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Raleigh Capital Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Raleigh Capital Management’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 		$30K Buy
670
+10
+2% +$450 0.01% 319
2026
Q1 		$29.6K Buy
+660
New +$29.9K 0.01% 324
2025
Q1 		– Sell
-18
Closed -$823 – 743
2024
Q4 		$823 Buy
18
+1
+6% +$46 ﹤0.01% 917
2024
Q3 		$802 Sell
17
-1,000
-98% -$46K ﹤0.01% 905
2024
Q2 		$46.5K Buy
1,017
+19
+2% +$876 0.02% 309
2024
Q1 		$46.1K Buy
998
+616
+161% +$28.4K 0.02% 306
2023
Q4 		$17.6K Buy
382
+7
+2% +$321 0.01% 469
2023
Q3 		$17.1K Sell
375
-638
-63% -$29.1K 0.01% 421
2023
Q2 		$45.9K Buy
1,013
+6
+0.6% +$271 0.02% 251
2023
Q1 		$45.6K Buy
1,007
+593
+143% +$26.9K 0.02% 257
2022
Q4 		$18.4K Buy
414
+6
+1% +$269 0.01% 335
2022
Q3 		$18K Sell
408
-5,729
-93% -$258K 0.01% 299
2022
Q2 		$271K Sell
6,137
-3,831
-38% -$176K 0.15% 142
2022
Q1 		$469K Sell
9,968
-2,767
-22% -$131K 0.25% 108
2021
Q4 		$610K Buy
+12,735
New +$610K 0.63% 49

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

Raleigh Capital Management's FTSL Position: Q2 2026 in Review

Raleigh Capital Management increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.5% in Q2 2026, buying an estimated $450 and bringing the position to 670 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #319.

Raleigh Capital Management first reported a position in FTSL in Q4 2021 and has held it in 15 quarters since. The position peaked at $610K in Q4 2021. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Raleigh Capital Management held 670 shares of First Trust Senior Loan Fund ETF worth $30K as of Q2 2026.
  • Raleigh Capital Management bought 10 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $450.
  • First Trust Senior Loan Fund ETF made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #319 holding.
  • Raleigh Capital Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and has held it in 15 quarters since.
  • Raleigh Capital Management's First Trust Senior Loan Fund ETF position peaked at $610K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.