Brighton Jones LLC’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Brighton Jones LLC’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	$375K	Buy	8,388 +1,839	+28%	+$82.8K	0.01%	939
2026 Q1	$293K	Buy	+6,549	New	+$297K	0.01%	943
2025 Q4	–	Sell	-9,602	Closed	-$440K	–	390
2025 Q3	$440K	Buy	9,602 +3,696	+63%	+$170K	0.01%	671
2025 Q2	$271K	Sell	5,906 -429	-7%	-$19.6K	0.01%	769
2025 Q1	$289K	Buy	6,335 +475	+8%	+$21.9K	0.01%	543
2024 Q4	$271K	Buy	5,860 +1,073	+22%	+$49.6K	0.01%	550
2024 Q3	$220K	Sell	4,787 -1,113	-19%	-$51.2K	0.01%	511
2024 Q2	$270K	Buy	5,900 +901	+18%	+$41.5K	0.01%	496
2024 Q1	$231K	Buy	4,999 +29	+0.6%	+$1.34K	0.01%	533
2023 Q4	$229K	Buy	4,970 +29	+0.6%	+$1.33K	0.01%	505
2023 Q3	$226K	Buy	4,941 +27	+0.5%	+$1.23K	0.01%	471
2023 Q2	$223K	Buy	4,914 +27	+0.6%	+$1.22K	0.01%	477
2023 Q1	$221K	Buy	+4,887	New	+$222K	0.01%	452

Other funds holding FTSL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Brighton Jones LLC's FTSL Position: Q2 2026 in Review

Brighton Jones LLC increased its First Trust Senior Loan Fund ETF (FTSL) stake by 28% in Q2 2026, buying an estimated $82.8K and bringing the position to 8,388 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #939.

Brighton Jones LLC first reported a position in FTSL in Q1 2023 and has held it in 13 quarters since. The position peaked at $440K in Q3 2025. 209 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Brighton Jones LLC held 8,388 shares of First Trust Senior Loan Fund ETF worth $375K as of Q2 2026.
Brighton Jones LLC bought 1,839 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $82.8K.
First Trust Senior Loan Fund ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #939 holding.
Brighton Jones LLC first reported a position in First Trust Senior Loan Fund ETF in Q1 2023 and has held it in 13 quarters since.
Brighton Jones LLC's First Trust Senior Loan Fund ETF position peaked at $440K in Q3 2025.
209 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.