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Secure Asset Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Secure Asset Management’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
Q3 		– Sell
-5,733
Closed -$259K – 150
2020
Q2 		$259K Sell
5,733
-7,434
-56% -$332K 0.18% 125
2020
Q1 		$550K Sell
13,167
-7,922
-38% -$363K 0.59% 44
2019
Q4 		$1.01M Buy
+21,089
New +$1M 0.71% 36

Other funds holding FTSL

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Secure Asset Management's FTSL Position: Q3 2020 in Review

Secure Asset Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2020, closing a stake of 5,733 shares — an estimated $259K sold.

Secure Asset Management first reported a position in FTSL in Q4 2019 and held it in 3 quarters. The position peaked at $1.01M in Q4 2019. 178 funds tracked by Wall St. Rank hold FTSL as of Q3 2020.

  • Secure Asset Management reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2020 after selling out during the quarter.
  • Secure Asset Management sold 5,733 First Trust Senior Loan Fund ETF shares in Q3 2020, an estimated $259K.
  • Secure Asset Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2019 and held it in 3 quarters.
  • Secure Asset Management's First Trust Senior Loan Fund ETF position peaked at $1.01M in Q4 2019.
  • 178 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2020.

Based on Secure Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.