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McNaughton Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

McNaughton Wealth Management’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
-70,346
Closed -$3.25M – 74
2024
Q4 		$3.25M Buy
70,346
+1,124
+2% +$51.9K 1.57% 17
2024
Q3 		$3.18M Buy
69,222
+2,643
+4% +$122K 1.55% 21
2024
Q2 		$3.04M Buy
66,579
+4,955
+8% +$228K 1.61% 20
2024
Q1 		$2.85M Buy
61,624
+2,872
+5% +$132K 1.58% 18
2023
Q4 		$2.71M Buy
58,752
+2,646
+5% +$121K 1.6% 19
2023
Q3 		$2.57M Buy
56,106
+31,155
+125% +$1.42M 1.71% 18
2023
Q2 		$1.13M Buy
+24,951
New +$1.13M 0.72% 35
2023
Q1 		– Sell
-8,310
Closed -$371K – 53
2022
Q4 		$371K Sell
8,310
-5,581
-40% -$250K 0.25% 45
2022
Q3 		$612K Sell
13,891
-25,977
-65% -$1.17M 0.45% 37
2022
Q2 		$1.76M Sell
39,868
-23,537
-37% -$1.08M 1.24% 24
2022
Q1 		$2.98M Buy
63,405
+824
+1% +$39.1K 1.94% 15
2021
Q4 		$3M Buy
62,581
+3,780
+6% +$181K 1.94% 17
2021
Q3 		$2.81M Buy
58,801
+3,688
+7% +$177K 1.99% 18
2021
Q2 		$2.65M Buy
55,113
+4,080
+8% +$196K 1.86% 19
2021
Q1 		$2.44M Buy
51,033
+2,454
+5% +$118K 1.87% 19
2020
Q4 		$2.31M Buy
48,579
+446
+0.9% +$20.8K 1.85% 18
2020
Q3 		$2.21M Buy
48,133
+4,958
+11% +$229K 1.94% 18
2020
Q2 		$1.95M Buy
43,175
+5,595
+15% +$250K 1.8% 17
2020
Q1 		$1.57M Buy
37,580
+7,103
+23% +$326K 1.68% 21
2019
Q4 		$1.46M Buy
+30,477
New +$1.45M 1.36% 20

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B 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 $3.65B 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 $666B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

McNaughton Wealth Management's FTSL Position: Q1 2025 in Review

McNaughton Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 70,346 shares — an estimated $3.25M sold.

McNaughton Wealth Management first reported a position in FTSL in Q4 2019 and held it in 20 quarters. The position peaked at $3.25M in Q4 2024. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

  • McNaughton Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
  • McNaughton Wealth Management sold 70,346 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $3.25M.
  • McNaughton Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2019 and held it in 20 quarters.
  • McNaughton Wealth Management's First Trust Senior Loan Fund ETF position peaked at $3.25M in Q4 2024.
  • 340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on McNaughton Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.