Global Retirement Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Global Retirement Partners’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	$474K	Buy	+10,586	New	+$476K	0.01%	1061
2025 Q4	$585K	Buy	12,760 +9,737	+322%	+$446K	0.01%	882
2025 Q3	$139K	Sell	3,023 -265	-8%	-$12.2K	﹤0.01%	1360
2025 Q2	$151K	Buy	+3,288	New	+$150K	﹤0.01%	1225
2024 Q4	$137K	Buy	2,954 +635	+27%	+$29.3K	﹤0.01%	1120
2024 Q3	$106K	Sell	2,319 -1,023	-31%	-$47K	﹤0.01%	1210
2024 Q2	$153K	Sell	3,342 -378	-10%	-$17.4K	﹤0.01%	1002
2024 Q1	$172K	Sell	3,720 -1,221	-25%	-$56.3K	0.01%	848
2023 Q4	$228K	Buy	4,941 +54	+1%	+$2.47K	0.01%	707
2023 Q3	$223K	Buy	4,887 +18	+0.4%	+$821	0.01%	635
2023 Q2	$221K	Sell	4,869 -270	-5%	-$12.2K	0.01%	658
2023 Q1	$232K	Buy	5,139 +3,476	+209%	+$158K	0.01%	615
2022 Q4	$74.2K	Buy	1,663 +1,541	+1,263%	+$69K	0.01%	929
2022 Q3	$5K	Hold	122	–	–	﹤0.01%	1925
2022 Q2	$5K	Sell	122 -465	-79%	-$21.4K	﹤0.01%	1881
2022 Q1	$26K	Buy	+587	New	+$27.9K	﹤0.01%	1248

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

Global Retirement Partners's FTSL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 10,586 shares worth $474K. The stake represents 0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FTSL as recently as Q4 2025.

Global Retirement Partners first reported a position in FTSL in Q1 2022 and has held it in 16 quarters since. The position peaked at $585K in Q4 2025. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Global Retirement Partners held 10,586 shares of First Trust Senior Loan Fund ETF worth $474K as of Q2 2026.
First Trust Senior Loan Fund ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Senior Loan Fund ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1061 holding.
Global Retirement Partners first reported a position in First Trust Senior Loan Fund ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's First Trust Senior Loan Fund ETF position peaked at $585K in Q4 2025.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.