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
2025 Q3	$256K	Hold
2025 Q2	$257K	Buy
2025 Q1	$246K	Sell
2024 Q4	$263K	Hold
2024 Q3	$261K	Hold
2024 Q2	$260K	Sell
2024 Q1	$270K	Sell
2023 Q4	$300K	Buy
2023 Q3	$280K	Hold
2023 Q2	$278K	Buy