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

Darwin 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 Q4	–	Sell	-48	Closed	-$2.2K	–	677
2025 Q3	$2.2K	Hold	48	–	–	﹤0.01%	495
2025 Q2	$2.21K	Sell	48 -148	-76%	-$6.76K	﹤0.01%	476
2025 Q1	$9.07K	Hold	196	–	–	﹤0.01%	384
2024 Q4	$9.07K	Hold	196	–	–	﹤0.01%	384
2024 Q3	$9K	Buy	+196	New	+$9.01K	﹤0.01%	402
2020 Q2	–	Sell	-472	Closed	-$19K	–	369
2020 Q1	$19K	Buy	+472	New	+$21.7K	0.01%	370

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

Darwin Wealth Management's FTSL Position: Q4 2025 in Review

Darwin Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2025, closing a stake of 48 shares — an estimated $2.2K sold.

Darwin Wealth Management first reported a position in FTSL in Q1 2020 and held it in 6 quarters. The position peaked at $19K in Q1 2020. 316 funds tracked by Wall St. Rank hold FTSL as of Q4 2025.

Darwin Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2025 after selling out during the quarter.
Darwin Wealth Management sold 48 First Trust Senior Loan Fund ETF shares in Q4 2025, an estimated $2.2K.
Darwin Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2020 and held it in 6 quarters.
Darwin Wealth Management's First Trust Senior Loan Fund ETF position peaked at $19K in Q1 2020.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2025.

Based on Darwin Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.