RIG
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Ramiah Investment Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Ramiah Investment Group’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
2021
Q2 		– Sell
-4,361
Closed -$209K – 86
2021
Q1 		$209K Buy
4,361
+117
+3% +$5.62K 0.16% 64
2020
Q4 		$202K Buy
+4,244
New +$198K 0.17% 60

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ramiah Investment Group's FTSL Position: Q2 2021 in Review

Ramiah Investment Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2021, closing a stake of 4,361 shares — an estimated $209K sold.

Ramiah Investment Group first reported a position in FTSL in Q4 2020 and held it in 2 quarters. The position peaked at $209K in Q1 2021. 244 funds tracked by Wall St. Rank hold FTSL as of Q2 2021.

  • Ramiah Investment Group reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2021 after selling out during the quarter.
  • Ramiah Investment Group sold 4,361 First Trust Senior Loan Fund ETF shares in Q2 2021, an estimated $209K.
  • Ramiah Investment Group first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and held it in 2 quarters.
  • Ramiah Investment Group's First Trust Senior Loan Fund ETF position peaked at $209K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2021.

Based on Ramiah Investment Group's 13F filing for Q2 2021, filed 29 May 2026.