Mission Hills Financial Advisory’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Mission Hills Financial Advisory’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	$4.51M	Sell	100,724 -55,641	-36%	-$2.5M	1.98%	15
2026 Q1	$7.01M	Buy	156,365 +21,984	+16%	+$996K	3.59%	12
2025 Q4	$6.17M	Buy	134,381 +2,592	+2%	+$119K	3.26%	12
2025 Q3	$6.04M	Sell	131,789 -46	-0%	-$2.12K	3.21%	13
2025 Q2	$6.05M	Sell	131,835 -2,263	-2%	-$103K	3.75%	12
2025 Q1	$6.12M	Sell	134,098 -2,934	-2%	-$135K	4.25%	12
2024 Q4	$6.34M	Buy	137,032 +20,540	+18%	+$949K	4.92%	11
2024 Q3	$5.39M	Buy	+116,492	New	+$5.36M	4.59%	11

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 22.96% 1-Year Est. Return

Mission Hills Financial Advisory's FTSL Position: Q2 2026 in Review

Mission Hills Financial Advisory reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 36% in Q2 2026, selling an estimated $2.5M and leaving 100,724 shares worth $4.51M. The position accounts for 1.98% of the portfolio, ranked #15.

Mission Hills Financial Advisory first reported a position in FTSL in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.01M in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Mission Hills Financial Advisory held 100,724 shares of First Trust Senior Loan Fund ETF worth $4.51M as of Q2 2026.
Mission Hills Financial Advisory sold 55,641 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $2.5M.
First Trust Senior Loan Fund ETF made up 1.98% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #15 holding.
Mission Hills Financial Advisory first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and has held it in 8 quarters since.
Mission Hills Financial Advisory's First Trust Senior Loan Fund ETF position peaked at $7.01M in Q1 2026.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.