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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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. 177 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.
  • 177 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.