SageView Advisory Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

SageView Advisory Group’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	$2.54M	Sell	56,727 -1,037	-2%	-$46.7K	0.08%	134
2026 Q1	$2.59M	Sell	57,764 -2,734	-5%	-$124K	0.09%	118
2025 Q4	$2.78M	Sell	60,498 -1,243	-2%	-$57K	0.09%	124
2025 Q3	$2.83M	Sell	61,741 -1,185	-2%	-$54.5K	0.1%	129
2025 Q2	$2.89M	Sell	62,926 -385	-0.6%	-$17.6K	0.11%	108
2025 Q1	$2.89M	Sell	63,311 -3,003	-5%	-$139K	0.12%	95
2024 Q4	$3.07M	Sell	66,314 -1,904	-3%	-$88K	0.13%	89
2024 Q3	$3.13M	Sell	68,218 -2,537	-4%	-$117K	0.16%	79
2024 Q2	$3.23M	Buy	+70,755	New	+$3.26M	0.15%	82
2024 Q1	–	Sell	-76,983	Closed	-$3.53M	–	595
2023 Q4	$3.53M	Sell	76,983 -428	-0.6%	-$19.6K	0.15%	85
2023 Q3	$3.54M	Sell	77,411 -116	-0.1%	-$5.29K	0.2%	69
2023 Q2	$3.51M	Sell	77,527 -2,770	-3%	-$125K	0.2%	77
2023 Q1	$3.63M	Buy	+80,297	New	+$3.65M	0.23%	67

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

OCM

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 22.96% 1-Year Est. Return

SageView Advisory Group's FTSL Position: Q2 2026 in Review

SageView Advisory Group reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 1.8% in Q2 2026, selling an estimated $46.7K and leaving 56,727 shares worth $2.54M. The position accounts for 0.08% of the portfolio, ranked #134.

SageView Advisory Group first reported a position in FTSL in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.63M in Q1 2023. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

SageView Advisory Group held 56,727 shares of First Trust Senior Loan Fund ETF worth $2.54M as of Q2 2026.
SageView Advisory Group sold 1,037 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $46.7K.
First Trust Senior Loan Fund ETF made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #134 holding.
SageView Advisory Group first reported a position in First Trust Senior Loan Fund ETF in Q1 2023 and has held it in 13 quarters since.
SageView Advisory Group's First Trust Senior Loan Fund ETF position peaked at $3.63M in Q1 2023.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.