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

True Blue 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	$3.44M	Buy	76,879 +18,168	+31%	+$818K	1.45%	23
2026 Q1	$2.63M	Buy	58,711 +3,353	+6%	+$152K	2.07%	15
2025 Q4	$2.54M	Buy	+55,358	New	+$2.54M	2.1%	15

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

True Blue Financial's FTSL Position: Q2 2026 in Review

True Blue Financial increased its First Trust Senior Loan Fund ETF (FTSL) stake by 31% in Q2 2026, buying an estimated $818K and bringing the position to 76,879 shares worth $3.44M. The position accounts for 1.45% of the portfolio, ranked #23.

True Blue Financial first reported a position in FTSL in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

True Blue Financial held 76,879 shares of First Trust Senior Loan Fund ETF worth $3.44M as of Q2 2026.
True Blue Financial bought 18,168 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $818K.
First Trust Senior Loan Fund ETF made up 1.45% of True Blue Financial's portfolio in Q2 2026, its #23 holding.
True Blue Financial first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on True Blue Financial's 13F filing for Q2 2026, filed 17 Jul 2026.