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Summit Investment Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Summit Investment 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 		$912K Buy
19,870
+2,158
+12% +$98.6K 0.75% 32
2025
Q1 		$809K Buy
17,712
+4,842
+38% +$223K 0.72% 32
2024
Q4 		$595K Buy
+12,870
New +$595K 0.53% 29

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Summit Investment Advisors's FTSL Position: Q2 2025 in Review

Summit Investment Advisors increased its First Trust Senior Loan Fund ETF (FTSL) stake by 12% in Q2 2025, buying an estimated $98.6K and bringing the position to 19,870 shares worth $912K. The position accounts for 0.75% of the portfolio, ranked #32.

Summit Investment Advisors first reported a position in FTSL in Q4 2024 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

  • Summit Investment Advisors held 19,870 shares of First Trust Senior Loan Fund ETF worth $912K as of Q2 2025.
  • Summit Investment Advisors bought 2,158 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $98.6K.
  • First Trust Senior Loan Fund ETF made up 0.75% of Summit Investment Advisors's portfolio in Q2 2025, its #32 holding.
  • Summit Investment Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.