Tyler-Stone Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Tyler-Stone 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
2024 Q1	–	Sell	-21	Closed	-$967	–	977
2023 Q4	$967	Hold	21	–	–	﹤0.01%	864
2023 Q3	$1K	Buy	+21	New	+$958	﹤0.01%	850

Other funds holding FTSL

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Tyler-Stone Wealth Management's FTSL Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2024, closing a stake of 21 shares — an estimated $967 sold.

Tyler-Stone Wealth Management first reported a position in FTSL in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 316 funds tracked by Wall St. Rank hold FTSL as of Q1 2024.

Tyler-Stone Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 21 First Trust Senior Loan Fund ETF shares in Q1 2024, an estimated $967.
Tyler-Stone Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2023 and held it in 2 quarters.
Tyler-Stone Wealth Management's First Trust Senior Loan Fund ETF position peaked at $1K in Q3 2023.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.