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 Q3	$26.7K	Hold	600	–	–	﹤0.01%	1929
2026 Q2	$26.8K	Hold	600	–	–	﹤0.01%	1839
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Larson Financial Group's FTSL Position: Q3 2026 in Review

Larson Financial Group held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q3 2026 at 600 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Larson Financial Group first reported a position in FTSL in Q3 2021 and has held it in 15 quarters since. The position peaked at $478K in Q3 2022. 215 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

Larson Financial Group held 600 shares of First Trust Senior Loan Fund ETF worth $26.7K as of Q3 2026.
Larson Financial Group left its First Trust Senior Loan Fund ETF share count unchanged in Q3 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1929 holding.
Larson Financial Group first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and has held it in 15 quarters since.
Larson Financial Group's First Trust Senior Loan Fund ETF position peaked at $478K in Q3 2022.
215 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.