Platform Technology Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Platform Technology Partners’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
2023 Q1	–	Sell	-4,610	Closed	-$206K	–	213
2022 Q4	$206K	Hold	4,610	–	–	0.11%	171
2022 Q3	$203K	Sell	4,610 -1,594	-26%	-$71.9K	0.12%	163
2022 Q2	$274K	Sell	6,204 -7,152	-54%	-$329K	0.15%	142
2022 Q1	$628K	Sell	13,356 -175	-1%	-$8.31K	0.3%	91
2021 Q4	$648K	Buy	13,531 +3,062	+29%	+$147K	0.28%	91
2021 Q3	$501K	Buy	10,469 +825	+9%	+$39.5K	0.23%	116
2021 Q2	$463K	Buy	+9,644	New	+$463K	0.19%	136

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Platform Technology Partners's FTSL Position: Q1 2023 in Review

Platform Technology Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2023, closing a stake of 4,610 shares — an estimated $206K sold.

Platform Technology Partners first reported a position in FTSL in Q2 2021 and held it in 7 quarters. The position peaked at $648K in Q4 2021. 312 funds tracked by Wall St. Rank hold FTSL as of Q1 2023.

Platform Technology Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2023 after selling out during the quarter.
Platform Technology Partners sold 4,610 First Trust Senior Loan Fund ETF shares in Q1 2023, an estimated $206K.
Platform Technology Partners first reported a position in First Trust Senior Loan Fund ETF in Q2 2021 and held it in 7 quarters.
Platform Technology Partners's First Trust Senior Loan Fund ETF position peaked at $648K in Q4 2021.
312 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2023.

Based on Platform Technology Partners's 13F filing for Q1 2023, filed 4 Apr 2023.