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Jaffetilchin Investment Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Jaffetilchin Investment 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
Q1 		$662K Buy
14,787
+2,409
+19% +$109K 0.04% 232
2025
Q4 		$568K Sell
12,378
-245
-2% -$11.2K 0.03% 253
2025
Q3 		$579K Sell
12,623
-677
-5% -$31.1K 0.03% 258
2025
Q2 		$610K Buy
13,300
+71
+0.5% +$3.24K 0.04% 228
2025
Q1 		$604K Sell
13,229
-554
-4% -$25.6K 0.04% 228
2024
Q4 		$637K Sell
13,783
-2,020
-13% -$93.4K 0.05% 203
2024
Q3 		$725K Buy
15,803
+195
+1% +$8.97K 0.05% 185
2024
Q2 		$713K Sell
15,608
-364
-2% -$16.8K 0.06% 172
2024
Q1 		$738K Buy
15,972
+64
+0.4% +$2.95K 0.07% 168
2023
Q4 		$733K Sell
15,908
-1,785
-10% -$81.7K 0.07% 174
2023
Q3 		$809K Sell
17,693
-815
-4% -$37.2K 0.09% 138
2023
Q2 		$838K Sell
18,508
-42,600
-70% -$1.92M 0.09% 139
2023
Q1 		$2.76M Sell
61,108
-151,734
-71% -$6.89M 0.31% 63
2022
Q4 		$9.49M Sell
212,842
-318,878
-60% -$14.3M 1.16% 22
2022
Q3 		$23.4M Buy
531,720
+54,551
+11% +$2.46M 3.01% 9
2022
Q2 		$21M Sell
477,169
-79,031
-14% -$3.64M 2.49% 10
2022
Q1 		$25.2M Buy
556,200
+302,114
+119% +$14.3M 2.97% 9
2021
Q4 		$12.2M Buy
254,086
+3,821
+2% +$183K 1.15% 19
2021
Q3 		$12M Buy
250,265
+24,949
+11% +$1.2M 1.27% 19
2021
Q2 		$10.8M Buy
225,316
+37,031
+20% +$1.78M 0.75% 26
2021
Q1 		$9.02M Buy
188,285
+180,319
+2,264% +$8.66M 1.06% 24
2020
Q4 		$379K Sell
7,966
-89
-1% -$4.16K 0.05% 199
2020
Q3 		$371K Sell
8,055
-7,067
-47% -$326K 0.07% 166
2020
Q2 		$682K Sell
15,122
-1,245
-8% -$55.6K 0.15% 89
2020
Q1 		$684K Sell
16,367
-34,673
-68% -$1.59M 0.24% 63
2019
Q4 		$2.45M Buy
51,040
+16,453
+48% +$781K 0.53% 36
2019
Q3 		$1.64M Buy
34,587
+9,563
+38% +$453K 0.39% 49
2019
Q2 		$1.18M Sell
25,024
-551
-2% -$26.2K 0.27% 57
2019
Q1 		$1.21M Sell
25,575
-136,498
-84% -$6.44M 0.27% 55
2018
Q4 		$7.38M Sell
162,073
-51,755
-24% -$2.45M 1.84% 10
2018
Q3 		$10.3M Sell
213,828
-201
-0.1% -$9.65K 2.17% 7
2018
Q2 		$10.2M Buy
214,029
+2,315
+1% +$111K 2.27% 7
2018
Q1 		$10.2M Buy
211,714
+123,463
+140% +$5.95M 2.28% 8
2017
Q4 		$4.24M Sell
88,251
-120,072
-58% -$5.79M 1.41% 16
2017
Q3 		$10M Buy
208,323
+35,766
+21% +$1.73M 2.37% 7
2017
Q2 		$8.35M Sell
172,557
-43,390
-20% -$2.1M 2.82% 8
2017
Q1 		$10.4M Buy
215,947
+34,480
+19% +$1.67M 2.66% 7
2016
Q4 		$8.81M Buy
181,467
+5,274
+3% +$255K 2.63% 7
2016
Q3 		$8.54M Buy
176,193
+40,686
+30% +$1.97M 2.71% 8
2016
Q2 		$6.47M Buy
135,507
+72
+0.1% +$3.45K 1.96% 10
2016
Q1 		$6.44M Buy
135,435
+1,742
+1% +$81.7K 2.03% 12
2015
Q4 		$6.27M Sell
133,693
-30,817
-19% -$1.47M 2.03% 11
2015
Q3 		$7.94M Buy
164,510
+68,395
+71% +$3.35M 2.96% 7
2015
Q2 		$4.7M Buy
96,115
+1,731
+2% +$85.4K 1.41% 14
2015
Q1 		$4.65M Buy
+94,384
New +$4.62M 1.41% 13

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jaffetilchin Investment Partners's FTSL Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its First Trust Senior Loan Fund ETF (FTSL) stake by 19% in Q1 2026, buying an estimated $109K and bringing the position to 14,787 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #232.

Jaffetilchin Investment Partners first reported a position in FTSL in Q1 2015 and has held it in 45 quarters since. The position peaked at $25.2M in Q1 2022. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

  • Jaffetilchin Investment Partners held 14,787 shares of First Trust Senior Loan Fund ETF worth $662K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 2,409 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $109K.
  • First Trust Senior Loan Fund ETF made up 0.04% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #232 holding.
  • Jaffetilchin Investment Partners first reported a position in First Trust Senior Loan Fund ETF in Q1 2015 and has held it in 45 quarters since.
  • Jaffetilchin Investment Partners's First Trust Senior Loan Fund ETF position peaked at $25.2M in Q1 2022.
  • 304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.