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Wealthspire Advisors (Maryland)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-1,670
Closed -$80K – 2479
2018
Q3 		$80K Hold
1,670
– – 0.01% 779
2018
Q2 		$80K Hold
1,670
– – 0.01% 796
2018
Q1 		$80K Hold
1,670
– – 0.01% 795
2017
Q4 		$80K Buy
+1,670
New +$80.5K 0.01% 804

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FTSL Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2018, closing a stake of 1,670 shares — an estimated $80K sold.

Wealthspire Advisors (Maryland) first reported a position in FTSL in Q4 2017 and held it in 4 quarters. The position peaked at $80K in Q3 2018. 177 funds tracked by Wall St. Rank hold FTSL as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,670 First Trust Senior Loan Fund ETF shares in Q4 2018, an estimated $80K.
  • Wealthspire Advisors (Maryland) first reported a position in First Trust Senior Loan Fund ETF in Q4 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s First Trust Senior Loan Fund ETF position peaked at $80K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.