Family Legacy Inc’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Family Legacy Inc’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	–	Sell	-4,688	Closed	-$210K	–	125
2026 Q1	$210K	Sell	4,688 -199	-4%	-$9.02K	0.06%	122
2025 Q4	$224K	Hold	4,887	–	–	0.07%	120
2025 Q3	$224K	Sell	4,887 -21	-0.4%	-$966	0.07%	122
2025 Q2	$225K	Hold	4,908	–	–	0.07%	119
2025 Q1	$224K	Hold	4,908	–	–	0.08%	118
2024 Q4	$227K	Buy	4,908 +9	+0.2%	+$416	0.08%	117
2024 Q3	$225K	Sell	4,899 -21	-0.4%	-$966	0.07%	119
2024 Q2	$225K	Sell	4,920 -21	-0.4%	-$968	0.08%	117
2024 Q1	$228K	Sell	4,941 -632	-11%	-$29.1K	0.08%	116
2023 Q4	$257K	Sell	5,573 -231	-4%	-$10.6K	0.1%	110
2023 Q3	$265K	Hold	5,804	–	–	0.11%	106
2023 Q2	$263K	Buy	5,804 +23	+0.4%	+$1.04K	0.11%	108
2023 Q1	$262K	Hold	5,781	–	–	0.11%	107
2022 Q4	$262K	Hold	5,781	–	–	0.11%	106
2022 Q3	$255K	Buy	5,781 +912	+19%	+$41.1K	0.13%	103
2022 Q2	$215K	Buy	+4,869	New	+$224K	0.1%	108
2019 Q1	–	Sell	-2,600	Closed	-$118K	–	134
2018 Q4	$118K	Hold	2,600	–	–	0.11%	113
2018 Q3	$125K	Hold	2,600	–	–	0.1%	112
2018 Q2	$124K	Buy	+2,600	New	+$125K	0.11%	112

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

Family Legacy Inc's FTSL Position: Q2 2026 in Review

Family Legacy Inc sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 4,688 shares — an estimated $210K sold.

Family Legacy Inc first reported a position in FTSL in Q2 2018 and held it in 19 quarters. The position peaked at $265K in Q3 2023. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Family Legacy Inc reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
Family Legacy Inc sold 4,688 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $210K.
Family Legacy Inc first reported a position in First Trust Senior Loan Fund ETF in Q2 2018 and held it in 19 quarters.
Family Legacy Inc's First Trust Senior Loan Fund ETF position peaked at $265K in Q3 2023.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.