Larson Financial Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Larson Financial Group’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	$26.9K	Hold	600	–	–	﹤0.01%	1682
2025 Q4	$27.5K	Hold	600	–	–	﹤0.01%	1535
2025 Q3	$27.5K	Hold	600	–	–	﹤0.01%	1465
2025 Q2	$27.5K	Hold	600	–	–	﹤0.01%	1337
2025 Q1	$27.4K	Hold	600	–	–	﹤0.01%	1247
2024 Q4	$27.7K	Hold	600	–	–	﹤0.01%	1095
2024 Q3	$27.5K	Hold	600	–	–	﹤0.01%	1094
2024 Q2	$27.4K	Buy	+600	New	+$27.7K	﹤0.01%	970
2022 Q4	–	Sell	-7,190	Closed	-$478K	–	1514
2022 Q3	$478K	Buy	7,190 +6,994	+3,568%	+$315K	0.07%	171
2022 Q2	$9K	Hold	196	–	–	﹤0.01%	746
2022 Q1	$9K	Sell	196 -600	-75%	-$28.5K	﹤0.01%	676
2021 Q4	$38K	Hold	796	–	–	0.01%	426
2021 Q3	$38K	Buy	+796	New	+$38.1K	0.01%	345

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Larson Financial Group's FTSL Position: Q1 2026 in Review

Larson Financial Group held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q1 2026 at 600 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Larson Financial Group first reported a position in FTSL in Q3 2021 and has held it in 13 quarters since. The position peaked at $478K in Q3 2022. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Larson Financial Group held 600 shares of First Trust Senior Loan Fund ETF worth $26.9K as of Q1 2026.
Larson Financial Group left its First Trust Senior Loan Fund ETF share count unchanged in Q1 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1682 holding.
Larson Financial Group first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and has held it in 13 quarters since.
Larson Financial Group's First Trust Senior Loan Fund ETF position peaked at $478K in Q3 2022.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.