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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VisionPoint Advisory Group's FTSL Position: Q2 2026 in Review

VisionPoint Advisory Group increased its First Trust Senior Loan Fund ETF (FTSL) stake by 14% in Q2 2026, buying an estimated $62.7K and bringing the position to 11,574 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #253.

VisionPoint Advisory Group first reported a position in FTSL in Q1 2019 and has held it in 18 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • VisionPoint Advisory Group held 11,574 shares of First Trust Senior Loan Fund ETF worth $518K as of Q2 2026.
  • VisionPoint Advisory Group bought 1,393 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $62.7K.
  • First Trust Senior Loan Fund ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #253 holding.
  • VisionPoint Advisory Group first reported a position in First Trust Senior Loan Fund ETF in Q1 2019 and has held it in 18 quarters since.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.