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

Strategic 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
2018
Q3 		– Sell
-431
Closed -$21K – 659
2018
Q2 		$21K Buy
+431
New +$20.7K 0.01% 381

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RIG
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Strategic Wealth Partners's FTSL Position: Q3 2018 in Review

Strategic Wealth Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2018, closing a stake of 431 shares — an estimated $21K sold.

Strategic Wealth Partners first reported a position in FTSL in Q2 2018 and held it in 1 quarter. The position peaked at $21K in Q2 2018. 164 funds tracked by Wall St. Rank hold FTSL as of Q3 2018.

  • Strategic Wealth Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 431 First Trust Senior Loan Fund ETF shares in Q3 2018, an estimated $21K.
  • Strategic Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $21K in Q2 2018.
  • 164 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.