Clear Point Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Clear Point Advisors’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	–	Sell	-28,608	Closed	-$1.31M	–	93
2025 Q4	$1.31M	Sell	28,608 -7,504	-21%	-$344K	1.02%	22
2025 Q3	$1.66M	Buy	36,112 +138	+0.4%	+$6.35K	1.29%	17
2025 Q2	$1.65M	Buy	35,974 +31	+0.1%	+$1.42K	1.39%	17
2025 Q1	$1.64M	Sell	35,943 -70	-0.2%	-$3.23K	1.48%	16
2024 Q4	$1.67M	Buy	36,013 +36	+0.1%	+$1.66K	1.42%	16
2024 Q3	$1.65M	Sell	35,977 -888	-2%	-$40.8K	1.28%	16
2024 Q2	$1.69M	Buy	36,865 +1,145	+3%	+$52.8K	1.38%	16
2024 Q1	$1.65M	Buy	35,720 +485	+1%	+$22.4K	1.36%	15
2023 Q4	$1.62M	Buy	+35,235	New	+$1.61M	1.43%	13

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

Clear Point Advisors's FTSL Position: Q1 2026 in Review

Clear Point Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 28,608 shares — an estimated $1.31M sold.

Clear Point Advisors first reported a position in FTSL in Q4 2023 and held it in 9 quarters. The position peaked at $1.69M in Q2 2024. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Clear Point Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 28,608 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $1.31M.
Clear Point Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's First Trust Senior Loan Fund ETF position peaked at $1.69M in Q2 2024.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.