Sheets Smith Investment Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Sheets Smith Investment Management’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	$276K	Buy	+6,030	New	+$277K	0.18%	100

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

Sheets Smith Investment Management's FTSL Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q3 2025: 6,030 shares worth $276K. The stake represents 0.18% of the portfolio and ranks #100 among its holdings.

316 funds tracked by Wall St. Rank hold FTSL as of Q3 2025.

Sheets Smith Investment Management held 6,030 shares of First Trust Senior Loan Fund ETF worth $276K as of Q3 2025.
First Trust Senior Loan Fund ETF was a new Sheets Smith Investment Management position in Q3 2025.
First Trust Senior Loan Fund ETF made up 0.18% of Sheets Smith Investment Management's portfolio in Q3 2025, its #100 holding.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.