Andina Capital Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Andina Capital 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
2026 Q2	$1.17M	Buy	+26,124	New	+$1.18M	1.89%	13
2026 Q1	–	Sell	-19,125	Closed	-$877K	–	138
2025 Q4	$877K	Sell	19,125 -57,757	-75%	-$2.65M	0.53%	42
2025 Q3	$3.52M	Buy	+76,882	New	+$3.54M	1.99%	11

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Andina Capital Management's FTSL Position: Q2 2026 in Review

Andina Capital Management opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 26,124 shares worth $1.17M. The stake represents 1.89% of the portfolio and ranks #13 among its holdings. This is a return to the name: Andina Capital Management previously reported a position in FTSL as recently as Q4 2025.

Andina Capital Management first reported a position in FTSL in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.52M in Q3 2025. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Andina Capital Management held 26,124 shares of First Trust Senior Loan Fund ETF worth $1.17M as of Q2 2026.
First Trust Senior Loan Fund ETF was a new Andina Capital Management position in Q2 2026.
First Trust Senior Loan Fund ETF made up 1.89% of Andina Capital Management's portfolio in Q2 2026, its #13 holding.
Andina Capital Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2025 and has held it in 3 quarters since.
Andina Capital Management's First Trust Senior Loan Fund ETF position peaked at $3.52M in Q3 2025.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Andina Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.