Tucker Asset Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Tucker Asset Management’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	$82.5K	Buy	1,843 +1,752	+1,925%	+$78.9K	0.02%	230
2026 Q1	$4.08K	Buy	91 +4	+5%	+$181	﹤0.01%	323
2025 Q4	$3.99K	Hold	87	–	–	﹤0.01%	723
2025 Q3	$3.99K	Sell	87 -69	-44%	-$3.17K	﹤0.01%	279
2025 Q2	$7.16K	Hold	156	–	–	﹤0.01%	235
2025 Q1	$7.12K	Hold	156	–	–	﹤0.01%	247
2024 Q4	$7.21K	Hold	156	–	–	﹤0.01%	868
2024 Q3	$7.16K	Hold	156	–	–	﹤0.01%	801
2024 Q2	$7.13K	Buy	156 +11	+8%	+$507	﹤0.01%	943
2024 Q1	$6.7K	Buy	+145	New	+$6.68K	﹤0.01%	988
2022 Q2	–	Sell	-752	Closed	-$35.4K	–	662
2022 Q1	$35.4K	Sell	752 -109	-13%	-$5.17K	0.01%	111
2021 Q4	$41.2K	Buy	861 +90	+12%	+$4.31K	0.01%	106
2021 Q3	$36.9K	Buy	771 +111	+17%	+$5.32K	0.01%	104
2021 Q2	$31.7K	Buy	660 +627	+1,900%	+$30.1K	0.01%	99
2021 Q1	$1.58K	Buy	33 +3	+10%	+$144	﹤0.01%	266
2020 Q4	$1.43K	Buy	+30	New	+$1.4K	﹤0.01%	289

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

Tucker Asset Management's FTSL Position: Q2 2026 in Review

Tucker Asset Management increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1,925% in Q2 2026, buying an estimated $78.9K and bringing the position to 1,843 shares worth $82.5K. The position accounts for 0.02% of the portfolio, ranked #230.

Tucker Asset Management first reported a position in FTSL in Q4 2020 and has held it in 16 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Tucker Asset Management held 1,843 shares of First Trust Senior Loan Fund ETF worth $82.5K as of Q2 2026.
Tucker Asset Management bought 1,752 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $78.9K.
First Trust Senior Loan Fund ETF made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #230 holding.
Tucker Asset Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and has held it in 16 quarters since.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.