Roxbury Financial
FTSL icon

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
Q3 		$135K Buy
3,019
+465
+18% +$20.9K 0.1% 125
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

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Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Capital Investment Counsel (Colorado)
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fairvoy Private Wealth
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Roxbury Financial's FTSL Position: Q3 2026 in Review

Roxbury Financial increased its First Trust Senior Loan Fund ETF (FTSL) stake by 18% in Q3 2026, buying an estimated $20.9K and bringing the position to 3,019 shares worth $135K. The position accounts for 0.1% of the portfolio, ranked #125.

Roxbury Financial first reported a position in FTSL in Q1 2026 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Roxbury Financial held 3,019 shares of First Trust Senior Loan Fund ETF worth $135K as of Q3 2026.
  • Roxbury Financial bought 465 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $20.9K.
  • First Trust Senior Loan Fund ETF made up 0.1% of Roxbury Financial's portfolio in Q3 2026, its #125 holding.
  • Roxbury Financial first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.