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

USAdvisors 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
2020
Q1 		– Sell
-8,215
Closed -$394K – 79
2019
Q4 		$394K Buy
+8,215
New +$390K 0.2% 55

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Jane Street
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

USAdvisors Wealth Management's FTSL Position: Q1 2020 in Review

USAdvisors Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2020, closing a stake of 8,215 shares — an estimated $394K sold.

USAdvisors Wealth Management first reported a position in FTSL in Q4 2019 and held it in 1 quarter. The position peaked at $394K in Q4 2019. 187 funds tracked by Wall St. Rank hold FTSL as of Q1 2020.

  • USAdvisors Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 8,215 First Trust Senior Loan Fund ETF shares in Q1 2020, an estimated $394K.
  • USAdvisors Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2019 and held it in 1 quarter.
  • USAdvisors Wealth Management's First Trust Senior Loan Fund ETF position peaked at $394K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2020.

Based on USAdvisors Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.