JT Stratford LLC’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

JT Stratford LLC’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	–	Sell	-12,918	Closed	-$593K	–	307
2025 Q4	$593K	Hold	12,918	–	–	0.08%	203
2025 Q3	$592K	Sell	12,918 -571	-4%	-$26.3K	0.08%	200
2025 Q2	$619K	Sell	13,489 -2,166	-14%	-$98.9K	0.09%	180
2025 Q1	$715K	Buy	15,655 +5,078	+48%	+$234K	0.13%	161
2024 Q4	$489K	Buy	10,577 +1,767	+20%	+$81.7K	0.08%	199
2024 Q3	$404K	Buy	8,810 +322	+4%	+$14.8K	0.07%	216
2024 Q2	$388K	Buy	8,488 +1,834	+28%	+$84.6K	0.07%	209
2024 Q1	$307K	Buy	+6,654	New	+$307K	0.06%	222

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 22.9% 1-Year Est. Return

JT Stratford LLC's FTSL Position: Q1 2026 in Review

JT Stratford LLC sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 12,918 shares — an estimated $593K sold.

JT Stratford LLC first reported a position in FTSL in Q1 2024 and held it in 8 quarters. The position peaked at $715K in Q1 2025. 309 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

JT Stratford LLC reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
JT Stratford LLC sold 12,918 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $593K.
JT Stratford LLC first reported a position in First Trust Senior Loan Fund ETF in Q1 2024 and held it in 8 quarters.
JT Stratford LLC's First Trust Senior Loan Fund ETF position peaked at $715K in Q1 2025.
309 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.