Salomon & Ludwin’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Salomon & Ludwin’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	–	Sell	-1,080	Closed	-$49.9K	–	765
2024 Q1	$49.9K	Buy	1,080 +80	+8%	+$3.69K	﹤0.01%	356
2023 Q4	$45.7K	Hold	1,000	–	–	﹤0.01%	318
2023 Q3	$45.7K	Buy	+1,000	New	+$45.6K	﹤0.01%	318
2020 Q2	–	Sell	-198	Closed	-$8K	–	123
2020 Q1	$8K	Buy	+198	New	+$9.08K	﹤0.01%	173

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Salomon & Ludwin's FTSL Position: Q2 2024 in Review

Salomon & Ludwin sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2024, closing a stake of 1,080 shares — an estimated $49.9K sold.

Salomon & Ludwin first reported a position in FTSL in Q1 2020 and held it in 4 quarters. The position peaked at $49.9K in Q1 2024. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2024.

Salomon & Ludwin reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2024 after selling out during the quarter.
Salomon & Ludwin sold 1,080 First Trust Senior Loan Fund ETF shares in Q2 2024, an estimated $49.9K.
Salomon & Ludwin first reported a position in First Trust Senior Loan Fund ETF in Q1 2020 and held it in 4 quarters.
Salomon & Ludwin's First Trust Senior Loan Fund ETF position peaked at $49.9K in Q1 2024.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.