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

SYM Financial Corp’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 Q3	$98.1K	Buy	+2,200	New	+$98.7K	0.01%	448

Other funds holding FTSL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SYM Financial Corp's FTSL Position: Q3 2026 in Review

SYM Financial Corp opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q3 2026: 2,200 shares worth $98.1K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings.

180 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

SYM Financial Corp held 2,200 shares of First Trust Senior Loan Fund ETF worth $98.1K as of Q3 2026.
First Trust Senior Loan Fund ETF was a new SYM Financial Corp position in Q3 2026.
First Trust Senior Loan Fund ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #448 holding.
180 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.