Petix & Botte Financial’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Petix & Botte Financial’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	$6.41M	Buy	143,213 +75,251	+111%	+$3.39M	1.29%	25
2026 Q1	$6.09M	Sell	67,962 -56,153	-45%	-$2.54M	1.36%	25
2025 Q4	$5.69M	Buy	124,115 +18,574	+18%	+$852K	1.29%	26
2025 Q3	$4.84M	Buy	105,541 +13,183	+14%	+$606K	1.12%	27
2025 Q2	$4.24M	Buy	92,358 +14,605	+19%	+$667K	1.04%	30
2025 Q1	$3.55M	Buy	77,753 +24,415	+46%	+$1.13M	0.93%	31
2024 Q4	$2.47M	Buy	+53,338	New	+$2.47M	0.65%	35

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

Petix & Botte Financial's FTSL Position: Q2 2026 in Review

Petix & Botte Financial increased its First Trust Senior Loan Fund ETF (FTSL) stake by 111% in Q2 2026, buying an estimated $3.39M and bringing the position to 143,213 shares worth $6.41M. The position accounts for 1.29% of the portfolio, ranked #25.

Petix & Botte Financial first reported a position in FTSL in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Petix & Botte Financial held 143,213 shares of First Trust Senior Loan Fund ETF worth $6.41M as of Q2 2026.
Petix & Botte Financial bought 75,251 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $3.39M.
First Trust Senior Loan Fund ETF made up 1.29% of Petix & Botte Financial's portfolio in Q2 2026, its #25 holding.
Petix & Botte Financial first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.