SAG
SageView Advisory Group’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 | $2.89M | Sell |
62,926
-385
| -0.6% | -$17.7K | 0.11% | 108 |
|
|
2025
Q1 | $2.89M | Sell |
63,311
-3,003
| -5% | -$137K | 0.12% | 95 |
|
|
2024
Q4 | $3.07M | Sell |
66,314
-1,904
| -3% | -$88K | 0.13% | 89 |
|
|
2024
Q3 | $3.13M | Sell |
68,218
-2,537
| -4% | -$116K | 0.16% | 79 |
|
|
2024
Q2 | $3.23M | Buy |
+70,755
| New | +$3.23M | 0.15% | 82 |
|
|
2024
Q1 | – | Sell |
-76,983
| Closed | -$3.53M | – | 602 |
|
|
2023
Q4 | $3.53M | Sell |
76,983
-428
| -0.6% | -$19.6K | 0.15% | 85 |
|
|
2023
Q3 | $3.54M | Sell |
77,411
-116
| -0.1% | -$5.31K | 0.2% | 69 |
|
|
2023
Q2 | $3.51M | Sell |
77,527
-2,770
| -3% | -$125K | 0.2% | 77 |
|
|
2023
Q1 | $3.63M | Buy |
+80,297
| New | +$3.63M | 0.23% | 67 |
|