Kovitz Investment Group Partners
FTSL icon

Kovitz Investment Group Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Kovitz Investment Group 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
-655,855
Closed -$30.1M – 773
2025
Q3 		$30.1M Buy
655,855
+93
+0% +$4.28K 0.12% 164
2025
Q2 		$30.1M Buy
655,762
+14,752
+2% +$674K 0.13% 143
2025
Q1 		$29.3M Buy
641,010
+57,021
+10% +$2.63M 0.15% 131
2024
Q4 		$27M Buy
583,989
+1,516
+0.3% +$70.1K 0.13% 139
2024
Q3 		$26.7M Buy
582,473
+64,467
+12% +$2.96M 0.19% 105
2024
Q2 		$23.7M Buy
518,006
+39,431
+8% +$1.82M 0.2% 85
2024
Q1 		$22.1M Buy
+478,575
New +$22.1M 0.28% 55

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