Atria Wealth Solutions’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$792K	Sell	17,265 -20,022	-54%	-$914K	0.02%	732
2025 Q1	$1.7M	Sell	37,287 -4,136	-10%	-$191K	0.02%	691
2024 Q4	$1.92M	Sell	41,423 -8,546	-17%	-$395K	0.02%	660
2024 Q3	$2.29M	Sell	49,969 -44,078	-47%	-$2.03M	0.02%	584
2024 Q2	$4.3M	Buy	94,047 +38,662	+70%	+$1.78M	0.05%	376
2024 Q1	$2.56M	Buy	55,385 +6,805	+14%	+$314K	0.03%	554
2023 Q4	$2.24M	Buy	48,580 +4,321	+10%	+$198K	0.03%	571
2023 Q3	$2.02M	Buy	44,259 +16,701	+61%	+$762K	0.03%	553
2023 Q2	$1.25M	Sell	27,558 -9,730	-26%	-$439K	0.02%	752
2023 Q1	$1.69M	Buy	37,288 +1,178	+3%	+$53.5K	0.03%	597
2022 Q4	$1.61M	Sell	36,110 -5,431	-13%	-$243K	0.03%	589
2022 Q3	$1.83M	Sell	41,541 -31,835	-43%	-$1.44M	0.03%	518
2022 Q2	$3.24M	Buy	73,376 +3,921	+6%	+$180K	0.06%	324
2022 Q1	$3.27M	Buy	+69,455	New	+$3.3M	0.05%	348

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

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

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

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

OCM

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Atria Wealth Solutions's FTSL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 54% in Q2 2025, selling an estimated $914K and leaving 17,265 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #732.

Atria Wealth Solutions first reported a position in FTSL in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.3M in Q2 2024. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

Atria Wealth Solutions held 17,265 shares of First Trust Senior Loan Fund ETF worth $792K as of Q2 2025.
Atria Wealth Solutions sold 20,022 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $914K.
First Trust Senior Loan Fund ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #732 holding.
Atria Wealth Solutions first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Senior Loan Fund ETF position peaked at $4.3M in Q2 2024.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.