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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Inspirion Wealth Advisors's FTSL Position: Q4 2025 in Review

Inspirion Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2025, closing a stake of 5,058 shares — an estimated $232K sold.

Inspirion Wealth Advisors first reported a position in FTSL in Q2 2022 and held it in 12 quarters. The position peaked at $1.11M in Q3 2022. 316 funds tracked by Wall St. Rank hold FTSL as of Q4 2025.

Inspirion Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2025 after selling out during the quarter.
Inspirion Wealth Advisors sold 5,058 First Trust Senior Loan Fund ETF shares in Q4 2025, an estimated $232K.
Inspirion Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2022 and held it in 12 quarters.
Inspirion Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $1.11M in Q3 2022.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.