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

Congress 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
Q2 		$1M Sell
21,879
-118
-0.5% -$5.39K 0.01% 703
2025
Q1 		$1.01M Buy
21,997
+15,393
+233% +$710K 0.01% 635
2024
Q4 		$305K Sell
6,604
-40
-0.6% -$1.85K ﹤0.01% 761
2024
Q3 		$305K Sell
6,644
-32
-0.5% -$1.47K ﹤0.01% 726
2024
Q2 		$305K Buy
+6,676
New +$308K ﹤0.01% 612
2023
Q4 		– Sell
-6,938
Closed -$317K – 633
2023
Q3 		$317K Buy
6,938
+148
+2% +$6.75K 0.01% 516
2023
Q2 		$308K Sell
6,790
-179
-3% -$8.08K 0.01% 483
2023
Q1 		$315K Sell
6,969
-77
-1% -$3.5K 0.01% 480
2022
Q4 		$314K Sell
7,046
-345
-5% -$15.5K 0.01% 468
2022
Q3 		$326K Sell
7,391
-74
-1% -$3.34K 0.01% 460
2022
Q2 		$329K Sell
7,465
-6,070
-45% -$279K 0.01% 458
2022
Q1 		$636K Sell
13,535
-3,709
-22% -$176K 0.01% 410
2021
Q4 		$826K Buy
+17,244
New +$825K 0.02% 397

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
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
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