MassMutual Private Wealth & Trust’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-700	Closed	-$32.4K	–	2402
2024 Q4	$32.4K	Buy	+700	New	+$32.4K	﹤0.01%	859
2020 Q1	–	Sell	-6,120	Closed	-$293K	–	712
2019 Q4	$293K	Sell	6,120 -18,865	-76%	-$895K	0.02%	321
2019 Q3	$1.19M	Sell	24,985 -5,370	-18%	-$254K	0.08%	187
2019 Q2	$1.43M	Sell	30,355 -16,875	-36%	-$803K	0.1%	174
2019 Q1	$2.22M	Sell	47,230 -4,365	-8%	-$206K	0.16%	141
2018 Q4	$2.35M	Sell	51,595 -7,310	-12%	-$346K	0.2%	120
2018 Q3	$2.83M	Sell	58,905 -3,425	-5%	-$164K	0.21%	116
2018 Q2	$2.98M	Buy	62,330 +3,375	+6%	+$162K	0.24%	106
2018 Q1	$2.84M	Sell	58,955 -925	-2%	-$44.6K	0.23%	107
2017 Q4	$2.88M	Buy	+59,880	New	+$2.89M	0.24%	107

Other funds holding FTSL

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

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

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

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

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

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

OCM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

MassMutual Private Wealth & Trust's FTSL Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 700 shares — an estimated $32.4K sold.

MassMutual Private Wealth & Trust first reported a position in FTSL in Q4 2017 and held it in 10 quarters. The position peaked at $2.98M in Q2 2018. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 700 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $32.4K.
MassMutual Private Wealth & Trust first reported a position in First Trust Senior Loan Fund ETF in Q4 2017 and held it in 10 quarters.
MassMutual Private Wealth & Trust's First Trust Senior Loan Fund ETF position peaked at $2.98M in Q2 2018.
340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.