Sandy Spring Bank’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Sandy Spring Bank’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 Q1	–	Sell	-39	Closed	-$1.8K	–	1255
2024 Q4	$1.8K	Hold	39	–	–	﹤0.01%	1072
2024 Q3	$1.79K	Hold	39	–	–	﹤0.01%	1042
2024 Q2	$1.78K	Hold	39	–	–	﹤0.01%	1107
2024 Q1	$1.8K	Hold	39	–	–	﹤0.01%	1063
2023 Q4	$1.8K	Hold	39	–	–	﹤0.01%	1025
2023 Q3	$1.78K	Buy	+39	New	+$1.78K	﹤0.01%	1040
2017 Q3	–	Sell	-450	Closed	-$22K	–	824
2017 Q2	$22K	Buy	450 +88	+24%	+$4.27K	﹤0.01%	568
2017 Q1	$18K	Buy	+362	New	+$17.6K	﹤0.01%	601

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Sandy Spring Bank's FTSL Position: Q1 2025 in Review

Sandy Spring Bank sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 39 shares — an estimated $1.8K sold.

Sandy Spring Bank first reported a position in FTSL in Q1 2017 and held it in 8 quarters. The position peaked at $22K in Q2 2017. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

Sandy Spring Bank reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 39 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $1.8K.
Sandy Spring Bank first reported a position in First Trust Senior Loan Fund ETF in Q1 2017 and held it in 8 quarters.
Sandy Spring Bank's First Trust Senior Loan Fund ETF position peaked at $22K in Q2 2017.
340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.