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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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return