Relative Value Partners Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Relative Value Partners 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
2024 Q2	$6.21M	Buy	+135,934	New	+$6.27M	0.8%	27

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FAM

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

Relative Value Partners Group's FTSL Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2024: 135,934 shares worth $6.21M. The stake represents 0.8% of the portfolio and ranks #27 among its holdings.

332 funds tracked by Wall St. Rank hold FTSL as of Q2 2024.

Relative Value Partners Group held 135,934 shares of First Trust Senior Loan Fund ETF worth $6.21M as of Q2 2024.
First Trust Senior Loan Fund ETF was a new Relative Value Partners Group position in Q2 2024.
First Trust Senior Loan Fund ETF made up 0.8% of Relative Value Partners Group's portfolio in Q2 2024, its #27 holding.
332 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.