GRP
FTSL icon

Global Retirement Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Global Retirement Partners’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 		$585K Buy
12,760
+9,737
+322% +$446K 0.01% 882
2025
Q3 		$139K Sell
3,023
-265
-8% -$12.2K ﹤0.01% 1360
2025
Q2 		$151K Buy
+3,288
New +$150K ﹤0.01% 1225
2024
Q4 		$137K Buy
2,954
+635
+27% +$29.3K ﹤0.01% 1120
2024
Q3 		$106K Sell
2,319
-1,023
-31% -$47K ﹤0.01% 1210
2024
Q2 		$153K Sell
3,342
-378
-10% -$17.4K ﹤0.01% 1002
2024
Q1 		$172K Sell
3,720
-1,221
-25% -$56.3K 0.01% 848
2023
Q4 		$228K Buy
4,941
+54
+1% +$2.47K 0.01% 707
2023
Q3 		$223K Buy
4,887
+18
+0.4% +$821 0.01% 635
2023
Q2 		$221K Sell
4,869
-270
-5% -$12.2K 0.01% 658
2023
Q1 		$232K Buy
5,139
+3,476
+209% +$158K 0.01% 615
2022
Q4 		$74.2K Buy
1,663
+1,541
+1,263% +$69K 0.01% 929
2022
Q3 		$5K Hold
122
– – ﹤0.01% 1925
2022
Q2 		$5K Sell
122
-465
-79% -$21.4K ﹤0.01% 1881
2022
Q1 		$26K Buy
+587
New +$27.9K ﹤0.01% 1248

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return