VisionPoint Advisory Group
FTSL icon

VisionPoint Advisory Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

VisionPoint Advisory Group’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 		$607K Buy
13,626
+2,052
+18% +$92.1K 0.1% 212
2026
Q2 		$518K Buy
11,574
+1,393
+14% +$62.7K 0.08% 253
2026
Q1 		$456K Buy
10,181
+1,492
+17% +$67.6K 0.09% 244
2025
Q4 		$399K Sell
8,689
-1,005
-10% -$46.1K 0.08% 240
2025
Q3 		$444K Sell
9,694
-620
-6% -$28.5K 0.09% 223
2025
Q2 		$473K Buy
+10,314
New +$471K 0.1% 193
2024
Q3 		– Sell
-410
Closed -$18.7K – 442
2024
Q2 		$18.7K Hold
410
– – 0.01% 395
2024
Q1 		$18.9K Hold
410
– – 0.01% 386
2023
Q4 		$18.9K Hold
410
– – 0.01% 360
2023
Q3 		$18.8K Hold
410
– – 0.01% 382
2023
Q2 		$18.6K Buy
+410
New +$18.5K 0.01% 294
2022
Q2 		– Sell
-7,063
Closed -$320K – 111
2022
Q1 		$320K Sell
7,063
-272
-4% -$12.9K 0.15% 64
2021
Q4 		$351K Sell
7,335
-690
-9% -$33K 0.15% 71
2021
Q3 		$385K Buy
+8,025
New +$385K 0.17% 74
2020
Q2 		– Sell
-6,574
Closed -$275K – 117
2020
Q1 		$275K Buy
6,574
+550
+9% +$25.2K 0.13% 80
2019
Q4 		$289K Sell
6,024
-162
-3% -$7.69K 0.12% 90
2019
Q3 		$293K Buy
6,186
+232
+4% +$11K 0.08% 103
2019
Q2 		$281K Buy
5,954
+1,112
+23% +$52.9K 0.08% 98
2019
Q1 		$228K Buy
+4,842
New +$228K 0.06% 120

Other funds holding FTSL

MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

VisionPoint Advisory Group's FTSL Position: Q3 2026 in Review

VisionPoint Advisory Group increased its First Trust Senior Loan Fund ETF (FTSL) stake by 18% in Q3 2026, buying an estimated $92.1K and bringing the position to 13,626 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #212.

VisionPoint Advisory Group first reported a position in FTSL in Q1 2019 and has held it in 19 quarters since. 59 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • VisionPoint Advisory Group held 13,626 shares of First Trust Senior Loan Fund ETF worth $607K as of Q3 2026.
  • VisionPoint Advisory Group bought 2,052 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $92.1K.
  • First Trust Senior Loan Fund ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #212 holding.
  • VisionPoint Advisory Group first reported a position in First Trust Senior Loan Fund ETF in Q1 2019 and has held it in 19 quarters since.
  • 59 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.