RAFFA WEALTH MANAGEMENT, LLC’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-2,700	Closed	-$119K	–	1101
2022 Q3	$119K	Sell	2,700 -300	-10%	-$13.5K	0.05%	73
2022 Q2	$132K	Buy	+3,000	New	+$138K	0.06%	71

Other funds holding FTSL

AWA

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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

RAFFA WEALTH MANAGEMENT, LLC's FTSL Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2022, closing a stake of 2,700 shares — an estimated $119K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FTSL in Q2 2022 and held it in 2 quarters. The position peaked at $132K in Q2 2022. 333 funds tracked by Wall St. Rank hold FTSL as of Q4 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 2,700 First Trust Senior Loan Fund ETF shares in Q4 2022, an estimated $119K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust Senior Loan Fund ETF in Q2 2022 and held it in 2 quarters.
RAFFA WEALTH MANAGEMENT, LLC's First Trust Senior Loan Fund ETF position peaked at $132K in Q2 2022.
333 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.