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FTSL icon

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

Sunbelt Securities’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
Q1 		$163K Hold
3,630
– – 0.01% 699
2025
Q4 		$167K Sell
3,630
-1,555
-30% -$71.3K 0.01% 695
2025
Q3 		$238K Buy
5,185
+3,322
+178% +$153K 0.02% 594
2025
Q2 		$86.1K Sell
1,863
-462
-20% -$21.1K 0.01% 807
2025
Q1 		$106K Buy
2,325
+465
+25% +$21.4K 0.01% 719
2024
Q4 		$86.1K Buy
1,860
+349
+23% +$16.1K 0.01% 807
2024
Q3 		$69.3K Buy
1,511
+11
+0.7% +$506 0.01% 858
2024
Q2 		$68.6K Buy
1,500
+6
+0.4% +$277 0.01% 831
2024
Q1 		$69K Sell
1,494
-432
-22% -$19.9K 0.01% 803
2023
Q4 		$88.7K Sell
1,926
-31
-2% -$1.42K 0.01% 700
2023
Q3 		$89.5K Sell
1,957
-748
-28% -$34.1K 0.01% 684
2023
Q2 		$123K Buy
2,705
+11
+0.4% +$497 0.02% 587
2023
Q1 		$122K Buy
+2,694
New +$122K 0.02% 541

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sunbelt Securities's FTSL Position: Q1 2026 in Review

Sunbelt Securities held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q1 2026 at 3,630 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #699.

Sunbelt Securities first reported a position in FTSL in Q1 2023 and has held it in 13 quarters since. The position peaked at $238K in Q3 2025. 308 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

  • Sunbelt Securities held 3,630 shares of First Trust Senior Loan Fund ETF worth $163K as of Q1 2026.
  • Sunbelt Securities left its First Trust Senior Loan Fund ETF share count unchanged in Q1 2026.
  • First Trust Senior Loan Fund ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #699 holding.
  • Sunbelt Securities first reported a position in First Trust Senior Loan Fund ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's First Trust Senior Loan Fund ETF position peaked at $238K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.