Lugano Financial Advisors SA (LFA)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-3,270	Closed	-$149K	–	229
2025 Q4	$149K	Hold	3,270	–	–	0.08%	96
2025 Q3	$149K	Hold	3,270	–	–	0.08%	96
2025 Q2	$149K	Hold	3,270	–	–	0.09%	92
2025 Q1	$149K	Hold	3,270	–	–	0.1%	86
2024 Q4	$151K	Hold	3,270	–	–	0.1%	87
2024 Q3	$150K	Hold	3,270	–	–	0.1%	88
2024 Q2	$149K	Hold	3,270	–	–	0.11%	77
2024 Q1	$151K	Buy	+3,270	New	+$151K	0.11%	83

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

Lugano Financial Advisors SA (LFA)'s FTSL Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 3,270 shares — an estimated $149K sold.

Lugano Financial Advisors SA (LFA) first reported a position in FTSL in Q1 2024 and held it in 8 quarters. The position peaked at $151K in Q4 2024. 307 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

Lugano Financial Advisors SA (LFA) reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 3,270 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $149K.
Lugano Financial Advisors SA (LFA) first reported a position in First Trust Senior Loan Fund ETF in Q1 2024 and held it in 8 quarters.
Lugano Financial Advisors SA (LFA)'s First Trust Senior Loan Fund ETF position peaked at $151K in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.