Cyndeo Wealth Partners
FTSL icon

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
Q3 		$22.3M Buy
499,972
+30,646
+7% +$1.37M 1.01% 17
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

Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fairvoy Private Wealth
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cyndeo Wealth Partners's FTSL Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its First Trust Senior Loan Fund ETF (FTSL) stake by 6.5% in Q3 2026, buying an estimated $1.37M and bringing the position to 499,972 shares worth $22.3M. The position accounts for 1.01% of the portfolio, ranked #17.

Cyndeo Wealth Partners first reported a position in FTSL in Q4 2022 and has held it in 16 quarters since. 133 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Cyndeo Wealth Partners held 499,972 shares of First Trust Senior Loan Fund ETF worth $22.3M as of Q3 2026.
  • Cyndeo Wealth Partners bought 30,646 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $1.37M.
  • First Trust Senior Loan Fund ETF made up 1.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Cyndeo Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and has held it in 16 quarters since.
  • 133 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.