Focus Partners Wealth
FTSL icon

Focus Partners Wealth’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Focus Partners Wealth’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 		$29.9M Buy
669,136
+2,133
+0.3% +$96K 0.03% 428
2026
Q1 		$29.9M Buy
667,003
+16,821
+3% +$762K 0.03% 400
2025
Q4 		$29.8M Buy
+650,182
New +$29.8M 0.03% 398

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

Focus Partners Wealth's FTSL Position: Q2 2026 in Review

Focus Partners Wealth increased its First Trust Senior Loan Fund ETF (FTSL) stake by 0.32% in Q2 2026, buying an estimated $96K and bringing the position to 669,136 shares worth $29.9M. The position accounts for 0.03% of the portfolio, ranked #428.

Focus Partners Wealth first reported a position in FTSL in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Focus Partners Wealth held 669,136 shares of First Trust Senior Loan Fund ETF worth $29.9M as of Q2 2026.
  • Focus Partners Wealth bought 2,133 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $96K.
  • First Trust Senior Loan Fund ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #428 holding.
  • Focus Partners Wealth first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.