Israel Englander’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Israel Englander’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	-8,151	Closed	-$374K	–	6153
2025 Q3	$374K	Buy	+8,151	New	+$375K	﹤0.01%	5238
2017 Q4	–	Sell	-14,780	Closed	-$712K	–	3884
2017 Q3	$712K	Buy	14,780 +9,163	+163%	+$444K	﹤0.01%	2678
2017 Q2	$272K	Sell	5,617 -4,028	-42%	-$195K	﹤0.01%	3077
2017 Q1	$467K	Buy	+9,645	New	+$468K	﹤0.01%	2855

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

Israel Englander's FTSL Position: Q4 2025 in Review

Israel Englander sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2025, closing a stake of 8,151 shares — an estimated $374K sold.

Israel Englander first reported a position in FTSL in Q1 2017 and held it in 4 quarters. The position peaked at $712K in Q3 2017. 315 funds tracked by Wall St. Rank hold FTSL as of Q4 2025.

Israel Englander reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2025 after selling out during the quarter.
Israel Englander sold 8,151 First Trust Senior Loan Fund ETF shares in Q4 2025, an estimated $374K.
Israel Englander first reported a position in First Trust Senior Loan Fund ETF in Q1 2017 and held it in 4 quarters.
Israel Englander's First Trust Senior Loan Fund ETF position peaked at $712K in Q3 2017.
315 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2025.

Based on Millennium Management's 13F filing for Q4 2025, filed 17 Feb 2026.