RFWA
RPg Family Wealth Advisory’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Buy |
162,516
+8,521
| +6% | +$391K | 1.98% | 15 |
|
|
2025
Q1 | $7.03M | Buy |
153,995
+17,719
| +13% | +$809K | 2% | 22 |
|
|
2024
Q4 | $6.3M | Buy |
136,276
+7,967
| +6% | +$368K | 2.23% | 18 |
|
|
2024
Q3 | $5.89M | Buy |
128,309
+8,247
| +7% | +$378K | 1.9% | 23 |
|
|
2024
Q2 | $5.49M | Sell |
120,062
-3,554
| -3% | -$162K | 1.8% | 22 |
|
|
2024
Q1 | $5.71M | Buy |
123,616
+5,741
| +5% | +$265K | 1.81% | 24 |
|
|
2023
Q4 | $5.43M | Sell |
117,875
-7,630
| -6% | -$352K | 2% | 17 |
|
|
2023
Q3 | $5.74M | Buy |
125,505
+9,864
| +9% | +$451K | 2.36% | 10 |
|
|
2023
Q2 | $5.24M | Sell |
115,641
-3,728
| -3% | -$169K | 2.1% | 15 |
|
|
2023
Q1 | $5.4M | Buy |
119,369
+3,779
| +3% | +$171K | 2.97% | 10 |
|
|
2022
Q4 | $5.15M | Buy |
+115,590
| New | +$5.15M | 3.53% | 7 |
|