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

Root Financial Partners’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
-5,680
Closed -$261K – 2297
2025
Q2 		$261K Buy
+5,680
New +$259K 0.03% 202

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Royal Bank of Canada
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First Trust Advisors
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OCM
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UBS Group
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FAM
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Root Financial Partners's FTSL Position: Q3 2025 in Review

Root Financial Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2025, closing a stake of 5,680 shares — an estimated $261K sold.

Root Financial Partners first reported a position in FTSL in Q2 2025 and held it in 1 quarter. The position peaked at $261K in Q2 2025. 316 funds tracked by Wall St. Rank hold FTSL as of Q3 2025.

  • Root Financial Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Root Financial Partners sold 5,680 First Trust Senior Loan Fund ETF shares in Q3 2025, an estimated $261K.
  • Root Financial Partners first reported a position in First Trust Senior Loan Fund ETF in Q2 2025 and held it in 1 quarter.
  • Root Financial Partners's First Trust Senior Loan Fund ETF position peaked at $261K in Q2 2025.
  • 316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2025.

Based on Root Financial Partners's 13F filing for Q3 2025, filed 29 Oct 2025.