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

Visionary 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
2024 Q4	–	Sell	-53,061	Closed	-$2.43M	–	546
2024 Q3	$2.43M	Buy	53,061 +467	+0.9%	+$21.5K	0.15%	154
2024 Q2	$2.4M	Buy	+52,594	New	+$2.42M	0.16%	148

Other funds holding FTSL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Visionary Wealth Advisors's FTSL Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2024, closing a stake of 53,061 shares — an estimated $2.43M sold.

Visionary Wealth Advisors first reported a position in FTSL in Q2 2024 and held it in 2 quarters. The position peaked at $2.43M in Q3 2024. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

Visionary Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 53,061 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $2.43M.
Visionary Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2024 and held it in 2 quarters.
Visionary Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $2.43M in Q3 2024.
353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.