KMG Fiduciary Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

KMG Fiduciary Partners’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	-20,215	Closed	-$927K	–	274
2025 Q3	$927K	Buy	20,215 +1,743	+9%	+$80.2K	0.06%	194
2025 Q2	$848K	Buy	18,472 +2	+0%	+$91	0.06%	197
2025 Q1	$843K	Buy	18,470 +2	+0%	+$92	0.07%	195
2024 Q4	$854K	Buy	18,468 +2	+0%	+$92	0.07%	190
2024 Q3	$847K	Buy	18,466 +3	+0%	+$138	0.07%	185
2024 Q2	$844K	Buy	18,463 +43	+0.2%	+$1.98K	0.08%	156
2024 Q1	$851K	Buy	18,420 +65	+0.4%	+$3K	0.09%	153
2023 Q4	$846K	Buy	18,355 +64	+0.3%	+$2.93K	0.1%	149
2023 Q3	$837K	Sell	18,291 -145	-0.8%	-$6.62K	0.11%	144
2023 Q2	$835K	Buy	18,436 +3,283	+22%	+$148K	0.11%	148
2023 Q1	$686K	Buy	+15,153	New	+$688K	0.1%	159

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

KMG Fiduciary Partners's FTSL Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2025, closing a stake of 20,215 shares — an estimated $927K sold.

KMG Fiduciary Partners first reported a position in FTSL in Q1 2023 and held it in 11 quarters. The position peaked at $927K in Q3 2025. 316 funds tracked by Wall St. Rank hold FTSL as of Q4 2025.

KMG Fiduciary Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 20,215 First Trust Senior Loan Fund ETF shares in Q4 2025, an estimated $927K.
KMG Fiduciary Partners first reported a position in First Trust Senior Loan Fund ETF in Q1 2023 and held it in 11 quarters.
KMG Fiduciary Partners's First Trust Senior Loan Fund ETF position peaked at $927K in Q3 2025.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.