Kovitz Investment Group Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Buy |
655,762
+14,752
| +2% | +$677K | 0.13% | 143 |
|
|
2025
Q1 | $29.3M | Buy |
641,010
+57,021
| +10% | +$2.6M | 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% | +$1.8M | 0.2% | 85 |
|
|
2024
Q1 | $22.1M | Buy |
+478,575
| New | +$22.1M | 0.28% | 55 |
|