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FTSL icon

&Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

&Partners’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 		$6.89M Buy
154,050
+95,585
+163% +$4.3M 0.03% 494
2026
Q1 		$2.62M Sell
58,465
-3,111
-5% -$141K 0.01% 787
2025
Q4 		$2.83M Buy
61,576
+46,017
+296% +$2.11M 0.01% 709
2025
Q3 		$713K Sell
15,559
-173
-1% -$7.96K ﹤0.01% 1255
2025
Q2 		$722K Sell
15,732
-501
-3% -$22.9K 0.01% 1152
2025
Q1 		$742K Buy
16,233
+3,585
+28% +$165K 0.01% 947
2024
Q4 		$585K Sell
12,648
-5,815
-31% -$269K 0.01% 1012
2024
Q3 		$847K Buy
18,463
+5,116
+38% +$235K 0.02% 633
2024
Q2 		$610K Hold
13,347
– – 0.03% 477
2024
Q1 		$617K Buy
+13,347
New +$615K 0.09% 229
2023
Q4 		– Sell
-13,347
Closed -$610K – 301
2023
Q3 		$610K Sell
13,347
-3,136
-19% -$143K 0.29% 69
2023
Q2 		$643K Hold
16,483
– – 0.29% 68
2023
Q1 		$746K Hold
16,483
– – 0.36% 56
2022
Q4 		$735K Sell
16,483
-1,305
-7% -$58.5K 0.37% 58
2022
Q3 		$784K Sell
17,788
-1,751
-9% -$79K 0.45% 53
2022
Q2 		$862K Sell
19,539
-1,528
-7% -$70.3K 0.5% 43
2022
Q1 		$991K Sell
21,067
-11,210
-35% -$532K 0.56% 39
2021
Q4 		$1.55M Sell
32,277
-221
-0.7% -$10.6K 0.93% 18
2021
Q3 		$1.55M Sell
32,498
-336
-1% -$16.1K 0.99% 18
2021
Q2 		$1.58M Hold
32,834
– – 1.02% 21
2021
Q1 		$1.57M Hold
32,834
– – 1.14% 19
2020
Q4 		$1.56M Buy
32,834
+71
+0.2% +$3.32K 1.31% 15
2020
Q3 		$1.51M Buy
32,763
+18,538
+130% +$855K 1.53% 11
2020
Q2 		$642K Buy
+14,225
New +$636K 0.78% 37

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

&Partners's FTSL Position: Q2 2026 in Review

&Partners increased its First Trust Senior Loan Fund ETF (FTSL) stake by 163% in Q2 2026, buying an estimated $4.3M and bringing the position to 154,050 shares worth $6.89M. The position accounts for 0.03% of the portfolio, ranked #494.

&Partners first reported a position in FTSL in Q2 2020 and has held it in 24 quarters since. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • &Partners held 154,050 shares of First Trust Senior Loan Fund ETF worth $6.89M as of Q2 2026.
  • &Partners bought 95,585 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $4.3M.
  • First Trust Senior Loan Fund ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #494 holding.
  • &Partners first reported a position in First Trust Senior Loan Fund ETF in Q2 2020 and has held it in 24 quarters since.
  • 301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.