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Aurora Private Wealth’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Aurora Private Wealth’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
Q3 		$3.8M Buy
85,223
+1,121
+1% +$50.3K 2.39% 7
2026
Q2 		$3.76M Sell
84,102
-1,169
-1% -$52.6K 2.39% 6
2026
Q1 		$3.91M Hold
85,271
– – 2.78% 6
2025
Q4 		$3.91M Buy
+85,271
New +$3.91M 2.57% 6
2025
Q2 		$3.75M Sell
81,789
-2,856
-3% -$130K 2.78% 6
2025
Q1 		$3.86M Buy
84,645
+4,845
+6% +$223K 3.09% 5
2024
Q4 		$3.69M Buy
79,800
+11,929
+18% +$551K 2.76% 4
2024
Q3 		$3.12M Sell
67,871
-6,765
-9% -$311K 2.44% 6
2024
Q2 		$3.41M Buy
74,636
+2,470
+3% +$114K 2.99% 5
2024
Q1 		$3.33M Buy
72,166
+8,115
+13% +$374K 2.88% 5
2023
Q4 		$2.95M Buy
64,051
+10,867
+20% +$498K 2.78% 6
2023
Q3 		$2.43M Buy
53,184
+7,442
+16% +$340K 2.69% 6
2023
Q2 		$2.07M Sell
45,742
-4,032
-8% -$182K 2.36% 8
2023
Q1 		$2.25M Buy
49,774
+393
+0.8% +$17.8K 2.4% 6
2022
Q4 		$2.2M Buy
49,381
+4,620
+10% +$207K 2.52% 6
2022
Q3 		$1.97M Buy
44,761
+4,998
+13% +$225K 0.91% 18
2022
Q2 		$1.75M Buy
39,763
+11,924
+43% +$549K 0.79% 21
2022
Q1 		$1.31M Buy
+27,839
New +$1.32M 0.54% 33

Other funds holding FTSL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fairvoy Private Wealth
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Aurora Private Wealth's FTSL Position: Q3 2026 in Review

Aurora Private Wealth increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.3% in Q3 2026, buying an estimated $50.3K and bringing the position to 85,223 shares worth $3.8M. The position accounts for 2.39% of the portfolio, ranked #7.

Aurora Private Wealth first reported a position in FTSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.91M in Q1 2026. 180 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Aurora Private Wealth held 85,223 shares of First Trust Senior Loan Fund ETF worth $3.8M as of Q3 2026.
  • Aurora Private Wealth bought 1,121 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $50.3K.
  • First Trust Senior Loan Fund ETF made up 2.39% of Aurora Private Wealth's portfolio in Q3 2026, its #7 holding.
  • Aurora Private Wealth first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and has held it in 18 quarters since.
  • Aurora Private Wealth's First Trust Senior Loan Fund ETF position peaked at $3.91M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.