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

Summit 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	$451K	Buy	+10,084	New	+$454K	﹤0.01%	1139

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

Summit Financial's FTSL Position: Q2 2026 in Review

Summit Financial opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 10,084 shares worth $451K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings.

300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Summit Financial held 10,084 shares of First Trust Senior Loan Fund ETF worth $451K as of Q2 2026.
First Trust Senior Loan Fund ETF was a new Summit Financial position in Q2 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1139 holding.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.