Benjamin Edwards Inc’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Benjamin Edwards Inc’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	$320K	Buy	7,143 +454	+7%	+$20.4K	﹤0.01%	1209
2026 Q1	$300K	Buy	+6,689	New	+$303K	﹤0.01%	1159
2025 Q1	–	Sell	-4,392	Closed	-$203K	–	1114
2024 Q4	$203K	Sell	4,392 -11,241	-72%	-$520K	﹤0.01%	1074
2024 Q3	$718K	Buy	+15,633	New	+$719K	0.01%	688
2022 Q2	–	Sell	-18	Closed	-$1K	–	726
2022 Q1	$1K	Sell	18 -968	-98%	-$46K	﹤0.01%	681
2021 Q4	$47K	Sell	986 -163	-14%	-$7.8K	0.02%	421
2021 Q3	$55K	Hold	1,149	–	–	0.03%	289
2021 Q2	$55K	Buy	1,149 +864	+303%	+$41.5K	0.04%	264
2021 Q1	$14K	Sell	285 -605	-68%	-$29K	0.01%	323
2020 Q4	$42K	Buy	890 +713	+403%	+$33.3K	0.03%	257
2020 Q3	$8K	Sell	177 -99	-36%	-$4.57K	0.01%	316
2020 Q2	$12K	Sell	276 -351	-56%	-$15.7K	0.01%	285
2020 Q1	$26K	Buy	+627	New	+$28.8K	0.03%	219

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

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

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

Benjamin Edwards Inc's FTSL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Senior Loan Fund ETF (FTSL) stake by 6.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 7,143 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Benjamin Edwards Inc first reported a position in FTSL in Q1 2020 and has held it in 13 quarters since. The position peaked at $718K in Q3 2024. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Benjamin Edwards Inc held 7,143 shares of First Trust Senior Loan Fund ETF worth $320K as of Q2 2026.
Benjamin Edwards Inc bought 454 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $20.4K.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1209 holding.
Benjamin Edwards Inc first reported a position in First Trust Senior Loan Fund ETF in Q1 2020 and has held it in 13 quarters since.
Benjamin Edwards Inc's First Trust Senior Loan Fund ETF position peaked at $718K in Q3 2024.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.