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 $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return