Parkside Financial Bank & Trust’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Parkside Financial Bank & Trust’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	$5.82K	Buy	+130	New	+$5.85K	﹤0.01%	1847
2023 Q3	–	Sell	-1,200	Closed	-$54.4K	–	2069
2023 Q2	$54.4K	Hold	1,200	–	–	0.01%	577
2023 Q1	$54.3K	Sell	1,200 -300	-20%	-$13.6K	0.01%	558
2022 Q4	$66.9K	Buy	1,500 +300	+25%	+$13.4K	0.02%	491
2022 Q3	$53K	Buy	+1,200	New	+$54.1K	0.02%	509

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 22.9% 1-Year Est. Return

Parkside Financial Bank & Trust's FTSL Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 130 shares worth $5.82K. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in FTSL as recently as Q2 2023.

Parkside Financial Bank & Trust first reported a position in FTSL in Q3 2022 and has held it in 5 quarters since. The position peaked at $66.9K in Q4 2022. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Parkside Financial Bank & Trust held 130 shares of First Trust Senior Loan Fund ETF worth $5.82K as of Q2 2026.
First Trust Senior Loan Fund ETF was a new Parkside Financial Bank & Trust position in Q2 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1847 holding.
Parkside Financial Bank & Trust first reported a position in First Trust Senior Loan Fund ETF in Q3 2022 and has held it in 5 quarters since.
Parkside Financial Bank & Trust's First Trust Senior Loan Fund ETF position peaked at $66.9K in Q4 2022.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.