Farther Finance Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Farther Finance 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 Q2	$975K	Sell	21,779 -1,618	-7%	-$72.8K	0.01%	1120
2026 Q1	$1.05M	Buy	23,397 +1,244	+6%	+$56.4K	0.01%	935
2025 Q4	$1.02M	Buy	22,153 +21,439	+3,003%	+$983K	0.01%	881
2025 Q3	$32.7K	Buy	714 +48	+7%	+$2.21K	﹤0.01%	2717
2025 Q2	$30.6K	Sell	666 -380	-36%	-$17.4K	﹤0.01%	2407
2025 Q1	$47.7K	Sell	1,046 -8,136	-89%	-$375K	﹤0.01%	1923
2024 Q4	$425K	Buy	9,182 +9,023	+5,675%	+$417K	0.02%	650
2024 Q3	$7.3K	Sell	159 -11,863	-99%	-$545K	﹤0.01%	2494
2024 Q2	$551K	Buy	12,022 +11,952	+17,074%	+$551K	0.03%	450
2024 Q1	$3.23K	Hold	70	–	–	﹤0.01%	2277
2023 Q4	$3.23K	Hold	70	–	–	﹤0.01%	2196
2023 Q3	$3.2K	Hold	70	–	–	﹤0.01%	1670
2023 Q2	$3.17K	Hold	70	–	–	﹤0.01%	1596
2023 Q1	$3.17K	Hold	70	–	–	﹤0.01%	1474
2022 Q4	$3.12K	Buy	+70	New	+$3.14K	﹤0.01%	1303

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

Farther Finance Advisors's FTSL Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 6.9% in Q2 2026, selling an estimated $72.8K and leaving 21,779 shares worth $975K. The position accounts for 0.01% of the portfolio, ranked #1120.

Farther Finance Advisors first reported a position in FTSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Farther Finance Advisors held 21,779 shares of First Trust Senior Loan Fund ETF worth $975K as of Q2 2026.
Farther Finance Advisors sold 1,618 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $72.8K.
First Trust Senior Loan Fund ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1120 holding.
Farther Finance Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's First Trust Senior Loan Fund ETF position peaked at $1.05M in Q1 2026.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.