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

Tower 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 Q2	–	Sell	-247,918	Closed	-$11.3M	–	88
2025 Q1	$11.3M	Sell	247,918 -87	-0%	-$4.01K	6.05%	8
2024 Q4	$11.5M	Buy	248,005 +14,402	+6%	+$666K	6%	8
2024 Q3	$10.7M	Buy	233,603 +2,037	+0.9%	+$93.7K	6.23%	9
2024 Q2	$10.6M	Buy	231,566 +33,841	+17%	+$1.56M	6.54%	9
2024 Q1	$9.14M	Buy	197,725 +5,819	+3%	+$268K	5.93%	9
2023 Q4	$8.84M	Buy	+191,906	New	+$8.79M	6.25%	9

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

Tower Wealth Partners's FTSL Position: Q2 2025 in Review

Tower Wealth Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 247,918 shares — an estimated $11.3M sold.

Tower Wealth Partners first reported a position in FTSL in Q4 2023 and held it in 6 quarters. The position peaked at $11.5M in Q4 2024. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

Tower Wealth Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
Tower Wealth Partners sold 247,918 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $11.3M.
Tower Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2023 and held it in 6 quarters.
Tower Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $11.5M in Q4 2024.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Tower Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.