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Financial Partners Group (Kansas)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Financial Partners Group (Kansas)’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 		$977K Hold
21,843
– – 0.1% 101
2026
Q1 		$979K Hold
21,843
– – 0.12% 90
2025
Q4 		$992K Buy
21,843
+4,310
+25% +$198K 0.11% 87
2025
Q3 		$804K Buy
17,533
+1
+0% +$46 0.1% 94
2025
Q2 		$805K Buy
17,532
+1
+0% +$46 0.11% 85
2025
Q1 		$800K Hold
17,531
– – 0.12% 83
2024
Q4 		$811K Buy
17,531
+1
+0% +$46 0.12% 77
2024
Q3 		$804K Buy
17,530
+1
+0% +$46 0.12% 82
2024
Q2 		$801K Sell
17,529
-776
-4% -$35.8K 0.13% 80
2024
Q1 		$846K Sell
18,305
-165
-0.9% -$7.61K 0.13% 74
2023
Q4 		$851K Sell
18,470
-140,780
-88% -$6.45M 0.15% 64
2023
Q3 		$7.29M Sell
159,250
-33,994
-18% -$1.55M 1.5% 19
2023
Q2 		$8.79M Sell
193,244
-21,203
-10% -$957K 1.78% 19
2023
Q1 		$9.7M Buy
214,447
+3,810
+2% +$173K 2.16% 16
2022
Q4 		$9.65M Buy
210,637
+72,364
+52% +$3.24M 2.12% 17
2022
Q3 		$6.09M Buy
138,273
+133,023
+2,534% +$6M 1.61% 17
2022
Q2 		$232K Sell
5,250
-9,473
-64% -$436K 0.06% 128
2022
Q1 		$693K Sell
14,723
-311
-2% -$14.8K 0.15% 80
2021
Q4 		$718K Buy
15,034
+5,362
+55% +$257K 0.16% 79
2021
Q3 		$463K Sell
9,672
-4,030
-29% -$193K 0.11% 93
2021
Q2 		$658K Sell
13,702
-89,278
-87% -$4.28M 0.17% 69
2021
Q1 		$4.93M Buy
+102,980
New +$4.94M 1.4% 19

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

Financial Partners Group (Kansas)'s FTSL Position: Q2 2026 in Review

Financial Partners Group (Kansas) held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q2 2026 at 21,843 shares worth $977K. The position accounts for 0.1% of the portfolio, ranked #101.

Financial Partners Group (Kansas) first reported a position in FTSL in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.7M in Q1 2023. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Financial Partners Group (Kansas) held 21,843 shares of First Trust Senior Loan Fund ETF worth $977K as of Q2 2026.
  • Financial Partners Group (Kansas) left its First Trust Senior Loan Fund ETF share count unchanged in Q2 2026.
  • First Trust Senior Loan Fund ETF made up 0.1% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #101 holding.
  • Financial Partners Group (Kansas) first reported a position in First Trust Senior Loan Fund ETF in Q1 2021 and has held it in 22 quarters since.
  • Financial Partners Group (Kansas)'s First Trust Senior Loan Fund ETF position peaked at $9.7M in Q1 2023.
  • 301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.