Little Harbor Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Little Harbor Advisors’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	-113,261	Closed	-$5.2M	–	5
2025 Q4	$5.2M	Sell	113,261 -11,275	-9%	-$517K	2.68%	6
2025 Q3	$5.71M	Sell	124,536 -26,569	-18%	-$1.22M	2.85%	7
2025 Q2	$6.93M	Hold	151,105	–	–	4.11%	3
2025 Q1	$6.9M	Hold	151,105	–	–	4.25%	6
2024 Q4	$6.99M	Buy	151,105 +7,950	+6%	+$367K	4.13%	6
2024 Q3	$6.57M	Buy	143,155 +10,604	+8%	+$488K	4.08%	6
2024 Q2	$6.06M	Hold	132,551	–	–	3.91%	6
2024 Q1	$6.13M	Sell	132,551 -2,651	-2%	-$122K	4.1%	6
2023 Q4	$6.23M	Hold	135,202	–	–	4.48%	5
2023 Q3	$6.18M	Buy	+135,202	New	+$6.17M	5%	6

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Little Harbor Advisors's FTSL Position: Q1 2026 in Review

Little Harbor Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 113,261 shares — an estimated $5.2M sold.

Little Harbor Advisors first reported a position in FTSL in Q3 2023 and held it in 10 quarters. The position peaked at $6.99M in Q4 2024. 307 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Little Harbor Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
Little Harbor Advisors sold 113,261 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $5.2M.
Little Harbor Advisors first reported a position in First Trust Senior Loan Fund ETF in Q3 2023 and held it in 10 quarters.
Little Harbor Advisors's First Trust Senior Loan Fund ETF position peaked at $6.99M in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Little Harbor Advisors's 13F filing for Q1 2026, filed 15 May 2026.