Seaview Investment Managers’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Seaview Investment Managers’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	-10,853	Closed	-$502K	–	134
2024 Q4	$502K	Buy	10,853 +6,034	+125%	+$279K	0.14%	56
2024 Q3	$221K	Sell	4,819 -1,127	-19%	-$51.8K	0.07%	71
2024 Q2	$272K	Buy	5,946 +1,533	+35%	+$70.7K	0.08%	67
2024 Q1	$204K	Buy	+4,413	New	+$203K	0.06%	83
2023 Q4	–	Sell	-4,565	Closed	-$209K	–	98
2023 Q3	$209K	Sell	4,565 -1,446	-24%	-$66K	0.07%	88
2023 Q2	$272K	Sell	6,011 -265	-4%	-$12K	0.09%	75
2023 Q1	$284K	Buy	6,276 +212	+3%	+$9.62K	0.1%	79
2022 Q4	$270K	Buy	6,064 +1,041	+21%	+$46.6K	0.11%	67
2022 Q3	$221K	Buy	+5,023	New	+$227K	0.09%	74

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

Seaview Investment Managers's FTSL Position: Q1 2025 in Review

Seaview Investment Managers sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 10,853 shares — an estimated $502K sold.

Seaview Investment Managers first reported a position in FTSL in Q3 2022 and held it in 9 quarters. The position peaked at $502K in Q4 2024. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

Seaview Investment Managers reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
Seaview Investment Managers sold 10,853 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $502K.
Seaview Investment Managers first reported a position in First Trust Senior Loan Fund ETF in Q3 2022 and held it in 9 quarters.
Seaview Investment Managers's First Trust Senior Loan Fund ETF position peaked at $502K in Q4 2024.
340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on Seaview Investment Managers's 13F filing for Q1 2025, filed 13 May 2025.