Beaumont Capital Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Beaumont Capital 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 Q4	–	Sell	-53,583	Closed	-$2.46M	–	45
2025 Q3	$2.46M	Buy	+53,583	New	+$2.46M	1.63%	26
2023 Q1	–	Sell	-58,493	Closed	-$2.61M	–	43
2022 Q4	$2.61M	Buy	+58,493	New	+$2.62M	1.84%	22

Other funds holding FTSL

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Beaumont Capital Management's FTSL Position: Q4 2025 in Review

Beaumont Capital Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2025, closing a stake of 53,583 shares — an estimated $2.46M sold.

Beaumont Capital Management first reported a position in FTSL in Q4 2022 and held it in 2 quarters. The position peaked at $2.61M in Q4 2022. 314 funds tracked by Wall St. Rank hold FTSL as of Q4 2025.

Beaumont Capital Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2025 after selling out during the quarter.
Beaumont Capital Management sold 53,583 First Trust Senior Loan Fund ETF shares in Q4 2025, an estimated $2.46M.
Beaumont Capital Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and held it in 2 quarters.
Beaumont Capital Management's First Trust Senior Loan Fund ETF position peaked at $2.61M in Q4 2022.
314 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2025.

Based on Beaumont Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.