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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$912K Buy
19,870
+2,158
+12% +$99.1K 0.75% 32
2025
Q1
$809K Buy
17,712
+4,842
+38% +$221K 0.72% 32
2024
Q4
$595K Buy
+12,870
New +$595K 0.53% 29