Zimmermann Investment Management & Planning’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Zimmermann Investment Management & Planning’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 Q3	–	Sell	-32,714	Closed	-$1.44M	–	96
2022 Q2	$1.44M	Buy	32,714 +24,365	+292%	+$1.12M	0.99%	30
2022 Q1	$393K	Buy	+8,349	New	+$396K	0.23%	63

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Zimmermann Investment Management & Planning's FTSL Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2022, closing a stake of 32,714 shares — an estimated $1.44M sold.

Zimmermann Investment Management & Planning first reported a position in FTSL in Q1 2022 and held it in 2 quarters. The position peaked at $1.44M in Q2 2022. 322 funds tracked by Wall St. Rank hold FTSL as of Q3 2022.

Zimmermann Investment Management & Planning reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 32,714 First Trust Senior Loan Fund ETF shares in Q3 2022, an estimated $1.44M.
Zimmermann Investment Management & Planning first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and held it in 2 quarters.
Zimmermann Investment Management & Planning's First Trust Senior Loan Fund ETF position peaked at $1.44M in Q2 2022.
322 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.