Sand Hill Global Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Sand Hill Global Advisors’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 Q2	–	Sell	-18,351	Closed	-$838K	–	209
2025 Q1	$838K	Buy	+18,351	New	+$846K	0.03%	119

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

Sand Hill Global Advisors's FTSL Position: Q2 2025 in Review

Sand Hill Global Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 18,351 shares — an estimated $838K sold.

Sand Hill Global Advisors first reported a position in FTSL in Q1 2025 and held it in 1 quarter. The position peaked at $838K in Q1 2025. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

Sand Hill Global Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
Sand Hill Global Advisors sold 18,351 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $838K.
Sand Hill Global Advisors first reported a position in First Trust Senior Loan Fund ETF in Q1 2025 and held it in 1 quarter.
Sand Hill Global Advisors's First Trust Senior Loan Fund ETF position peaked at $838K in Q1 2025.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Sand Hill Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.