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Keating Financial Advisory Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Keating Financial Advisory Services’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
-45
Closed -$2.06K – 2603
2025
Q4 		$2.06K Buy
+45
New +$2.06K ﹤0.01% 1571

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Bank of America
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OCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Keating Financial Advisory Services's FTSL Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 45 shares — an estimated $2.06K sold.

Keating Financial Advisory Services first reported a position in FTSL in Q4 2025 and held it in 1 quarter. The position peaked at $2.06K in Q4 2025. 309 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

  • Keating Financial Advisory Services reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 45 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $2.06K.
  • Keating Financial Advisory Services first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and held it in 1 quarter.
  • Keating Financial Advisory Services's First Trust Senior Loan Fund ETF position peaked at $2.06K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.