WWP
FTSL icon

WR Wealth Planners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

WR Wealth Planners’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
2024
Q4 		$55.9K Buy
1,209
+21
+2% +$971 0.02% 306
2024
Q3 		$54.5K Buy
+1,188
New +$54.6K 0.02% 332
2023
Q3 		– Sell
-31
Closed -$1.4K – 926
2023
Q2 		$1.4K Buy
+31
New +$1.4K ﹤0.01% 809

Other funds holding FTSL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's FTSL Position: Q4 2024 in Review

WR Wealth Planners increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.8% in Q4 2024, buying an estimated $971 and bringing the position to 1,209 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #306.

WR Wealth Planners first reported a position in FTSL in Q2 2023 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

  • WR Wealth Planners held 1,209 shares of First Trust Senior Loan Fund ETF worth $55.9K as of Q4 2024.
  • WR Wealth Planners bought 21 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $971.
  • First Trust Senior Loan Fund ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #306 holding.
  • WR Wealth Planners first reported a position in First Trust Senior Loan Fund ETF in Q2 2023 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.