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

FSB Premier 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
2024 Q4	–	Sell	-4,384	Closed	-$201K	–	212
2024 Q3	$201K	Buy	+4,384	New	+$202K	0.08%	198
2022 Q1	–	Sell	-6,993	Closed	-$335K	–	292
2021 Q4	$335K	Buy	6,993 +63	+0.9%	+$3.02K	0.14%	106
2021 Q3	$331K	Buy	+6,930	New	+$332K	0.17%	87

Other funds holding FTSL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

FSB Premier Wealth Management's FTSL Position: Q4 2024 in Review

FSB Premier Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2024, closing a stake of 4,384 shares — an estimated $201K sold.

FSB Premier Wealth Management first reported a position in FTSL in Q3 2021 and held it in 3 quarters. The position peaked at $335K in Q4 2021. 353 funds tracked by Wall St. Rank hold FTSL as of Q4 2024.

FSB Premier Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2024 after selling out during the quarter.
FSB Premier Wealth Management sold 4,384 First Trust Senior Loan Fund ETF shares in Q4 2024, an estimated $201K.
FSB Premier Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and held it in 3 quarters.
FSB Premier Wealth Management's First Trust Senior Loan Fund ETF position peaked at $335K in Q4 2021.
353 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2024.

Based on FSB Premier Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.