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BOLTON SECURITIES CORPORATION’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$112K Hold
2,521
– – ﹤0.01% 1087
2026
Q2 		$113K Hold
2,521
– – ﹤0.01% 1079
2026
Q1 		$113K Buy
+2,521
New +$114K 0.01% 983
2025
Q3 		$116K Buy
+2,521
New +$116K 0.01% 908
2025
Q1 		$252K Buy
+5,521
New +$255K 0.01% 638

Other funds holding FTSL

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Hikari Tsushin Inc
Hikari Tsushin Inc Tokyo, Japan $1.49B AUM 7.87% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FTSL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q3 2026 at 2,521 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

BOLTON SECURITIES CORPORATION first reported a position in FTSL in Q1 2025 and has held it in 5 quarters since. The position peaked at $252K in Q1 2025. 240 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,521 shares of First Trust Senior Loan Fund ETF worth $112K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its First Trust Senior Loan Fund ETF share count unchanged in Q3 2026.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1087 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Senior Loan Fund ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's First Trust Senior Loan Fund ETF position peaked at $252K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.