Avior Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Avior Wealth Management’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	-100	Closed	-$100	–	1332
2024 Q4	$100	Hold	100	–	–	﹤0.01%	2408
2024 Q3	$100	Hold	100	–	–	﹤0.01%	2261
2024 Q2	$100	Hold	100	–	–	﹤0.01%	2211
2024 Q1	$100	Hold	100	–	–	﹤0.01%	3191
2023 Q4	$100	Hold	100	–	–	﹤0.01%	1490
2023 Q3	$100	Hold	100	–	–	﹤0.01%	1555
2023 Q2	$100	Sell	100 -3	-3%	-$135	﹤0.01%	1524
2023 Q1	$235	Sell	103 -21	-17%	-$953	﹤0.01%	1557
2022 Q4	$1.17K	Hold	124	–	–	﹤0.01%	1109
2022 Q3	$1K	Buy	124 +24	+24%	+$1.08K	﹤0.01%	1080
2022 Q2	$0	Buy	+100	New	+$4.6K	﹤0.01%	1126

Other funds holding FTSL

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

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

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

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

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

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

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

Avior Wealth Management's FTSL Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 100 shares — an estimated $100 sold.

Avior Wealth Management first reported a position in FTSL in Q2 2022 and held it in 11 quarters. The position peaked at $1.17K in Q4 2022. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

Avior Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 100 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $100.
Avior Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2022 and held it in 11 quarters.
Avior Wealth Management's First Trust Senior Loan Fund ETF position peaked at $1.17K in Q4 2022.
340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.