TD Private Client Wealth’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

TD Private Client Wealth’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	$1.43M	Buy	31,919 +2,346	+8%	+$106K	0.03%	321
2026 Q1	$1.32M	Buy	29,573 +28,524	+2,719%	+$1.29M	0.03%	320
2025 Q4	$48.1K	Buy	+1,049	New	+$48.1K	﹤0.01%	881

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

TD Private Client Wealth's FTSL Position: Q2 2026 in Review

TD Private Client Wealth increased its First Trust Senior Loan Fund ETF (FTSL) stake by 7.9% in Q2 2026, buying an estimated $106K and bringing the position to 31,919 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #321.

TD Private Client Wealth first reported a position in FTSL in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

TD Private Client Wealth held 31,919 shares of First Trust Senior Loan Fund ETF worth $1.43M as of Q2 2026.
TD Private Client Wealth bought 2,346 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $106K.
First Trust Senior Loan Fund ETF made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #321 holding.
TD Private Client Wealth first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and has held it in 3 quarters since.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.