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 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

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

MRA Advisory Group's FTSL Position: Q2 2026 in Review

MRA Advisory Group increased its First Trust Senior Loan Fund ETF (FTSL) stake by 0.37% in Q2 2026, buying an estimated $1.94K and bringing the position to 11,520 shares worth $516K. The position accounts for 0.19% of the portfolio, ranked #81.

MRA Advisory Group first reported a position in FTSL in Q2 2023 and has held it in 13 quarters since. The position peaked at $749K in Q4 2023. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

MRA Advisory Group held 11,520 shares of First Trust Senior Loan Fund ETF worth $516K as of Q2 2026.
MRA Advisory Group bought 43 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $1.94K.
First Trust Senior Loan Fund ETF made up 0.19% of MRA Advisory Group's portfolio in Q2 2026, its #81 holding.
MRA Advisory Group first reported a position in First Trust Senior Loan Fund ETF in Q2 2023 and has held it in 13 quarters since.
MRA Advisory Group's First Trust Senior Loan Fund ETF position peaked at $749K in Q4 2023.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.