Milestone Asset Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Milestone Asset 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	-10,473	Closed	-$484K	–	220
2024 Q4	$484K	Buy	10,473 +373	+4%	+$17.2K	0.11%	159
2024 Q3	$464K	Sell	10,100 -44,562	-82%	-$2.05M	0.1%	141
2024 Q2	$2.5M	Buy	+54,662	New	+$2.52M	0.63%	38

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

Milestone Asset Management's FTSL Position: Q1 2025 in Review

Milestone Asset Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 10,473 shares — an estimated $484K sold.

Milestone Asset Management first reported a position in FTSL in Q2 2024 and held it in 3 quarters. The position peaked at $2.5M in Q2 2024. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

Milestone Asset Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
Milestone Asset Management sold 10,473 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $484K.
Milestone Asset Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2024 and held it in 3 quarters.
Milestone Asset Management's First Trust Senior Loan Fund ETF position peaked at $2.5M in Q2 2024.
340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

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