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Csenge Advisory Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Csenge Advisory 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
Q3 		– Sell
-7,106
Closed -$325K – 712
2025
Q2 		$325K Sell
7,106
-510
-7% -$23.3K 0.02% 534
2025
Q1 		$346K Sell
7,616
-5
-0.1% -$231 0.02% 493
2024
Q4 		$352K Buy
7,621
+882
+13% +$40.8K 0.02% 513
2024
Q3 		$311K Sell
6,739
-2,379
-26% -$109K 0.02% 548
2024
Q2 		$417K Sell
9,118
-9,054
-50% -$417K 0.02% 446
2024
Q1 		$840K Sell
18,172
-5,623
-24% -$259K 0.05% 301
2023
Q4 		$1.1M Sell
23,795
-54,541
-70% -$2.5M 0.07% 214
2023
Q3 		$3.58M Sell
78,336
-9,881
-11% -$451K 0.24% 77
2023
Q2 		$4M Sell
88,217
-365,433
-81% -$16.5M 0.27% 73
2023
Q1 		$20.5M Buy
453,650
+58,547
+15% +$2.66M 1.48% 9
2022
Q4 		$17.6M Buy
395,103
+102,381
+35% +$4.59M 1.36% 12
2022
Q3 		$12.9M Buy
292,722
+18,065
+7% +$815K 1.07% 16
2022
Q2 		$12.1M Buy
274,657
+12,887
+5% +$593K 1.01% 16
2022
Q1 		$12.3M Sell
261,770
-8,685
-3% -$412K 0.97% 14
2021
Q4 		$13M Sell
270,455
-8,559
-3% -$410K 1.16% 14
2021
Q3 		$13.4M Buy
279,014
+8,559
+3% +$410K 1.13% 13
2021
Q2 		$13M Buy
270,455
+4,925
+2% +$236K 1.15% 14
2021
Q1 		$12.8M Buy
265,530
+57,165
+27% +$2.74M 1.31% 12
2020
Q4 		$9.92M Buy
208,365
+42,731
+26% +$2M 1.18% 16
2020
Q3 		$7.64M Buy
165,634
+39,953
+32% +$1.84M 1.05% 20
2020
Q2 		$5.67M Buy
125,681
+27,306
+28% +$1.22M 0.81% 27
2020
Q1 		$4.11M Buy
98,375
+2,827
+3% +$130K 1.08% 15
2019
Q4 		$4.58M Buy
95,548
+1,789
+2% +$84.9K 1.16% 12
2019
Q3 		$4.45M Buy
93,759
+1,597
+2% +$75.6K 1.22% 12
2019
Q2 		$4.34M Sell
92,162
-9,048
-9% -$431K 1.48% 8
2019
Q1 		$4.77M Buy
101,210
+2,618
+3% +$123K 1.63% 9
2018
Q4 		$4.49M Buy
98,592
+9,090
+10% +$430K 1.65% 9
2018
Q3 		$4.28M Buy
89,502
+13,863
+18% +$665K 1.66% 9
2018
Q2 		$3.61M Buy
+75,639
New +$3.64M 1.33% 9

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

Csenge Advisory Group's FTSL Position: Q3 2025 in Review

Csenge Advisory Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2025, closing a stake of 7,106 shares — an estimated $325K sold.

Csenge Advisory Group first reported a position in FTSL in Q2 2018 and held it in 29 quarters. The position peaked at $20.5M in Q1 2023. 316 funds tracked by Wall St. Rank hold FTSL as of Q3 2025.

  • Csenge Advisory Group reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 7,106 First Trust Senior Loan Fund ETF shares in Q3 2025, an estimated $325K.
  • Csenge Advisory Group first reported a position in First Trust Senior Loan Fund ETF in Q2 2018 and held it in 29 quarters.
  • Csenge Advisory Group's First Trust Senior Loan Fund ETF position peaked at $20.5M in Q1 2023.
  • 316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.