PlanWiser Financial’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

PlanWiser Financial’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 Q4	–	Sell	-20,582	Closed	-$943K	–	52
2025 Q3	$943K	Buy	+20,582	New	+$947K	0.75%	34

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

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

PlanWiser Financial's FTSL Position: Q4 2025 in Review

PlanWiser Financial sold out of First Trust Senior Loan Fund ETF (FTSL) in Q4 2025, closing a stake of 20,582 shares — an estimated $943K sold.

PlanWiser Financial first reported a position in FTSL in Q3 2025 and held it in 1 quarter. The position peaked at $943K in Q3 2025. 314 funds tracked by Wall St. Rank hold FTSL as of Q4 2025.

PlanWiser Financial reported no remaining First Trust Senior Loan Fund ETF position as of Q4 2025 after selling out during the quarter.
PlanWiser Financial sold 20,582 First Trust Senior Loan Fund ETF shares in Q4 2025, an estimated $943K.
PlanWiser Financial first reported a position in First Trust Senior Loan Fund ETF in Q3 2025 and held it in 1 quarter.
PlanWiser Financial's First Trust Senior Loan Fund ETF position peaked at $943K in Q3 2025.
314 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q4 2025.

Based on PlanWiser Financial's 13F filing for Q4 2025, filed 13 Feb 2026.