Trust Company of Vermont’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-1,760	Closed	-$81.4K	–	1055
2024 Q4	$81.4K	Hold	1,760	–	–	﹤0.01%	454
2024 Q3	$80.8K	Buy	+1,760	New	+$80.9K	﹤0.01%	444

Other funds holding FTSL

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

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

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

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

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

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

OCM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Trust Company of Vermont's FTSL Position: Q1 2025 in Review

Trust Company of Vermont sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 1,760 shares — an estimated $81.4K sold.

Trust Company of Vermont first reported a position in FTSL in Q3 2024 and held it in 2 quarters. The position peaked at $81.4K in Q4 2024. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

Trust Company of Vermont reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
Trust Company of Vermont sold 1,760 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $81.4K.
Trust Company of Vermont first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and held it in 2 quarters.
Trust Company of Vermont's First Trust Senior Loan Fund ETF position peaked at $81.4K in Q4 2024.
340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.