Park Square Financial Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Park Square Financial 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 Q3	–	Sell	-435	Closed	-$20K	–	519
2025 Q2	$20K	Hold	435	–	–	0.01%	462
2025 Q1	$19.9K	Hold	435	–	–	0.02%	441
2024 Q4	$20.1K	Buy	+435	New	+$20.1K	0.01%	429

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

Park Square Financial Group's FTSL Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2025, closing a stake of 435 shares — an estimated $20K sold.

Park Square Financial Group first reported a position in FTSL in Q4 2024 and held it in 3 quarters. The position peaked at $20.1K in Q4 2024. 316 funds tracked by Wall St. Rank hold FTSL as of Q3 2025.

Park Square Financial Group reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 435 First Trust Senior Loan Fund ETF shares in Q3 2025, an estimated $20K.
Park Square Financial Group first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's First Trust Senior Loan Fund ETF position peaked at $20.1K in Q4 2024.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.