KP
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Keel Point’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Keel Point’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
2026
Q1 		$219K Buy
4,899
+207
+4% +$9.38K 0.01% 423
2025
Q4 		$215K Buy
+4,692
New +$215K 0.01% 492
2021
Q2 		– Sell
-5,079
Closed -$243K – 291
2021
Q1 		$243K Sell
5,079
-2,243
-31% -$108K 0.03% 235
2020
Q4 		$348K Sell
7,322
-1,795
-20% -$83.9K 0.03% 185
2020
Q3 		$419K Buy
9,117
+533
+6% +$24.6K 0.04% 150
2020
Q2 		$387K Buy
8,584
+461
+6% +$20.6K 0.04% 146
2020
Q1 		$339K Buy
8,123
+1,017
+14% +$46.7K 0.04% 136
2019
Q4 		$341K Buy
+7,106
New +$337K 0.04% 146

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
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return