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Nations Financial Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Nations Financial 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 		– Sell
-167,055
Closed -$7.48M – 806
2026
Q1 		$7.48M Buy
167,055
+7,166
+4% +$325K 0.39% 57
2025
Q4 		$7.34M Buy
159,889
+12,394
+8% +$568K 0.39% 58
2025
Q3 		$6.76M Buy
147,495
+15,351
+12% +$706K 0.42% 53
2025
Q2 		$6.06M Buy
132,144
+34,361
+35% +$1.57M 0.42% 58
2025
Q1 		$4.46M Buy
97,783
+5,482
+6% +$253K 0.34% 68
2024
Q4 		$4.27M Buy
92,301
+3,922
+4% +$181K 0.31% 82
2024
Q3 		$4.06M Buy
88,379
+5,572
+7% +$256K 0.29% 79
2024
Q2 		$3.79M Buy
82,807
+9,223
+13% +$425K 0.31% 73
2024
Q1 		$3.4M Buy
73,584
+4,694
+7% +$216K 0.29% 84
2023
Q4 		$3.17M Buy
68,890
+2,654
+4% +$122K 0.29% 77
2023
Q3 		$3.03M Sell
66,236
-296
-0.4% -$13.5K 0.31% 72
2023
Q2 		$3.01M Sell
66,532
-5,358
-7% -$242K 0.3% 79
2023
Q1 		$3.25M Sell
71,890
-3,652
-5% -$166K 0.34% 68
2022
Q4 		$3.37M Sell
75,542
-4,468
-6% -$200K 0.38% 59
2022
Q3 		$3.53M Buy
80,010
+2,703
+3% +$122K 0.51% 36
2022
Q2 		$3.41M Buy
77,307
+1,606
+2% +$73.9K 0.46% 44
2022
Q1 		$3.56M Buy
75,701
+4,307
+6% +$204K 0.43% 47
2021
Q4 		$3.42M Buy
71,394
+62,458
+699% +$2.99M 0.45% 45
2021
Q3 		$428K Buy
+8,936
New +$428K 0.07% 287

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nations Financial Group's FTSL Position: Q2 2026 in Review

Nations Financial Group sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 167,055 shares — an estimated $7.48M sold.

Nations Financial Group first reported a position in FTSL in Q3 2021 and held it in 19 quarters. The position peaked at $7.48M in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Nations Financial Group reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 167,055 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $7.48M.
  • Nations Financial Group first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and held it in 19 quarters.
  • Nations Financial Group's First Trust Senior Loan Fund ETF position peaked at $7.48M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.