CIBC Private Wealth Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

CIBC Private Wealth Group’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	$1.61K	Buy	+35	New	+$1.6K	﹤0.01%	2834
2025 Q3	–	Sell	-113	Closed	-$5.19K	–	3165
2025 Q2	$5.19K	Buy	+113	New	+$5.16K	﹤0.01%	2442
2024 Q4	–	Sell	-720	Closed	-$33K	–	3057
2024 Q3	$33K	Buy	+720	New	+$33.1K	﹤0.01%	1927

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CIBC Private Wealth Group's FTSL Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q4 2025: 35 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #2834 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in FTSL as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in FTSL in Q3 2024 and has held it in 3 quarters since. The position peaked at $33K in Q3 2024. 316 funds tracked by Wall St. Rank hold FTSL as of Q4 2025.

CIBC Private Wealth Group held 35 shares of First Trust Senior Loan Fund ETF worth $1.61K as of Q4 2025.
First Trust Senior Loan Fund ETF was a new CIBC Private Wealth Group position in Q4 2025.
First Trust Senior Loan Fund ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2834 holding.
CIBC Private Wealth Group first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and has held it in 3 quarters since.
CIBC Private Wealth Group's First Trust Senior Loan Fund ETF position peaked at $33K in Q3 2024.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.