Plotkin Financial Advisors, LLC FTSL — FIRST TRUST SENIOR LOAN FUND

Ownership history in Plotkin Financial Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Plotkin Financial Advisors, LLC reported FIRST TRUST SENIOR LOAN FUND (FTSL) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.44% in 2024 Q3. The latest visible filing shows FTSL at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plotkin Financial Advisors, LLC's position in FIRST TRUST SENIOR LOAN FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FTSL was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTSL stock page Plotkin Financial Advisors, LLC fund profile Plotkin Financial Advisors, LLC full holdings
How Plotkin Financial Advisors, LLC held FTSL — position size vs. price
% of Fund (quarterly)    FTSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 25,640 +2,923 +12.9% 0.57% $1.2M 2026-02-14 (Est.) $44.59
2025 Q3 ADDED — — — 22,717 +4,828 +27.0% 0.51% $1.0M 2025-11-14 $44.55
2025 Q2 ADDED — — — 17,889 +5,458 +43.9% 0.45% $821K 2025-08-11 $43.87
2025 Q1 ADDED — — — 12,431 +2,911 +30.6% 0.35% $567K 2025-05-15 $43.11
2024 Q4 REDUCED 70.6% +0.4% ❌ 9,520 -22,857 -70.6% 0.26% $440K 2025-03-06 $42.61
2024 Q3 INITIATED — — — 32,377 — — 1.44% $1.6M 2024-11-15 $41.99

🏢 Other funds also holding FTSL

As of 2026 Q1 — sorted by position size

TL Private Wealth 3Y 9.56% WMS Group LLC 5.93% Flaharty Asset Management, LLC 3Y 7Y 4.45% Fairvoy Private Wealth, LLC 3.6% Mission Hills Financial Advisory, LLC 3.59% Aurora Private Wealth, Inc. 3Y 2.78% Capital Investment Counsel, LLC 2.72% Oder Investment Management, LLC 3Y 2.65% Asset Allocation & Management Company, LLC 3Y 2.11% TRUE BLUE FINANCIAL, LLC 2.07%

FAQ About Plotkin Financial Advisors, LLC and FTSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Plotkin Financial Advisors, LLC reported owning FTSL?

Plotkin Financial Advisors, LLC reported FTSL across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported FTSL position in Plotkin Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for FTSL was 1.44% in 2024 Q3.

What is the latest reported FTSL position on this page?

The most recent filing on this page is 2025 Q4, when Plotkin Financial Advisors, LLC reported 25,640 shares, equal to 0.57% of portfolio, with an estimated market value of $1.2M.

What does the chart on this FTSL ownership page compare?

The chart compares Plotkin Financial Advisors, LLC's quarterly FTSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Plotkin Financial Advisors, LLC time their FTSL position?

Based on 13F filing dates vs. subsequent FTSL price moves, Plotkin Financial Advisors, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on FTSL relative to SPY over the holding period was -8.2%.

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