Founders Financial Alliance’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Founders Financial Alliance’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	$5.59K	Hold	125	–	–	﹤0.01%	719
2026 Q1	$5.6K	Hold	125	–	–	﹤0.01%	673
2025 Q4	$5.74K	Hold	125	–	–	﹤0.01%	543
2025 Q3	$5.73K	Buy	125 +20	+19%	+$920	﹤0.01%	643
2025 Q2	$4.82K	Buy	105 +13	+14%	+$594	﹤0.01%	495
2025 Q1	$4.2K	Buy	92 +35	+61%	+$1.61K	﹤0.01%	567
2024 Q4	$2.64K	Hold	57	–	–	﹤0.01%	543
2024 Q3	$2.62K	Buy	+57	New	+$2.62K	﹤0.01%	555
2020 Q4	–	Sell	-133	Closed	-$6K	–	744
2020 Q3	$6K	Buy	+133	New	+$6.13K	﹤0.01%	916

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

Founders Financial Alliance's FTSL Position: Q2 2026 in Review

Founders Financial Alliance held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q2 2026 at 125 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Founders Financial Alliance first reported a position in FTSL in Q3 2020 and has held it in 9 quarters since. The position peaked at $6K in Q3 2020. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Founders Financial Alliance held 125 shares of First Trust Senior Loan Fund ETF worth $5.59K as of Q2 2026.
Founders Financial Alliance left its First Trust Senior Loan Fund ETF share count unchanged in Q2 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #719 holding.
Founders Financial Alliance first reported a position in First Trust Senior Loan Fund ETF in Q3 2020 and has held it in 9 quarters since.
Founders Financial Alliance's First Trust Senior Loan Fund ETF position peaked at $6K in Q3 2020.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.