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Summit Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Summit Wealth Partners’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
2026
Q1 		– Sell
-5,591
Closed -$257K – 272
2025
Q4 		$257K Hold
5,591
– – 0.05% 177
2025
Q3 		$256K Hold
5,591
– – 0.05% 189
2025
Q2 		$257K Buy
5,591
+195
+4% +$8.9K 0.05% 191
2025
Q1 		$246K Sell
5,396
-300
-5% -$13.8K 0.05% 188
2024
Q4 		$263K Hold
5,696
– – 0.05% 176
2024
Q3 		$261K Hold
5,696
– – 0.05% 203
2024
Q2 		$260K Sell
5,696
-153
-3% -$7.05K 0.05% 192
2024
Q1 		$270K Sell
5,849
-652
-10% -$30.1K 0.06% 189
2023
Q4 		$300K Buy
6,501
+371
+6% +$17K 0.07% 163
2023
Q3 		$280K Hold
6,130
– – 0.07% 151
2023
Q2 		$278K Buy
+6,130
New +$277K 0.07% 154

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return