WEPOG
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Wealth Enhancement & Preservation of GA’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Wealth Enhancement & Preservation of GA’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
-13,712
Closed -$639K – 50
2019
Q4 		$639K Buy
+13,712
New +$651K 0.33% 39

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wealth Enhancement & Preservation of GA's FTSL Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2020, closing a stake of 13,712 shares — an estimated $639K sold.

Wealth Enhancement & Preservation of GA first reported a position in FTSL in Q4 2019 and held it in 1 quarter. The position peaked at $639K in Q4 2019. 187 funds tracked by Wall St. Rank hold FTSL as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 13,712 First Trust Senior Loan Fund ETF shares in Q1 2020, an estimated $639K.
  • Wealth Enhancement & Preservation of GA first reported a position in First Trust Senior Loan Fund ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's First Trust Senior Loan Fund ETF position peaked at $639K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.