Summit Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
5,591
+195
| +4% | +$8.95K | 0.05% | 191 |
|
|
2025
Q1 | $246K | Sell |
5,396
-300
| -5% | -$13.7K | 0.05% | 188 |
|
|
2024
Q4 | $263K | Hold |
5,696
| – | – | 0.05% | 176 |
|
|
2024
Q3 | $261K | Hold |
5,696
| – | – | 0.05% | 203 |
|
|
2024
Q2 | $260K | Sell |
5,696
-153
| -3% | -$6.99K | 0.05% | 192 |
|
|
2024
Q1 | $270K | Sell |
5,849
-652
| -10% | -$30.1K | 0.06% | 189 |
|
|
2023
Q4 | $300K | Buy |
6,501
+371
| +6% | +$17.1K | 0.07% | 163 |
|
|
2023
Q3 | $280K | Hold |
6,130
| – | – | 0.07% | 151 |
|
|
2023
Q2 | $278K | Buy |
+6,130
| New | +$278K | 0.07% | 154 |
|