Center for Financial Planning’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Center for Financial 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
2025 Q2	–	Sell	-70	Closed	-$3.2K	–	678
2025 Q1	$3.2K	Hold	70	–	–	﹤0.01%	561
2024 Q4	$3.24K	Hold	70	–	–	﹤0.01%	506
2024 Q3	$3.21K	Hold	70	–	–	﹤0.01%	479
2024 Q2	$3.2K	Hold	70	–	–	﹤0.01%	478
2024 Q1	$3.23K	Sell	70 -43	-38%	-$1.98K	﹤0.01%	496
2023 Q4	$5.21K	Hold	113	–	–	﹤0.01%	417
2023 Q3	$5.17K	Hold	113	–	–	﹤0.01%	415
2023 Q2	$5.12K	Hold	113	–	–	﹤0.01%	447
2023 Q1	$5.11K	Hold	113	–	–	﹤0.01%	415
2022 Q4	$5.04K	Hold	113	–	–	﹤0.01%	408
2022 Q3	$5K	Buy	+113	New	+$5.1K	﹤0.01%	422

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

Center for Financial Planning's FTSL Position: Q2 2025 in Review

Center for Financial Planning sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 70 shares — an estimated $3.2K sold.

Center for Financial Planning first reported a position in FTSL in Q3 2022 and held it in 11 quarters. The position peaked at $5.21K in Q4 2023. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

Center for Financial Planning reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 70 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $3.2K.
Center for Financial Planning first reported a position in First Trust Senior Loan Fund ETF in Q3 2022 and held it in 11 quarters.
Center for Financial Planning's First Trust Senior Loan Fund ETF position peaked at $5.21K in Q4 2023.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.