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

Anfield 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 Q1	$153K	Hold	3,421	–	–	0.04%	151
2025 Q4	$157K	Hold	3,421	–	–	0.05%	106
2025 Q3	$157K	Hold	3,421	–	–	0.05%	97
2025 Q2	$157K	Hold	3,421	–	–	0.05%	90
2025 Q1	$156K	Hold	3,421	–	–	0.06%	80
2024 Q4	$158K	Hold	3,421	–	–	0.06%	76
2024 Q3	$157K	Sell	3,421 -596	-15%	-$27.4K	0.06%	77
2024 Q2	$184K	Hold	4,017	–	–	0.09%	57
2024 Q1	$186K	Sell	4,017 -12,954	-76%	-$597K	0.09%	68
2023 Q4	$782K	Sell	16,971 -65,307	-79%	-$2.99M	0.42%	51
2023 Q3	$3.76M	Buy	82,278 +1,253	+2%	+$57.2K	1.79%	13
2023 Q2	$3.67M	Buy	81,025 +13,119	+19%	+$592K	1.6%	17
2023 Q1	$3.07M	Buy	67,906 +11,943	+21%	+$542K	1.42%	19
2022 Q4	$2.51M	Buy	55,963 +37,050	+196%	+$1.66M	1.23%	20
2022 Q3	$833K	Sell	18,913 -186	-1%	-$8.39K	0.4%	46
2022 Q2	$842K	Buy	19,099 +58	+0.3%	+$2.67K	0.38%	47
2022 Q1	$896K	Buy	+19,041	New	+$904K	0.33%	47

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Anfield Capital Management's FTSL Position: Q1 2026 in Review

Anfield Capital Management held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q1 2026 at 3,421 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #151.

Anfield Capital Management first reported a position in FTSL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.76M in Q3 2023. 308 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Anfield Capital Management held 3,421 shares of First Trust Senior Loan Fund ETF worth $153K as of Q1 2026.
Anfield Capital Management left its First Trust Senior Loan Fund ETF share count unchanged in Q1 2026.
First Trust Senior Loan Fund ETF made up 0.04% of Anfield Capital Management's portfolio in Q1 2026, its #151 holding.
Anfield Capital Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and has held it in 17 quarters since.
Anfield Capital Management's First Trust Senior Loan Fund ETF position peaked at $3.76M in Q3 2023.
308 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.