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Aptus Capital Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Aptus Capital Advisors’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 		$17.9K Buy
401
+133
+50% +$5.99K ﹤0.01% 1540
2026
Q1 		$12K Sell
268
-146
-35% -$6.61K ﹤0.01% 1467
2025
Q4 		$19K Sell
414
-54
-12% -$2.48K ﹤0.01% 1423
2025
Q3 		$21.5K Sell
468
-9,392
-95% -$432K ﹤0.01% 1337
2025
Q2 		$452K Buy
9,860
+3,216
+48% +$147K ﹤0.01% 701
2025
Q1 		$303K Buy
6,644
+6,244
+1,561% +$288K ﹤0.01% 767
2024
Q4 		$18.5K Hold
400
– – ﹤0.01% 1221
2024
Q3 		$18.4K Sell
400
-878
-69% -$40.4K ﹤0.01% 1046
2024
Q2 		$58.4K Hold
1,278
– – ﹤0.01% 875
2024
Q1 		$59.1K Hold
1,278
– – ﹤0.01% 874
2023
Q4 		$58.9K Hold
1,278
– – ﹤0.01% 666
2023
Q3 		$58.5K Sell
1,278
-46
-3% -$2.1K ﹤0.01% 673
2023
Q2 		$60K Sell
1,324
-22
-2% -$993 ﹤0.01% 568
2023
Q1 		$60.9K Sell
1,346
-2,669
-66% -$121K ﹤0.01% 549
2022
Q4 		$179K Buy
4,015
+2,277
+131% +$102K 0.01% 488
2022
Q3 		$76K Sell
1,738
-305
-15% -$13.8K ﹤0.01% 516
2022
Q2 		$90K Sell
2,043
-134
-6% -$6.17K ﹤0.01% 431
2022
Q1 		$102K Buy
+2,177
New +$103K ﹤0.01% 466
2020
Q4 		– Sell
-1,550
Closed -$71K – 489
2020
Q3 		$71K Sell
1,550
-2,801
-64% -$129K ﹤0.01% 340
2020
Q2 		$196K Buy
4,351
+2,698
+163% +$121K 0.01% 265
2020
Q1 		$69K Hold
1,653
– – 0.01% 298
2019
Q4 		$79K Buy
+1,653
New +$78.4K 0.01% 377

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aptus Capital Advisors's FTSL Position: Q2 2026 in Review

Aptus Capital Advisors increased its First Trust Senior Loan Fund ETF (FTSL) stake by 50% in Q2 2026, buying an estimated $5.99K and bringing the position to 401 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Aptus Capital Advisors first reported a position in FTSL in Q4 2019 and has held it in 22 quarters since. The position peaked at $452K in Q2 2025. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Aptus Capital Advisors held 401 shares of First Trust Senior Loan Fund ETF worth $17.9K as of Q2 2026.
  • Aptus Capital Advisors bought 133 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $5.99K.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1540 holding.
  • Aptus Capital Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2019 and has held it in 22 quarters since.
  • Aptus Capital Advisors's First Trust Senior Loan Fund ETF position peaked at $452K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.