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1620 Investment Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

1620 Investment Advisors’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
2025
Q1 		– Sell
-179
Closed -$8.28K – 699
2024
Q4 		$8.28K Hold
179
– – 0.01% 477
2024
Q3 		$8.21K Hold
179
– – 0.01% 484
2024
Q2 		$8.18K Buy
+179
New +$8.25K 0.01% 466

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

1620 Investment Advisors's FTSL Position: Q1 2025 in Review

1620 Investment Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 179 shares — an estimated $8.28K sold.

1620 Investment Advisors first reported a position in FTSL in Q2 2024 and held it in 3 quarters. The position peaked at $8.28K in Q4 2024. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

  • 1620 Investment Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 179 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $8.28K.
  • 1620 Investment Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2024 and held it in 3 quarters.
  • 1620 Investment Advisors's First Trust Senior Loan Fund ETF position peaked at $8.28K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on 1620 Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.