Baird Financial Group
FTSL icon

Baird Financial Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Baird Financial Group’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 		$599K Buy
13,387
+1,743
+15% +$78.4K ﹤0.01% 1485
2026
Q1 		$522K Sell
11,644
-3,982
-25% -$180K ﹤0.01% 1464
2025
Q4 		$717K Sell
15,626
-4,045
-21% -$185K ﹤0.01% 1359
2025
Q3 		$902K Sell
19,671
-6,450
-25% -$297K ﹤0.01% 1286
2025
Q2 		$1.2M Sell
26,121
-74,689
-74% -$3.41M ﹤0.01% 1164
2025
Q1 		$4.6M Buy
100,810
+16,559
+20% +$764K 0.01% 711
2024
Q4 		$3.9M Sell
84,251
-19,145
-19% -$885K 0.01% 757
2024
Q3 		$4.74M Sell
103,396
-8,022
-7% -$369K 0.01% 685
2024
Q2 		$5.09M Buy
111,418
+21,704
+24% +$1M 0.01% 660
2024
Q1 		$4.15M Sell
89,714
-29,056
-24% -$1.34M 0.01% 720
2023
Q4 		$5.47M Sell
118,770
-1,091
-0.9% -$50K 0.01% 640
2023
Q3 		$5.48M Buy
119,861
+271
+0.2% +$12.4K 0.02% 603
2023
Q2 		$5.42M Sell
119,590
-3,689
-3% -$167K 0.01% 591
2023
Q1 		$5.58M Sell
123,279
-3,239
-3% -$147K 0.01% 559
2022
Q4 		$5.64M Sell
126,518
-20,989
-14% -$940K 0.01% 549
2022
Q3 		$6.5M Sell
147,507
-116,258
-44% -$5.24M 0.02% 509
2022
Q2 		$11.6M Sell
263,765
-5,676
-2% -$261K 0.03% 407
2022
Q1 		$12.7M Sell
269,441
-57,031
-17% -$2.71M 0.03% 397
2021
Q4 		$15.6M Buy
326,472
+52,003
+19% +$2.49M 0.04% 367
2021
Q3 		$13.1M Buy
274,469
+47,414
+21% +$2.27M 0.03% 374
2021
Q2 		$10.9M Buy
227,055
+123,033
+118% +$5.9M 0.03% 404
2021
Q1 		$4.98M Sell
104,022
-2,022
-2% -$97.1K 0.01% 582
2020
Q4 		$5.05M Buy
106,044
+51,962
+96% +$2.43M 0.02% 541
2020
Q3 		$2.49M Sell
54,082
-2,746
-5% -$127K 0.01% 683
2020
Q2 		$2.56M Buy
56,828
+2,788
+5% +$125K 0.01% 662
2020
Q1 		$2.26M Buy
54,040
+2,942
+6% +$135K 0.01% 651
2019
Q4 		$2.45M Buy
51,098
+2,463
+5% +$117K 0.01% 713
2019
Q3 		$2.31M Buy
48,635
+18,314
+60% +$867K 0.01% 734
2019
Q2 		$1.43M Buy
+30,321
New +$1.44M 0.01% 876
2018
Q1 		– Sell
-10,758
Closed -$517K – 1266
2017
Q4 		$517K Buy
10,758
+316
+3% +$15.2K ﹤0.01% 1000
2017
Q3 		$503K Sell
10,442
-20,546
-66% -$995K ﹤0.01% 987
2017
Q2 		$1.5M Sell
30,988
-25,733
-45% -$1.25M 0.01% 680
2017
Q1 		$2.75M Buy
56,721
+11,720
+26% +$569K 0.02% 523
2016
Q4 		$2.19M Buy
45,001
+5,869
+15% +$284K 0.02% 556
2016
Q3 		$1.9M Buy
39,132
+22,767
+139% +$1.1M 0.02% 570
2016
Q2 		$781K Buy
+16,365
New +$785K 0.01% 812

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

Baird Financial Group's FTSL Position: Q2 2026 in Review

Baird Financial Group increased its First Trust Senior Loan Fund ETF (FTSL) stake by 15% in Q2 2026, buying an estimated $78.4K and bringing the position to 13,387 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Baird Financial Group first reported a position in FTSL in Q2 2016 and has held it in 36 quarters since. The position peaked at $15.6M in Q4 2021. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Baird Financial Group held 13,387 shares of First Trust Senior Loan Fund ETF worth $599K as of Q2 2026.
  • Baird Financial Group bought 1,743 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $78.4K.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1485 holding.
  • Baird Financial Group first reported a position in First Trust Senior Loan Fund ETF in Q2 2016 and has held it in 36 quarters since.
  • Baird Financial Group's First Trust Senior Loan Fund ETF position peaked at $15.6M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.