Strategic Capital Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Strategic Capital Group’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
2014 Q2	$4.3M	Buy	+86,360	New	+$4.29M	1.34%	24

Other funds holding FTSL

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Strategic Capital Group's FTSL Position: Q2 2014 in Review

Strategic Capital Group opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2014: 86,360 shares worth $4.3M. The stake represents 1.34% of the portfolio and ranks #24 among its holdings.

41 funds tracked by Wall St. Rank hold FTSL as of Q2 2014.

Strategic Capital Group held 86,360 shares of First Trust Senior Loan Fund ETF worth $4.3M as of Q2 2014.
First Trust Senior Loan Fund ETF was a new Strategic Capital Group position in Q2 2014.
First Trust Senior Loan Fund ETF made up 1.34% of Strategic Capital Group's portfolio in Q2 2014, its #24 holding.
41 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.