Ameritas Advisory Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Ameritas Advisory Services’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	$1.04M	Buy	23,311 +10,132	+77%	+$456K	0.02%	545
2026 Q1	$590K	Sell	13,179 -50	-0.4%	-$2.27K	0.02%	528
2025 Q4	$607K	Sell	13,229 -5,891	-31%	-$270K	0.02%	504
2025 Q3	$876K	Sell	19,120 -3,339	-15%	-$154K	0.06%	274
2025 Q2	$1.03M	Sell	22,459 -14,857	-40%	-$678K	0.05%	337
2025 Q1	$1.71M	Sell	37,316 -832	-2%	-$38.4K	0.07%	265
2024 Q4	$1.76M	Buy	38,148 +9,811	+35%	+$453K	0.06%	288
2024 Q3	$1.3M	Sell	28,337 -597	-2%	-$27.4K	0.06%	316
2024 Q2	$1.32M	Buy	28,934 +316	+1%	+$14.6K	0.05%	339
2024 Q1	$1.32M	Buy	28,618 +6,857	+32%	+$316K	0.05%	316
2023 Q4	$1M	Sell	21,761 -8,656	-28%	-$396K	0.06%	287
2023 Q3	$1.39M	Buy	30,417 +13,070	+75%	+$596K	0.07%	265
2023 Q2	$785K	Sell	17,347 -14,598	-46%	-$659K	0.1%	216
2023 Q1	$1.44M	Sell	31,945 -53,289	-63%	-$2.42M	0.07%	250
2022 Q4	$3.8M	Sell	85,234 -12,999	-13%	-$582K	0.18%	118
2022 Q3	$4.33M	Buy	98,233 +16,732	+21%	+$755K	0.26%	84
2022 Q2	$3.59M	Buy	81,501 +47,487	+140%	+$2.18M	0.21%	109
2022 Q1	$1.6M	Buy	34,014 +4,187	+14%	+$199K	0.06%	247
2021 Q4	$1.43M	Buy	+29,827	New	+$1.43M	0.05%	273

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

OCM

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 22.96% 1-Year Est. Return

Ameritas Advisory Services's FTSL Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Senior Loan Fund ETF (FTSL) stake by 77% in Q2 2026, buying an estimated $456K and bringing the position to 23,311 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #545.

Ameritas Advisory Services first reported a position in FTSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.33M in Q3 2022. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Ameritas Advisory Services held 23,311 shares of First Trust Senior Loan Fund ETF worth $1.04M as of Q2 2026.
Ameritas Advisory Services bought 10,132 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $456K.
First Trust Senior Loan Fund ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #545 holding.
Ameritas Advisory Services first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's First Trust Senior Loan Fund ETF position peaked at $4.33M in Q3 2022.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.