RDA Financial Network’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

RDA Financial Network’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
2020 Q4	–	Sell	-4,651	Closed	-$214K	–	233
2020 Q3	$214K	Sell	4,651 -15,138	-76%	-$698K	0.1%	196
2020 Q2	$893K	Sell	19,789 -6,373	-24%	-$285K	0.45%	64
2020 Q1	$1.09M	Buy	26,162 +1,241	+5%	+$56.9K	0.66%	39
2019 Q4	$1.2M	Buy	24,921 +494	+2%	+$23.4K	0.49%	58
2019 Q3	$1.16M	Buy	24,427 +688	+3%	+$32.6K	0.5%	56
2019 Q2	$1.13M	Buy	23,739 +2,039	+9%	+$97K	0.51%	52
2019 Q1	$1.04M	Buy	+21,700	New	+$1.02M	0.49%	54

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

FAM

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

AFA

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

RDA Financial Network's FTSL Position: Q4 2020 in Review

RDA Financial Network sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2020, closing a stake of 4,651 shares — an estimated $214K sold.

RDA Financial Network first reported a position in FTSL in Q1 2019 and held it in 7 quarters. The position peaked at $1.2M in Q4 2019. 195 funds tracked by Wall St. Rank hold FTSL as of Q4 2020.

RDA Financial Network reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2020 after selling out during the quarter.
RDA Financial Network sold 4,651 First Trust Senior Loan Fund ETF shares in Q4 2020, an estimated $214K.
RDA Financial Network first reported a position in First Trust Senior Loan Fund ETF in Q1 2019 and held it in 7 quarters.
RDA Financial Network's First Trust Senior Loan Fund ETF position peaked at $1.2M in Q4 2019.
195 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2020.

Based on RDA Financial Network's 13F filing for Q4 2020, filed 5 Feb 2021.