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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return