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Plotkin Financial Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Plotkin Financial Advisors’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 		$1.16M Sell
25,930
-454
-2% -$20.4K 0.48% 39
2026
Q1 		$1.18M Buy
26,384
+744
+3% +$33.7K 0.59% 34
2025
Q4 		$1.18M Buy
25,640
+2,923
+13% +$134K 0.57% 34
2025
Q3 		$1.04M Buy
22,717
+4,828
+27% +$222K 0.51% 35
2025
Q2 		$821K Buy
17,889
+5,458
+44% +$249K 0.45% 38
2025
Q1 		$567K Buy
12,431
+2,911
+31% +$134K 0.35% 43
2024
Q4 		$440K Sell
9,520
-1,399
-13% -$64.7K 0.26% 57
2024
Q3 		$501K Sell
10,919
-3,807
-26% -$175K 0.3% 51
2024
Q2 		$673K Buy
14,726
+1,100
+8% +$50.7K 0.43% 40
2024
Q1 		$630K Sell
13,626
-15
-0.1% -$691 0.42% 40
2023
Q4 		$628K Buy
13,641
+1,432
+12% +$65.6K 0.48% 33
2023
Q3 		$558K Hold
12,209
– – 0.49% 33
2023
Q2 		$553K Hold
12,209
– – 0.46% 36
2023
Q1 		$552K Hold
12,209
– – 0.51% 35
2022
Q4 		$544K Sell
12,209
-241
-2% -$10.8K 0.55% 33
2022
Q3 		$549K Buy
12,450
+557
+5% +$25.1K 0.56% 32
2022
Q2 		$524K Buy
11,893
+225
+2% +$10.4K 0.5% 36
2022
Q1 		$549K Sell
11,668
-1,071
-8% -$50.8K 0.38% 37
2021
Q4 		$610K Sell
12,739
-19,839
-61% -$950K 0.39% 42
2021
Q3 		$1.56M Buy
32,578
+1,779
+6% +$85.2K 0.93% 27
2021
Q2 		$1.48M Buy
30,799
+14,351
+87% +$689K 0.82% 30
2021
Q1 		$788K Buy
16,448
+10,171
+162% +$488K 0.48% 39
2020
Q4 		$299K Sell
6,277
-2,735
-30% -$128K 0.2% 49
2020
Q3 		$415K Sell
9,012
-1,913
-18% -$88.2K 0.46% 40
2020
Q2 		$493K Sell
10,925
-3,835
-26% -$171K 0.42% 36
2020
Q1 		$617K Sell
14,760
-17,617
-54% -$808K 0.75% 30
2019
Q4 		$1.55M Buy
+32,377
New +$1.54M 1.44% 21

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

Plotkin Financial Advisors's FTSL Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 1.7% in Q2 2026, selling an estimated $20.4K and leaving 25,930 shares worth $1.16M. The position accounts for 0.48% of the portfolio, ranked #39.

Plotkin Financial Advisors first reported a position in FTSL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.56M in Q3 2021. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Plotkin Financial Advisors held 25,930 shares of First Trust Senior Loan Fund ETF worth $1.16M as of Q2 2026.
  • Plotkin Financial Advisors sold 454 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $20.4K.
  • First Trust Senior Loan Fund ETF made up 0.48% of Plotkin Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Plotkin Financial Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2019 and has held it in 27 quarters since.
  • Plotkin Financial Advisors's First Trust Senior Loan Fund ETF position peaked at $1.56M in Q3 2021.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.