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Rothschild Investment LLC’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Rothschild Investment LLC’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 		$16.2K Hold
361
– – ﹤0.01% 1498
2025
Q4 		$16.6K Hold
361
– – ﹤0.01% 1383
2025
Q3 		$16.5K Hold
361
– – ﹤0.01% 1287
2025
Q2 		$16.6K Hold
361
– – ﹤0.01% 1064
2025
Q1 		$16.5K Hold
361
– – ﹤0.01% 1056
2024
Q4 		$16.7K Hold
361
– – ﹤0.01% 1045
2024
Q3 		$16.6K Hold
361
– – ﹤0.01% 1040
2024
Q2 		$16.5K Hold
361
– – ﹤0.01% 1013
2024
Q1 		$16.7K Hold
361
– – ﹤0.01% 963
2023
Q4 		$16.6K Buy
+361
New +$16.5K ﹤0.01% 899

Other funds holding FTSL

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return