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Winch Advisory Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Winch Advisory Services’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
2019
Q1 		– Sell
-100
Closed -$5K – 382
2018
Q4 		$5K Buy
+100
New +$4.74K ﹤0.01% 223

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Winch Advisory Services's FTSL Position: Q1 2019 in Review

Winch Advisory Services sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2019, closing a stake of 100 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in FTSL in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 181 funds tracked by Wall St. Rank hold FTSL as of Q1 2019.

  • Winch Advisory Services reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2019 after selling out during the quarter.
  • Winch Advisory Services sold 100 First Trust Senior Loan Fund ETF shares in Q1 2019, an estimated $5K.
  • Winch Advisory Services first reported a position in First Trust Senior Loan Fund ETF in Q4 2018 and held it in 1 quarter.
  • Winch Advisory Services's First Trust Senior Loan Fund ETF position peaked at $5K in Q4 2018.
  • 181 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2019.

Based on Winch Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.