JSL
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
OCM
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
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