Clarity Financial’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Clarity Financial’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	-16,365	Closed	-$757K	–	113
2024 Q4	$757K	Hold	16,365	–	–	0.09%	59
2024 Q3	$751K	Sell	16,365 -3,246	-17%	-$149K	0.09%	74
2024 Q2	$896K	Hold	19,611	–	–	0.13%	56
2024 Q1	$906K	Hold	19,611	–	–	0.14%	55
2023 Q4	$903K	Sell	19,611 -544	-3%	-$24.9K	0.16%	48
2023 Q3	$922K	Buy	+20,155	New	+$920K	0.15%	54

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

Clarity Financial's FTSL Position: Q1 2025 in Review

Clarity Financial sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 16,365 shares — an estimated $757K sold.

Clarity Financial first reported a position in FTSL in Q3 2023 and held it in 6 quarters. The position peaked at $922K in Q3 2023. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

Clarity Financial reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
Clarity Financial sold 16,365 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $757K.
Clarity Financial first reported a position in First Trust Senior Loan Fund ETF in Q3 2023 and held it in 6 quarters.
Clarity Financial's First Trust Senior Loan Fund ETF position peaked at $922K in Q3 2023.
340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on Clarity Financial's 13F filing for Q1 2025, filed 14 May 2025.