WWM
WT Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-138,677
| Closed | -$6.27M | – | 104 |
|
2023
Q1 | $6.27M | Buy |
138,677
+18,942
| +16% | +$857K | 2.71% | 9 |
|
2022
Q4 | $5.34M | Buy |
119,735
+1,614
| +1% | +$72K | 2.59% | 10 |
|
2022
Q3 | $5.21M | Buy |
118,121
+3,222
| +3% | +$142K | 2.62% | 10 |
|
2022
Q2 | $5.07M | Buy |
+114,899
| New | +$5.07M | 2.5% | 10 |
|