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Financial Advocates Investment Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Financial Advocates Investment 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 		– Sell
-89,282
Closed -$4.08M – 679
2025
Q1 		$4.08M Buy
89,282
+30,995
+53% +$1.43M 0.29% 77
2024
Q4 		$2.7M Buy
58,287
+47,890
+461% +$2.21M 0.15% 145
2024
Q3 		$477K Sell
10,397
-30,234
-74% -$1.39M 0.03% 467
2024
Q2 		$1.86M Buy
40,631
+34,037
+516% +$1.57M 0.12% 177
2024
Q1 		$307K Buy
6,594
+2,109
+47% +$97.2K 0.02% 584
2023
Q4 		$207K Buy
+4,485
New +$205K 0.01% 678
2022
Q4 		– Sell
-6,932
Closed -$684K – 799
2022
Q3 		$684K Buy
6,932
+1,321
+24% +$59.6K 0.06% 332
2022
Q2 		$248K Sell
5,611
-36,311
-87% -$1.67M 0.02% 560
2022
Q1 		$1.97M Sell
41,922
-4,547
-10% -$216K 0.13% 194
2021
Q4 		$2.23M Buy
46,469
+9,820
+27% +$470K 0.14% 176
2021
Q3 		$1.75M Buy
36,649
+6,307
+21% +$302K 0.12% 209
2021
Q2 		$1.46M Buy
30,342
+14,462
+91% +$694K 0.1% 249
2021
Q1 		$1.84M Buy
15,880
+4,887
+44% +$235K 0.13% 189
2020
Q4 		$523K Buy
10,993
+4,749
+76% +$222K 0.04% 440
2020
Q3 		$287K Sell
6,244
-1,154
-16% -$53.2K 0.02% 483
2020
Q2 		$334K Sell
7,398
-8,959
-55% -$400K 0.03% 442
2020
Q1 		$684K Buy
16,357
+2,861
+21% +$131K 0.1% 228
2019
Q4 		$647K Buy
13,496
+3,888
+40% +$184K 0.07% 273
2019
Q3 		$456K Buy
9,608
+1,003
+12% +$47.5K 0.05% 306
2019
Q2 		$405K Buy
8,605
+931
+12% +$44.3K 0.05% 328
2019
Q1 		$361K Sell
7,674
-3,347
-30% -$158K 0.04% 332
2018
Q4 		$502K Sell
11,021
-906
-8% -$42.9K 0.07% 243
2018
Q3 		$573K Sell
11,927
-398
-3% -$19.1K 0.06% 265
2018
Q2 		$589K Sell
12,325
-555
-4% -$26.7K 0.07% 245
2018
Q1 		$620K Sell
12,880
-10,403
-45% -$502K 0.08% 225
2017
Q4 		$1.12M Buy
+23,283
New +$1.12M 0.15% 146

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 $445B AUM 25.58% 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 $170B AUM 46.21% 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

Financial Advocates Investment Management's FTSL Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 89,282 shares — an estimated $4.08M sold.

Financial Advocates Investment Management first reported a position in FTSL in Q4 2017 and held it in 26 quarters. The position peaked at $4.08M in Q1 2025. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 89,282 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $4.08M.
  • Financial Advocates Investment Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2017 and held it in 26 quarters.
  • Financial Advocates Investment Management's First Trust Senior Loan Fund ETF position peaked at $4.08M in Q1 2025.
  • 331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.