NB
FTSL icon

NBT Bank’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

NBT Bank’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
Q1 		$231K Buy
5,164
+5,118
+11,126% +$232K 0.02% 355
2025
Q4 		$237K Hold
46
– – 0.02% 354
2025
Q3 		$238K Sell
46
-5,139
-99% -$236K 0.02% 358
2025
Q2 		$238K Sell
5,185
-77
-1% -$3.52K 0.02% 351
2025
Q1 		$240K Sell
5,262
-812
-13% -$37.5K 0.02% 348
2024
Q4 		$281K Hold
6,074
– – 0.02% 329
2024
Q3 		$279K Sell
6,074
-757
-11% -$34.8K 0.02% 345
2024
Q2 		$312K Sell
6,831
-406
-6% -$18.7K 0.02% 327
2024
Q1 		$334K Sell
7,237
-402
-5% -$18.5K 0.02% 319
2023
Q4 		$352K Buy
+7,639
New +$350K 0.03% 301

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return