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Tucker Asset Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Tucker Asset Management’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
Q4 		$3.99K Hold
87
– – ﹤0.01% 723
2025
Q3 		$3.99K Sell
87
-69
-44% -$3.17K ﹤0.01% 279
2025
Q2 		$7.16K Hold
156
– – ﹤0.01% 235
2025
Q1 		$7.12K Hold
156
– – ﹤0.01% 247
2024
Q4 		$7.21K Hold
156
– – ﹤0.01% 868
2024
Q3 		$7.16K Hold
156
– – ﹤0.01% 801
2024
Q2 		$7.13K Buy
156
+11
+8% +$507 ﹤0.01% 943
2024
Q1 		$6.7K Buy
+145
New +$6.68K ﹤0.01% 988
2022
Q2 		– Sell
-752
Closed -$35.4K – 662
2022
Q1 		$35.4K Sell
752
-109
-13% -$5.17K 0.01% 111
2021
Q4 		$41.2K Buy
861
+90
+12% +$4.31K 0.01% 106
2021
Q3 		$36.9K Buy
771
+111
+17% +$5.32K 0.01% 104
2021
Q2 		$31.7K Buy
660
+627
+1,900% +$30.1K 0.01% 99
2021
Q1 		$1.58K Buy
33
+3
+10% +$144 ﹤0.01% 266
2020
Q4 		$1.43K Buy
+30
New +$1.4K ﹤0.01% 289

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return