V Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

V Wealth Advisors’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
2022 Q4	–	Sell	-29,829	Closed	-$1.31M	–	379
2022 Q3	$1.31M	Buy	29,829 +3,454	+13%	+$156K	0.26%	85
2022 Q2	$1.16M	Buy	26,375 +4,489	+21%	+$207K	0.22%	114
2022 Q1	$1.03M	Buy	21,886 +13,386	+157%	+$635K	0.16%	142
2021 Q4	$407K	Hold	8,500	–	–	0.06%	300
2021 Q3	$407K	Buy	+8,500	New	+$407K	0.06%	300
2017 Q3	–	Sell	-618	Closed	-$30K	–	388
2017 Q2	$30K	Buy	+618	New	+$30K	0.01%	391

Other funds holding FTSL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

V Wealth Advisors's FTSL Position: Q4 2022 in Review

V Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2022, closing a stake of 29,829 shares — an estimated $1.31M sold.

V Wealth Advisors first reported a position in FTSL in Q2 2017 and held it in 6 quarters. The position peaked at $1.31M in Q3 2022. 333 funds tracked by Wall St. Rank hold FTSL as of Q4 2022.

V Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 29,829 First Trust Senior Loan Fund ETF shares in Q4 2022, an estimated $1.31M.
V Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2017 and held it in 6 quarters.
V Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $1.31M in Q3 2022.
333 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.