Advisornet Financial’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Advisornet Financial’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
2026 Q1	$44.2K	Hold	986	–	–	﹤0.01%	1084
2025 Q4	$45.2K	Hold	986	–	–	﹤0.01%	1081
2025 Q3	$45.2K	Hold	986	–	–	﹤0.01%	1059
2025 Q2	$45.2K	Buy	+986	New	+$45K	﹤0.01%	1034
2022 Q2	–	Sell	-570	Closed	-$27K	–	1960
2022 Q1	$27K	Buy	570 +324	+132%	+$15.4K	﹤0.01%	1157
2021 Q4	$12K	Hold	246	–	–	﹤0.01%	1429
2021 Q3	$12K	Buy	246 +41	+20%	+$1.97K	﹤0.01%	1400
2021 Q2	$10K	Buy	+205	New	+$9.84K	﹤0.01%	1415
2020 Q1	–	Sell	-107	Closed	-$5K	–	1831
2019 Q4	$5K	Hold	107	–	–	﹤0.01%	1533
2019 Q3	$5K	Hold	107	–	–	﹤0.01%	1550
2019 Q2	$5K	Hold	107	–	–	﹤0.01%	1384
2019 Q1	$5K	Hold	107	–	–	﹤0.01%	1317
2018 Q4	$5K	Sell	107 -52	-33%	-$2.46K	﹤0.01%	1230
2018 Q3	$8K	Sell	159 -216	-58%	-$10.4K	﹤0.01%	1174
2018 Q2	$18K	Buy	+375	New	+$18K	﹤0.01%	969

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisornet Financial's FTSL Position: Q1 2026 in Review

Advisornet Financial held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q1 2026 at 986 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Advisornet Financial first reported a position in FTSL in Q2 2018 and has held it in 15 quarters since. The position peaked at $45.2K in Q2 2025. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Advisornet Financial held 986 shares of First Trust Senior Loan Fund ETF worth $44.2K as of Q1 2026.
Advisornet Financial left its First Trust Senior Loan Fund ETF share count unchanged in Q1 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1084 holding.
Advisornet Financial first reported a position in First Trust Senior Loan Fund ETF in Q2 2018 and has held it in 15 quarters since.
Advisornet Financial's First Trust Senior Loan Fund ETF position peaked at $45.2K in Q2 2025.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.