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

Sachetta’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	$28.3K	Buy	632 +3	+0.5%	+$135	0.01%	253
2026 Q1	$28.2K	Buy	629 +2	+0.3%	+$91	0.02%	265
2025 Q4	$28.7K	Sell	627 -146	-19%	-$6.69K	0.02%	250
2025 Q3	$35.4K	Buy	773 +2	+0.3%	+$92	0.01%	297
2025 Q2	$35.4K	Buy	771 +575	+293%	+$26.3K	0.01%	294
2025 Q1	$8.93K	Buy	196 +3	+2%	+$138	﹤0.01%	446
2024 Q4	$8.93K	Buy	193 +3	+2%	+$139	﹤0.01%	467
2024 Q3	$8.74K	Buy	190 +1	+0.5%	+$46	﹤0.01%	499
2024 Q2	$8.71K	Sell	189 -1,141	-86%	-$52.6K	﹤0.01%	476
2024 Q1	$61.3K	Hold	1,330	–	–	0.03%	229
2023 Q4	$61.3K	Buy	+1,330	New	+$60.9K	0.03%	229

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sachetta's FTSL Position: Q2 2026 in Review

Sachetta increased its First Trust Senior Loan Fund ETF (FTSL) stake by 0.48% in Q2 2026, buying an estimated $135 and bringing the position to 632 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #253.

Sachetta first reported a position in FTSL in Q4 2023 and has held it in 11 quarters since. The position peaked at $61.3K in Q1 2024. 305 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Sachetta held 632 shares of First Trust Senior Loan Fund ETF worth $28.3K as of Q2 2026.
Sachetta bought 3 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $135.
First Trust Senior Loan Fund ETF made up 0.01% of Sachetta's portfolio in Q2 2026, its #253 holding.
Sachetta first reported a position in First Trust Senior Loan Fund ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's First Trust Senior Loan Fund ETF position peaked at $61.3K in Q1 2024.
305 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.