Mayflower Financial Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Mayflower Financial 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 Q2	$242K	Sell	5,402 -5,974	-53%	-$269K	0.02%	424
2026 Q1	$510K	Sell	11,376 -6,026	-35%	-$273K	0.06%	259
2025 Q4	$798K	Sell	17,402 -1,778	-9%	-$81.5K	0.1%	184
2025 Q3	$879K	Buy	+19,180	New	+$882K	0.11%	174

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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 22.9% 1-Year Est. Return

Mayflower Financial Advisors's FTSL Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 53% in Q2 2026, selling an estimated $269K and leaving 5,402 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #424.

Mayflower Financial Advisors first reported a position in FTSL in Q3 2025 and has held it in 4 quarters since. The position peaked at $879K in Q3 2025. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Mayflower Financial Advisors held 5,402 shares of First Trust Senior Loan Fund ETF worth $242K as of Q2 2026.
Mayflower Financial Advisors sold 5,974 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $269K.
First Trust Senior Loan Fund ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #424 holding.
Mayflower Financial Advisors first reported a position in First Trust Senior Loan Fund ETF in Q3 2025 and has held it in 4 quarters since.
Mayflower Financial Advisors's First Trust Senior Loan Fund ETF position peaked at $879K in Q3 2025.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.