PS
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Principal Securities’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Principal Securities’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 		$831K Buy
18,575
+3,966
+27% +$178K 0.01% 851
2026
Q1 		$655K Buy
14,609
+2,009
+16% +$91K 0.01% 876
2025
Q4 		$578K Buy
12,600
+2,001
+19% +$91.7K 0.01% 889
2025
Q3 		$486K Buy
10,599
+436
+4% +$20.1K 0.01% 918
2025
Q2 		$466K Sell
10,163
-2,209
-18% -$101K 0.01% 892
2025
Q1 		$572K Hold
12,372
– – 0.01% 724
2024
Q4 		$572K Buy
12,372
+33
+0.3% +$1.52K 0.01% 722
2024
Q3 		$566K Sell
12,339
-7
-0.1% -$322 0.01% 719
2024
Q2 		$564K Buy
12,346
+304
+3% +$14K 0.02% 661
2024
Q1 		$556K Buy
12,042
+711
+6% +$32.8K 0.02% 624
2023
Q4 		$522K Buy
+11,331
New +$519K 0.02% 580

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

Principal Securities's FTSL Position: Q2 2026 in Review

Principal Securities increased its First Trust Senior Loan Fund ETF (FTSL) stake by 27% in Q2 2026, buying an estimated $178K and bringing the position to 18,575 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #851.

Principal Securities first reported a position in FTSL in Q4 2023 and has held it in 11 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Principal Securities held 18,575 shares of First Trust Senior Loan Fund ETF worth $831K as of Q2 2026.
  • Principal Securities bought 3,966 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $178K.
  • First Trust Senior Loan Fund ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #851 holding.
  • Principal Securities first reported a position in First Trust Senior Loan Fund ETF in Q4 2023 and has held it in 11 quarters since.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.