Significant Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Significant Wealth Partners’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	-16,060	Closed	-$742K	–	101
2024 Q1	$742K	Buy	16,060 +7,228	+82%	+$333K	0.49%	58
2023 Q4	$407K	Buy	+8,832	New	+$404K	0.3%	96

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

Significant Wealth Partners's FTSL Position: Q2 2024 in Review

Significant Wealth Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2024, closing a stake of 16,060 shares — an estimated $742K sold.

Significant Wealth Partners first reported a position in FTSL in Q4 2023 and held it in 2 quarters. The position peaked at $742K in Q1 2024. 332 funds tracked by Wall St. Rank hold FTSL as of Q2 2024.

Significant Wealth Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2024 after selling out during the quarter.
Significant Wealth Partners sold 16,060 First Trust Senior Loan Fund ETF shares in Q2 2024, an estimated $742K.
Significant Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2023 and held it in 2 quarters.
Significant Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $742K in Q1 2024.
332 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.