| – | – | 0.01% | 323 |
|
|
2022
Q2 | $46K | Hold |
1,050
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $49K | Hold |
1,050
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $50K | Hold |
1,050
| – | – | 0.01% | 362 |
|
|
2021
Q3 | $50K | Hold |
1,050
| – | – | 0.01% | 383 |
|
|
2021
Q2 | $50K | Hold |
1,050
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $50K | Hold |
1,050
| – | – | 0.01% | 366 |
|
|
2020
Q4 | $50K | Hold |
1,050
| – | – | 0.02% | 362 |
|
|
2020
Q3 | $48K | Hold |
1,050
| – | – | 0.02% | 325 |
|
|
2020
Q2 | $47K | Hold |
1,050
| – | – | 0.02% | 299 |
|
|
2020
Q1 | $44K | Sell |
1,050
-1,715
| -62% | -$71.9K | 0.02% | 272 |
|
|
2019
Q4 | $132K | Hold |
2,765
| – | – | 0.05% | 204 |
|
|
2019
Q3 | $131K | Hold |
2,765
| – | – | 0.04% | 212 |
|
|
2019
Q2 | $130K | Hold |
2,765
| – | – | 0.04% | 194 |
|
|
2019
Q1 | $130K | Hold |
2,765
| – | – | 0.04% | 196 |
|
|
2018
Q4 | $126K | Buy |
2,765
+1,000
| +57% | +$45.6K | 0.04% | 178 |
|
|
2018
Q3 | $85K | Hold |
1,765
| – | – | 0.03% | 228 |
|
|
2018
Q2 | $84K | Hold |
1,765
| – | – | 0.04% | 244 |
|
|
2018
Q1 | $85K | Hold |
1,765
| – | – | 0.05% | 257 |
|
|
2017
Q4 | $85K | Hold |
1,765
| – | – | 0.05% | 249 |
|
|
2017
Q3 | $85K | Hold |
1,765
| – | – | 0.05% | 228 |
|
|
2017
Q2 | $85K | Hold |
1,765
| – | – | 0.05% | 228 |
|
|
2017
Q1 | $85K | Buy |
+1,765
| New | +$85K | 0.05% | 234 |
|