Proficio Capital Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Proficio Capital 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
2019 Q2	–	Sell	-1,000	Closed	-$47K	–	1986
2019 Q1	$47K	Hold	1,000	–	–	0.02%	366
2018 Q4	$46K	Hold	1,000	–	–	0.02%	311
2018 Q3	$48K	Hold	1,000	–	–	0.02%	365
2018 Q2	$48K	Hold	1,000	–	–	0.02%	367
2018 Q1	$48K	Hold	1,000	–	–	0.01%	355
2017 Q4	$48K	Hold	1,000	–	–	0.02%	360
2017 Q3	$48K	Hold	1,000	–	–	0.02%	380
2017 Q2	$49K	Hold	1,000	–	–	0.02%	385
2017 Q1	$49K	Hold	1,000	–	–	0.02%	389
2016 Q4	$49K	Buy	+1,000	New	+$48.4K	0.02%	267

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RJA

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

Proficio Capital Partners's FTSL Position: Q2 2019 in Review

Proficio Capital Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2019, closing a stake of 1,000 shares — an estimated $47K sold.

Proficio Capital Partners first reported a position in FTSL in Q4 2016 and held it in 10 quarters. The position peaked at $49K in Q2 2017. 176 funds tracked by Wall St. Rank hold FTSL as of Q2 2019.

Proficio Capital Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,000 First Trust Senior Loan Fund ETF shares in Q2 2019, an estimated $47K.
Proficio Capital Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2016 and held it in 10 quarters.
Proficio Capital Partners's First Trust Senior Loan Fund ETF position peaked at $49K in Q2 2017.
176 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.