PIS
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POM Investment Strategies’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

POM Investment Strategies’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
2024
Q4 		– Sell
-5
Closed -$229 – 354
2024
Q3 		$229 Buy
+5
New +$230 ﹤0.01% 299

Other funds holding FTSL

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

POM Investment Strategies's FTSL Position: Q4 2024 in Review

POM Investment Strategies sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2024, closing a stake of 5 shares — an estimated $229 sold.

POM Investment Strategies first reported a position in FTSL in Q3 2024 and held it in 1 quarter. The position peaked at $229 in Q3 2024. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

  • POM Investment Strategies reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2024 after selling out during the quarter.
  • POM Investment Strategies sold 5 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $229.
  • POM Investment Strategies first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and held it in 1 quarter.
  • POM Investment Strategies's First Trust Senior Loan Fund ETF position peaked at $229 in Q3 2024.
  • 353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.