William Blair & Company
FTSL icon

William Blair & Company’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

William Blair & Company’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 		$12K Buy
268
+3
+1% +$135 ﹤0.01% 1897
2026
Q1 		$11.9K Buy
265
+3
+1% +$136 ﹤0.01% 1825
2025
Q4 		$12K Buy
262
+3
+1% +$138 ﹤0.01% 1773
2025
Q3 		$11.9K Buy
259
+4
+2% +$184 ﹤0.01% 1753
2025
Q2 		$11.7K Buy
255
+3
+1% +$137 ﹤0.01% 1717
2025
Q1 		$11.5K Buy
252
+3
+1% +$138 ﹤0.01% 1708
2024
Q4 		$11.5K Buy
249
+3
+1% +$139 ﹤0.01% 1727
2024
Q3 		$11.3K Buy
246
+5
+2% +$230 ﹤0.01% 1743
2024
Q2 		$11K Buy
241
+2
+0.8% +$92 ﹤0.01% 1739
2024
Q1 		$11K Buy
239
+4
+2% +$184 ﹤0.01% 1715
2023
Q4 		$10.8K Buy
+235
New +$10.8K ﹤0.01% 1704
2023
Q2 		– Sell
-723
Closed -$32.7K – 1827
2023
Q1 		$32.7K Sell
723
-178
-20% -$8.08K ﹤0.01% 1640
2022
Q4 		$40.2K Buy
901
+178
+25% +$7.98K ﹤0.01% 1600
2022
Q3 		$32K Buy
+723
New +$32.6K ﹤0.01% 1648
2020
Q2 		– Sell
-400
Closed -$17K – 1703
2020
Q1 		$17K Hold
400
– – ﹤0.01% 1508
2019
Q4 		$19K Hold
400
– – ﹤0.01% 1587
2019
Q3 		$19K Hold
400
– – ﹤0.01% 1548
2019
Q2 		$19K Hold
400
– – ﹤0.01% 1590
2019
Q1 		$19K Sell
400
-97
-20% -$4.57K ﹤0.01% 1571
2018
Q4 		$23K Sell
497
-4,975
-91% -$236K ﹤0.01% 1469
2018
Q3 		$263K Sell
5,472
-898
-14% -$43.1K ﹤0.01% 1194
2018
Q2 		$304K Buy
6,370
+5,598
+725% +$269K ﹤0.01% 1111
2018
Q1 		$37K Buy
+772
New +$37.2K ﹤0.01% 1372

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

William Blair & Company's FTSL Position: Q2 2026 in Review

William Blair & Company increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.1% in Q2 2026, buying an estimated $135 and bringing the position to 268 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

William Blair & Company first reported a position in FTSL in Q1 2018 and has held it in 23 quarters since. The position peaked at $304K in Q2 2018. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • William Blair & Company held 268 shares of First Trust Senior Loan Fund ETF worth $12K as of Q2 2026.
  • William Blair & Company bought 3 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $135.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1897 holding.
  • William Blair & Company first reported a position in First Trust Senior Loan Fund ETF in Q1 2018 and has held it in 23 quarters since.
  • William Blair & Company's First Trust Senior Loan Fund ETF position peaked at $304K in Q2 2018.
  • 304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.