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

Ocean Park 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
2026 Q1	–	Sell	-231,800	Closed	-$10.6M	–	73
2025 Q4	$10.6M	Hold	231,800	–	–	0.5%	32
2025 Q3	$10.6M	Sell	231,800 -64,800	-22%	-$2.98M	0.44%	43
2025 Q2	$13.5M	Hold	296,600	–	–	0.48%	32
2025 Q1	$13.5M	Hold	296,600	–	–	0.48%	32
2024 Q4	$13.7M	Buy	+296,600	New	+$13.7M	0.47%	33
2023 Q4	–	Sell	-249,700	Closed	-$11.4M	–	73
2023 Q3	$11.4M	Buy	+249,700	New	+$11.4M	0.51%	27

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ocean Park Asset Management's FTSL Position: Q1 2026 in Review

Ocean Park Asset Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 231,800 shares — an estimated $10.6M sold.

Ocean Park Asset Management first reported a position in FTSL in Q3 2023 and held it in 6 quarters. The position peaked at $13.7M in Q4 2024. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Ocean Park Asset Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
Ocean Park Asset Management sold 231,800 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $10.6M.
Ocean Park Asset Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2023 and held it in 6 quarters.
Ocean Park Asset Management's First Trust Senior Loan Fund ETF position peaked at $13.7M in Q4 2024.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Ocean Park Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.