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GKV Capital Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

GKV Capital 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
-17
Closed -$776 – 121
2025
Q1 		$776 Buy
+17
New +$784 ﹤0.01% 161

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Bank of America
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Raymond James Financial
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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

GKV Capital Management's FTSL Position: Q2 2025 in Review

GKV Capital Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 17 shares — an estimated $776 sold.

GKV Capital Management first reported a position in FTSL in Q1 2025 and held it in 1 quarter. The position peaked at $776 in Q1 2025. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

  • GKV Capital Management reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
  • GKV Capital Management sold 17 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $776.
  • GKV Capital Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2025 and held it in 1 quarter.
  • GKV Capital Management's First Trust Senior Loan Fund ETF position peaked at $776 in Q1 2025.
  • 331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on GKV Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.