Caitlin John’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Caitlin John’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 Q1	$3.09K	Hold	69	–	–	﹤0.01%	673
2025 Q4	$3.17K	Hold	69	–	–	﹤0.01%	684
2025 Q3	$3.16K	Buy	+69	New	+$3.17K	﹤0.01%	642
2025 Q1	–	Sell	-265	Closed	-$12.2K	–	363
2024 Q4	$12.2K	Sell	265 -1	-0.4%	-$46	0.01%	448
2024 Q3	$12.4K	Sell	266 -2	-0.7%	-$92	0.01%	458
2024 Q2	$12.3K	Buy	268 +29	+12%	+$1.34K	0.01%	429
2024 Q1	$11K	Sell	239 -25	-9%	-$1.15K	0.01%	444
2023 Q4	$12.2K	Buy	+264	New	+$12.1K	0.01%	408

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caitlin John's FTSL Position: Q1 2026 in Review

Caitlin John held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q1 2026 at 69 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Caitlin John first reported a position in FTSL in Q4 2023 and has held it in 8 quarters since. The position peaked at $12.4K in Q3 2024. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Caitlin John held 69 shares of First Trust Senior Loan Fund ETF worth $3.09K as of Q1 2026.
Caitlin John left its First Trust Senior Loan Fund ETF share count unchanged in Q1 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #673 holding.
Caitlin John first reported a position in First Trust Senior Loan Fund ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's First Trust Senior Loan Fund ETF position peaked at $12.4K in Q3 2024.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.