James T. Borello RIA’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

James T. Borello RIA’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	–	Sell	-397	Closed	-$17.8K	–	1240
2026 Q1	$17.8K	Buy	+397	New	+$18K	﹤0.01%	401

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

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 22.9% 1-Year Est. Return

James T. Borello RIA's FTSL Position: Q2 2026 in Review

James T. Borello RIA sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 397 shares — an estimated $17.8K sold.

James T. Borello RIA first reported a position in FTSL in Q1 2026 and held it in 1 quarter. The position peaked at $17.8K in Q1 2026. 305 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

James T. Borello RIA reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 397 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $17.8K.
James T. Borello RIA first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and held it in 1 quarter.
James T. Borello RIA's First Trust Senior Loan Fund ETF position peaked at $17.8K in Q1 2026.
305 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.