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

Lokken Investment Group’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 Q2	–	Sell	-5,686	Closed	-$260K	–	143
2025 Q1	$260K	Hold	5,686	–	–	0.11%	109
2024 Q4	$263K	Hold	5,686	–	–	0.11%	113
2024 Q3	$261K	Sell	5,686 -119,728	-95%	-$5.5M	0.11%	124
2024 Q2	$5.73M	Sell	125,414 -1,995	-2%	-$92K	2.7%	7
2024 Q1	$5.89M	Sell	127,409 -1,391	-1%	-$64.1K	2.93%	6
2023 Q4	$5.93M	Buy	128,800 +2,410	+2%	+$110K	3.36%	6
2023 Q3	$5.78M	Buy	126,390 +5,112	+4%	+$233K	3.79%	4
2023 Q2	$5.49M	Buy	121,278 +34,742	+40%	+$1.57M	3.58%	5
2023 Q1	$3.91M	Buy	86,536 +205	+0.2%	+$9.31K	2.97%	6
2022 Q4	$3.85M	Buy	86,331 +4,476	+5%	+$201K	3.04%	8
2022 Q3	$3.61M	Buy	81,855 +1,110	+1%	+$50.1K	3.11%	8
2022 Q2	$3.56M	Buy	80,745 +67,605	+514%	+$3.11M	2.89%	9
2022 Q1	$618K	Buy	+13,140	New	+$624K	0.49%	45

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Lokken Investment Group's FTSL Position: Q2 2025 in Review

Lokken Investment Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 5,686 shares — an estimated $260K sold.

Lokken Investment Group first reported a position in FTSL in Q1 2022 and held it in 13 quarters. The position peaked at $5.93M in Q4 2023. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

Lokken Investment Group reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
Lokken Investment Group sold 5,686 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $260K.
Lokken Investment Group first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and held it in 13 quarters.
Lokken Investment Group's First Trust Senior Loan Fund ETF position peaked at $5.93M in Q4 2023.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Lokken Investment Group's 13F filing for Q2 2025, filed 24 Jul 2025.