Thurston Springer Miller Herd & Titak’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Thurston Springer Miller Herd & Titak’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	–	Sell	-1,551	Closed	-$71.2K	–	850
2025 Q2	$71.2K	Buy	1,551 +1,274	+460%	+$58.2K	0.01%	574
2025 Q1	$12.7K	Hold	277	–	–	﹤0.01%	1037
2024 Q4	$12.8K	Hold	277	–	–	﹤0.01%	824
2024 Q3	$12.7K	Hold	277	–	–	﹤0.01%	951
2024 Q2	$12.7K	Buy	+277	New	+$12.8K	﹤0.01%	934

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's FTSL Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2025, closing a stake of 1,551 shares — an estimated $71.2K sold.

Thurston Springer Miller Herd & Titak first reported a position in FTSL in Q2 2024 and held it in 5 quarters. The position peaked at $71.2K in Q2 2025. 316 funds tracked by Wall St. Rank hold FTSL as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 1,551 First Trust Senior Loan Fund ETF shares in Q3 2025, an estimated $71.2K.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Senior Loan Fund ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's First Trust Senior Loan Fund ETF position peaked at $71.2K in Q2 2025.
316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.