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

RiverTree 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 Q1	–	Sell	-181,110	Closed	-$8.31M	–	65
2025 Q4	$8.31M	Sell	181,110 -3,326	-2%	-$152K	5.3%	4
2025 Q3	$8.45M	Buy	184,436 +1,401	+0.8%	+$64.4K	5.42%	2
2025 Q2	$8.4M	Buy	183,035 +47,691	+35%	+$2.18M	5.64%	3
2025 Q1	$6.18M	Buy	135,344 +7,750	+6%	+$357K	4.14%	10
2024 Q4	$5.9M	Sell	127,594 -818	-0.6%	-$37.8K	3.88%	11
2024 Q3	$5.89M	Buy	128,412 +2,698	+2%	+$124K	4%	10
2024 Q2	$5.75M	Sell	125,714 -1,439	-1%	-$66.3K	3.93%	10
2024 Q1	$5.88M	Sell	127,153 -470	-0.4%	-$21.7K	3.95%	11
2023 Q4	$5.88M	Buy	+127,623	New	+$5.84M	4%	10
2023 Q1	–	Sell	-99,700	Closed	-$4.45M	–	42
2022 Q4	$4.45M	Buy	+99,700	New	+$4.47M	3.65%	11
2022 Q3	–	Sell	-274,424	Closed	-$12.1M	–	35
2022 Q2	$12.1M	Sell	274,424 -12,937	-5%	-$595K	9.42%	1
2022 Q1	$13.5M	Buy	287,361 +58,865	+26%	+$2.79M	9.1%	1
2021 Q4	$10.9M	Buy	228,496 +17,038	+8%	+$816K	7.01%	1
2021 Q3	$10.1M	Sell	211,458 -155	-0.1%	-$7.43K	6.91%	1
2021 Q2	$10.2M	Sell	211,613 -1,093	-0.5%	-$52.4K	6.88%	2
2021 Q1	$10.2M	Buy	212,706 +1,173	+0.6%	+$56.3K	7.14%	1
2020 Q4	$10.1M	Buy	+211,533	New	+$9.88M	8.05%	1

Other funds holding FTSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RiverTree Advisors's FTSL Position: Q1 2026 in Review

RiverTree Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 181,110 shares — an estimated $8.31M sold.

RiverTree Advisors first reported a position in FTSL in Q4 2020 and held it in 17 quarters. The position peaked at $13.5M in Q1 2022. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

RiverTree Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
RiverTree Advisors sold 181,110 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $8.31M.
RiverTree Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and held it in 17 quarters.
RiverTree Advisors's First Trust Senior Loan Fund ETF position peaked at $13.5M in Q1 2022.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.