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Inspirion Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Inspirion Wealth Advisors’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 		– Sell
-5,058
Closed -$232K – 175
2025
Q3 		$232K Buy
+5,058
New +$233K 0.03% 135
2025
Q1 		– Sell
-5,058
Closed -$234K – 163
2024
Q4 		$234K Hold
5,058
– – 0.03% 133
2024
Q3 		$232K Sell
5,058
-2,311
-31% -$106K 0.03% 136
2024
Q2 		$337K Sell
7,369
-846
-10% -$39K 0.05% 112
2024
Q1 		$380K Sell
8,215
-503
-6% -$23.2K 0.06% 103
2023
Q4 		$401K Sell
8,718
-1,090
-11% -$49.9K 0.07% 95
2023
Q3 		$449K Sell
9,808
-573
-6% -$26.1K 0.09% 87
2023
Q2 		$470K Sell
10,381
-449
-4% -$20.3K 0.09% 86
2023
Q1 		$490K Sell
10,830
-8,196
-43% -$372K 0.1% 83
2022
Q4 		$848K Sell
19,026
-6,106
-24% -$274K 0.18% 55
2022
Q3 		$1.11M Buy
25,132
+3,391
+16% +$153K 0.25% 40
2022
Q2 		$959K Buy
+21,741
New +$1M 0.21% 50

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