MRA Advisory Group
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MRA Advisory Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

MRA Advisory Group’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
Q3 		$515K Buy
11,544
+24
+0.2% +$1.08K 0.19% 78
2026
Q2 		$516K Buy
11,520
+43
+0.4% +$1.94K 0.19% 81
2026
Q1 		$514K Buy
11,477
+110
+1% +$4.98K 0.21% 68
2025
Q4 		$522K Buy
11,367
+43
+0.4% +$1.97K 0.22% 64
2025
Q3 		$519K Sell
11,324
-1,428
-11% -$65.7K 0.23% 62
2025
Q2 		$585K Buy
12,752
+62
+0.5% +$2.83K 0.27% 51
2025
Q1 		$579K Buy
12,690
+87
+0.7% +$4.01K 0.31% 44
2024
Q4 		$583K Buy
12,603
+128
+1% +$5.92K 0.31% 40
2024
Q3 		$572K Sell
12,475
-39
-0.3% -$1.79K 0.31% 43
2024
Q2 		$572K Sell
12,514
-11
-0.1% -$507 0.33% 40
2024
Q1 		$579K Sell
12,525
-3,726
-23% -$172K 0.35% 38
2023
Q4 		$749K Buy
16,251
+7,695
+90% +$352K 0.49% 31
2023
Q3 		$391K Buy
8,556
+3,701
+76% +$169K 0.28% 70
2023
Q2 		$220K Buy
+4,855
New +$219K 0.15% 115

Other funds holding FTSL

Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fairvoy Private Wealth
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Fairway Financial
Fairway Financial Casselberry, Florida $160M AUM 10.84% 1-Year Est. Return

MRA Advisory Group's FTSL Position: Q3 2026 in Review

MRA Advisory Group increased its First Trust Senior Loan Fund ETF (FTSL) stake by 0.21% in Q3 2026, buying an estimated $1.08K and bringing the position to 11,544 shares worth $515K. The position accounts for 0.19% of the portfolio, ranked #78.

MRA Advisory Group first reported a position in FTSL in Q2 2023 and has held it in 14 quarters since. The position peaked at $749K in Q4 2023. 95 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • MRA Advisory Group held 11,544 shares of First Trust Senior Loan Fund ETF worth $515K as of Q3 2026.
  • MRA Advisory Group bought 24 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $1.08K.
  • First Trust Senior Loan Fund ETF made up 0.19% of MRA Advisory Group's portfolio in Q3 2026, its #78 holding.
  • MRA Advisory Group first reported a position in First Trust Senior Loan Fund ETF in Q2 2023 and has held it in 14 quarters since.
  • MRA Advisory Group's First Trust Senior Loan Fund ETF position peaked at $749K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.