Cyndeo Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Cyndeo Wealth Partners’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	$21M	Buy	469,326 +21,512	+5%	+$968K	0.99%	19
2026 Q1	$20.1M	Buy	447,814 +43,908	+11%	+$1.99M	1.06%	20
2025 Q4	$18.5M	Buy	403,906 +12,423	+3%	+$570K	1%	23
2025 Q3	$17.9M	Sell	391,483 -639	-0.2%	-$29.4K	1%	26
2025 Q2	$18M	Buy	392,122 +3,975	+1%	+$182K	1.07%	18
2025 Q1	$17.7M	Buy	388,147 +20,106	+5%	+$927K	1.16%	16
2024 Q4	$17M	Buy	368,041 +3,647	+1%	+$169K	1.15%	14
2024 Q3	$16.7M	Buy	364,394 +15,007	+4%	+$690K	1.17%	15
2024 Q2	$16M	Buy	349,387 +9,307	+3%	+$429K	1.25%	16
2024 Q1	$15.7M	Buy	340,080 +8,653	+3%	+$399K	1.31%	11
2023 Q4	$15.3M	Sell	331,427 -4,032	-1%	-$185K	1.41%	13
2023 Q3	$15.3M	Buy	335,459 +6,232	+2%	+$284K	1.6%	8
2023 Q2	$14.9M	Buy	329,227 +12,901	+4%	+$582K	1.56%	10
2023 Q1	$14.3M	Buy	316,326 +151,924	+92%	+$6.9M	1.54%	10
2022 Q4	$7.33M	Buy	+164,402	New	+$7.37M	0.86%	26

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

Cyndeo Wealth Partners's FTSL Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust Senior Loan Fund ETF (FTSL) stake by 4.8% in Q2 2026, buying an estimated $968K and bringing the position to 469,326 shares worth $21M. The position accounts for 0.99% of the portfolio, ranked #19.

Cyndeo Wealth Partners first reported a position in FTSL in Q4 2022 and has held it in 15 quarters since. 302 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Cyndeo Wealth Partners held 469,326 shares of First Trust Senior Loan Fund ETF worth $21M as of Q2 2026.
Cyndeo Wealth Partners bought 21,512 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $968K.
First Trust Senior Loan Fund ETF made up 0.99% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #19 holding.
Cyndeo Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and has held it in 15 quarters since.
302 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.