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

Iams 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
Q2 		– Sell
-4,586
Closed -$209K – 177
2025
Q1 		$209K Buy
+4,586
New +$212K 0.1% 152
2024
Q3 		– Sell
-20,850
Closed -$953K – 150
2024
Q2 		$953K Buy
+20,850
New +$961K 0.52% 63

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $3.6B AUM 16.02% 1-Year Est. Return
UBS Group
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

Iams Wealth Management's FTSL Position: Q2 2025 in Review

Iams Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 4,586 shares — an estimated $209K sold.

Iams Wealth Management first reported a position in FTSL in Q2 2024 and held it in 2 quarters. The position peaked at $953K in Q2 2024. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

  • Iams Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Iams Wealth Management sold 4,586 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $209K.
  • Iams Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2024 and held it in 2 quarters.
  • Iams Wealth Management's First Trust Senior Loan Fund ETF position peaked at $953K in Q2 2024.
  • 331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.