Plante Moran Financial Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47K | Hold |
1,050
| – | – | ﹤0.01% | 361 |
|
|
2026
Q1 | $47K | Hold |
1,050
| – | – | ﹤0.01% | 323 |
|
|
2025
Q4 | $48.2K | Hold |
1,050
| – | – | ﹤0.01% | 331 |
|
|
2025
Q3 | $48.1K | Hold |
1,050
| – | – | ﹤0.01% | 343 |
|
|
2025
Q2 | $48.2K | Hold |
1,050
| – | – | ﹤0.01% | 336 |
|
|
2025
Q1 | $47.9K | Hold |
1,050
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $48.6K | Hold |
1,050
| – | – | ﹤0.01% | 353 |
|
|
2024
Q3 | $48.2K | Hold |
1,050
| – | – | ﹤0.01% | 390 |
|
|
2024
Q2 | $48K | Hold |
1,050
| – | – | ﹤0.01% | 343 |
|
|
2024
Q1 | $48.5K | Hold |
1,050
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $48.4K | Hold |
1,050
| – | – | 0.01% | 323 |
|
|
2023
Q3 | $48K | Hold |
1,050
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $47.6K | Hold |
1,050
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $47.5K | Hold |
1,050
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $46.8K | Hold |
1,050
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $46K | Hold |
1,050
| – | – | 0.01% | 323 |
|
|
2022
Q2 | $46K | Hold |
1,050
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $49K | Hold |
1,050
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $50K | Hold |
1,050
| – | – | 0.01% | 362 |
|
|
2021
Q3 | $50K | Hold |
1,050
| – | – | 0.01% | 383 |
|
|
2021
Q2 | $50K | Hold |
1,050
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $50K | Hold |
1,050
| – | – | 0.01% | 366 |
|
|
2020
Q4 | $50K | Hold |
1,050
| – | – | 0.02% | 362 |
|
|
2020
Q3 | $48K | Hold |
1,050
| – | – | 0.02% | 325 |
|
|
2020
Q2 | $47K | Hold |
1,050
| – | – | 0.02% | 300 |
|
|
2020
Q1 | $44K | Sell |
1,050
-1,715
| -62% | -$78.7K | 0.02% | 273 |
|
|
2019
Q4 | $132K | Hold |
2,765
| – | – | 0.05% | 205 |
|
|
2019
Q3 | $131K | Hold |
2,765
| – | – | 0.04% | 212 |
|
|
2019
Q2 | $130K | Hold |
2,765
| – | – | 0.04% | 196 |
|
|
2019
Q1 | $130K | Hold |
2,765
| – | – | 0.04% | 198 |
|
|
2018
Q4 | $126K | Buy |
2,765
+1,000
| +57% | +$47.4K | 0.04% | 180 |
|
|
2018
Q3 | $85K | Hold |
1,765
| – | – | 0.03% | 230 |
|
|
2018
Q2 | $84K | Hold |
1,765
| – | – | 0.04% | 246 |
|
|
2018
Q1 | $85K | Hold |
1,765
| – | – | 0.05% | 259 |
|
|
2017
Q4 | $85K | Hold |
1,765
| – | – | 0.05% | 249 |
|
|
2017
Q3 | $85K | Hold |
1,765
| – | – | 0.05% | 228 |
|
|
2017
Q2 | $85K | Hold |
1,765
| – | – | 0.05% | 228 |
|
|
2017
Q1 | $85K | Buy |
+1,765
| New | +$85.7K | 0.05% | 235 |
|
Other funds holding FTSL
OCM
Plante Moran Financial Advisors's FTSL Position: Q2 2026 in Review
Plante Moran Financial Advisors held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q2 2026 at 1,050 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #361.
Plante Moran Financial Advisors first reported a position in FTSL in Q1 2017 and has held it in 38 quarters since. The position peaked at $132K in Q4 2019. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.
- Plante Moran Financial Advisors held 1,050 shares of First Trust Senior Loan Fund ETF worth $47K as of Q2 2026.
- Plante Moran Financial Advisors left its First Trust Senior Loan Fund ETF share count unchanged in Q2 2026.
- First Trust Senior Loan Fund ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #361 holding.
- Plante Moran Financial Advisors first reported a position in First Trust Senior Loan Fund ETF in Q1 2017 and has held it in 38 quarters since.
- Plante Moran Financial Advisors's First Trust Senior Loan Fund ETF position peaked at $132K in Q4 2019.
- 301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.