Tradition Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Tradition Wealth 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
2023 Q1	–	Sell	-327	Closed	-$15K	–	1300
2022 Q4	$15K	Buy	+327	New	+$14.7K	﹤0.01%	806
2022 Q1	–	Sell	-201	Closed	-$10K	–	1169
2021 Q4	$10K	Hold	201	–	–	﹤0.01%	922
2021 Q3	$10K	Hold	201	–	–	﹤0.01%	909
2021 Q2	$10K	Buy	+201	New	+$9.64K	﹤0.01%	946
2021 Q1	–	Sell	-201	Closed	-$10K	–	875
2020 Q4	$10K	Buy	+201	New	+$9.39K	﹤0.01%	736

Other funds holding FTSL

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tradition Wealth Management's FTSL Position: Q1 2023 in Review

Tradition Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2023, closing a stake of 327 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in FTSL in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2022. 311 funds tracked by Wall St. Rank hold FTSL as of Q1 2023.

Tradition Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2023 after selling out during the quarter.
Tradition Wealth Management sold 327 First Trust Senior Loan Fund ETF shares in Q1 2023, an estimated $15K.
Tradition Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and held it in 5 quarters.
Tradition Wealth Management's First Trust Senior Loan Fund ETF position peaked at $15K in Q4 2022.
311 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2023.

Based on Tradition Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.