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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Wealth Partners's FTSL Position: Q1 2026 in Review

Summit Wealth Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 5,591 shares — an estimated $257K sold.

Summit Wealth Partners first reported a position in FTSL in Q2 2023 and held it in 11 quarters. The position peaked at $300K in Q4 2023. 309 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Summit Wealth Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
Summit Wealth Partners sold 5,591 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $257K.
Summit Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q2 2023 and held it in 11 quarters.
Summit Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $300K in Q4 2023.
309 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.