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Dynamic Advisor Solutions’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Dynamic Advisor Solutions’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 		$1.95M Buy
43,637
+11,427
+35% +$514K 0.06% 340
2026
Q1 		$1.44M Buy
32,210
+5,855
+22% +$265K 0.05% 384
2025
Q4 		$1.21M Sell
26,355
-11,141
-30% -$511K 0.04% 413
2025
Q3 		$1.72M Buy
37,496
+5,302
+16% +$244K 0.05% 351
2025
Q2 		$1.48M Sell
32,194
-5,306
-14% -$242K 0.05% 356
2025
Q1 		$1.71M Buy
37,500
+23
+0.1% +$1.06K 0.06% 305
2024
Q4 		$1.73M Buy
37,477
+5,969
+19% +$276K 0.08% 230
2024
Q3 		$1.45M Buy
31,508
+2,492
+9% +$115K 0.04% 363
2024
Q2 		$1.33M Sell
29,016
-1,373
-5% -$63.3K 0.04% 384
2024
Q1 		$1.4M Sell
30,389
-2,818
-8% -$130K 0.05% 365
2023
Q4 		$1.53M Buy
33,207
+5,494
+20% +$252K 0.06% 328
2023
Q3 		$1.27M Sell
27,713
-1,262
-4% -$57.6K 0.06% 299
2023
Q2 		$1.31M Sell
28,975
-1,181
-4% -$53.3K 0.07% 285
2023
Q1 		$1.36M Buy
30,156
+6,955
+30% +$316K 0.08% 268
2022
Q4 		$1.03M Buy
23,201
+1,952
+9% +$87.5K 0.07% 277
2022
Q3 		$936K Sell
21,249
-9,423
-31% -$425K 0.07% 263
2022
Q2 		$1.35M Buy
30,672
+11,470
+60% +$528K 0.1% 213
2022
Q1 		$903K Buy
19,202
+8,924
+87% +$424K 0.06% 293
2021
Q4 		$493K Buy
10,278
+4,730
+85% +$226K 0.04% 425
2021
Q3 		$265K Buy
+5,548
New +$266K 0.02% 606

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynamic Advisor Solutions's FTSL Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust Senior Loan Fund ETF (FTSL) stake by 35% in Q2 2026, buying an estimated $514K and bringing the position to 43,637 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #340.

Dynamic Advisor Solutions first reported a position in FTSL in Q3 2021 and has held it in 20 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Dynamic Advisor Solutions held 43,637 shares of First Trust Senior Loan Fund ETF worth $1.95M as of Q2 2026.
  • Dynamic Advisor Solutions bought 11,427 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $514K.
  • First Trust Senior Loan Fund ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #340 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and has held it in 20 quarters since.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.