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Winfield Associates’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Winfield Associates’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
Q1 		$586K Buy
12,455
+1,000
+9% +$47.5K 0.21% 97
2021
Q4 		$549K Hold
11,455
– – 0.18% 103
2021
Q3 		$548K Buy
+11,455
New +$549K 0.2% 94

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winfield Associates's FTSL Position: Q1 2022 in Review

Winfield Associates increased its First Trust Senior Loan Fund ETF (FTSL) stake by 8.7% in Q1 2022, buying an estimated $47.5K and bringing the position to 12,455 shares worth $586K. The position accounts for 0.21% of the portfolio, ranked #97.

Winfield Associates first reported a position in FTSL in Q3 2021 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold FTSL as of Q1 2022.

  • Winfield Associates held 12,455 shares of First Trust Senior Loan Fund ETF worth $586K as of Q1 2022.
  • Winfield Associates bought 1,000 First Trust Senior Loan Fund ETF shares in Q1 2022, an estimated $47.5K.
  • First Trust Senior Loan Fund ETF made up 0.21% of Winfield Associates's portfolio in Q1 2022, its #97 holding.
  • Winfield Associates first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.