SevenBridge Financial Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-4,474	Closed	-$206K	–	216
2025 Q2	$206K	Hold	4,474	–	–	0.04%	210
2025 Q1	$205K	Sell	4,474 -1,770	-28%	-$81.6K	0.04%	211
2024 Q4	$289K	Hold	6,244	–	–	0.05%	187
2024 Q3	$290K	Hold	6,244	–	–	0.06%	185
2024 Q2	$285K	Hold	6,244	–	–	0.06%	172
2024 Q1	$288K	Sell	6,244 -6,097	-49%	-$281K	0.07%	172
2023 Q4	$569K	Hold	12,341	–	–	0.13%	124
2023 Q3	$564K	Buy	+12,341	New	+$563K	0.15%	118

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

SevenBridge Financial Group's FTSL Position: Q3 2025 in Review

SevenBridge Financial Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2025, closing a stake of 4,474 shares — an estimated $206K sold.

SevenBridge Financial Group first reported a position in FTSL in Q3 2023 and held it in 8 quarters. The position peaked at $569K in Q4 2023. 316 funds tracked by Wall St. Rank hold FTSL as of Q3 2025.

SevenBridge Financial Group reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2025 after selling out during the quarter.
SevenBridge Financial Group sold 4,474 First Trust Senior Loan Fund ETF shares in Q3 2025, an estimated $206K.
SevenBridge Financial Group first reported a position in First Trust Senior Loan Fund ETF in Q3 2023 and held it in 8 quarters.
SevenBridge Financial Group's First Trust Senior Loan Fund ETF position peaked at $569K in Q4 2023.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2025.

Based on SevenBridge Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.