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Legacy Investment Solutions’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.65M Buy
+35,870
New +$1.64M 0.86% 25
2024
Q4 		$2.34M Sell
50,677
-9,410
-16% -$435K 1.5% 21
2024
Q3 		$2.79M Buy
+60,087
New +$2.76M 1.62% 16

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Legacy Investment Solutions's FTSL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2025: 35,870 shares worth $1.65M. The stake represents 0.86% of the portfolio and ranks #25 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FTSL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FTSL in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.79M in Q3 2024. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

  • Legacy Investment Solutions held 35,870 shares of First Trust Senior Loan Fund ETF worth $1.65M as of Q2 2025.
  • First Trust Senior Loan Fund ETF was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust Senior Loan Fund ETF made up 0.86% of Legacy Investment Solutions's portfolio in Q2 2025, its #25 holding.
  • Legacy Investment Solutions first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's First Trust Senior Loan Fund ETF position peaked at $2.79M in Q3 2024.
  • 331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.