Creekmur Asset Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Creekmur Asset 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 Q3	$186	Sell	4 -217	-98%	-$9.98K	﹤0.01%	701
2025 Q2	$10.1K	Sell	221 -1	-0.5%	-$46	﹤0.01%	516
2025 Q1	$10.1K	Sell	222 -106	-32%	-$4.89K	﹤0.01%	478
2024 Q4	$15.2K	Sell	328 -51	-13%	-$2.36K	﹤0.01%	375
2024 Q3	$17.4K	Sell	379 -1,038	-73%	-$47.7K	﹤0.01%	365
2024 Q2	$64.8K	Buy	1,417 +130	+10%	+$5.99K	0.02%	227
2024 Q1	$59.5K	Sell	1,287 -43,770	-97%	-$2.02M	0.02%	229
2023 Q4	$2.08M	Buy	+45,057	New	+$2.06M	0.65%	24

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

Creekmur Asset Management's FTSL Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 98% in Q3 2025, selling an estimated $9.98K and leaving 4 shares worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Creekmur Asset Management first reported a position in FTSL in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.08M in Q4 2023. 316 funds tracked by Wall St. Rank hold FTSL as of Q3 2025.

Creekmur Asset Management held 4 shares of First Trust Senior Loan Fund ETF worth $186 as of Q3 2025.
Creekmur Asset Management sold 217 First Trust Senior Loan Fund ETF shares in Q3 2025, an estimated $9.98K.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #701 holding.
Creekmur Asset Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Senior Loan Fund ETF position peaked at $2.08M in Q4 2023.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.