SAG
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SageView Advisory Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

SageView Advisory 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
Q4 		$2.78M Sell
60,498
-1,243
-2% -$57K 0.09% 124
2025
Q3 		$2.83M Sell
61,741
-1,185
-2% -$54.5K 0.1% 129
2025
Q2 		$2.89M Sell
62,926
-385
-0.6% -$17.6K 0.11% 108
2025
Q1 		$2.89M Sell
63,311
-3,003
-5% -$139K 0.12% 95
2024
Q4 		$3.07M Sell
66,314
-1,904
-3% -$88K 0.13% 89
2024
Q3 		$3.13M Sell
68,218
-2,537
-4% -$117K 0.16% 79
2024
Q2 		$3.23M Buy
+70,755
New +$3.26M 0.15% 82
2024
Q1 		– Sell
-76,983
Closed -$3.53M – 602
2023
Q4 		$3.53M Sell
76,983
-428
-0.6% -$19.6K 0.15% 85
2023
Q3 		$3.54M Sell
77,411
-116
-0.1% -$5.29K 0.2% 69
2023
Q2 		$3.51M Sell
77,527
-2,770
-3% -$125K 0.2% 77
2023
Q1 		$3.63M Buy
+80,297
New +$3.65M 0.23% 67

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return