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

Roxbury Financial’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 		$114K Buy
2,554
+805
+46% +$36.2K 0.09% 136
2026
Q1 		$78.4K Buy
+1,749
New +$79.2K 0.07% 153

Other funds holding FTSL

TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Roxbury Financial's FTSL Position: Q2 2026 in Review

Roxbury Financial increased its First Trust Senior Loan Fund ETF (FTSL) stake by 46% in Q2 2026, buying an estimated $36.2K and bringing the position to 2,554 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #136.

Roxbury Financial first reported a position in FTSL in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Roxbury Financial held 2,554 shares of First Trust Senior Loan Fund ETF worth $114K as of Q2 2026.
  • Roxbury Financial bought 805 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $36.2K.
  • First Trust Senior Loan Fund ETF made up 0.09% of Roxbury Financial's portfolio in Q2 2026, its #136 holding.
  • Roxbury Financial first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.