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 $1.66T AUM 25.57% 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

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

Royal Bank of Canada

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

First Trust Advisors

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

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

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

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