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B. Riley Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

B. Riley Wealth Advisors’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 		$1.99M Buy
44,535
+6,004
+16% +$270K 0.11% 181
2026
Q1 		$1.72M Buy
38,531
+3,421
+10% +$155K 0.11% 183
2025
Q4 		$1.61M Sell
35,110
-1,778
-5% -$81.5K 0.07% 246
2025
Q3 		$1.69M Buy
36,888
+5,604
+18% +$258K 0.08% 242
2025
Q2 		$1.44M Sell
31,284
-20,250
-39% -$925K 0.07% 269
2025
Q1 		$2.35M Buy
51,534
+812
+2% +$37.5K 0.07% 278
2024
Q4 		$2.35M Buy
50,722
+7,389
+17% +$341K 0.08% 250
2024
Q3 		$1.99M Sell
43,333
-12,603
-23% -$579K 0.06% 313
2024
Q2 		$2.56M Buy
55,936
+2,963
+6% +$137K 0.07% 285
2024
Q1 		$2.42M Buy
52,973
+2,140
+4% +$98.7K 0.07% 293
2023
Q4 		$2.34M Sell
50,833
-2,140
-4% -$98K 0.06% 320
2023
Q3 		$2.42M Sell
52,973
-914
-2% -$41.7K 0.07% 293
2023
Q2 		$2.44M Sell
53,887
-793
-1% -$35.8K 0.05% 314
2023
Q1 		$2.47M Sell
54,680
-2,754
-5% -$125K 0.07% 296
2022
Q4 		$2.56M Sell
57,434
-17,822
-24% -$799K 0.07% 281
2022
Q3 		$3.32M Buy
75,256
+19,544
+35% +$882K 0.1% 210
2022
Q2 		$2.46M Buy
55,712
+1,112
+2% +$51.2K 0.1% 200
2022
Q1 		$2.57M Buy
54,600
+4,106
+8% +$195K 0.08% 245
2021
Q4 		$2.42M Buy
50,494
+3,470
+7% +$166K 0.07% 309
2021
Q3 		$2.25M Buy
47,024
+1,486
+3% +$71.2K 0.07% 308
2021
Q2 		$2.19M Buy
45,538
+9,019
+25% +$433K 0.07% 316
2021
Q1 		$1.75M Buy
36,519
+20,850
+133% +$1M 0.06% 341
2020
Q4 		$746K Sell
15,669
-3,177
-17% -$148K 0.04% 406
2020
Q3 		$867K Buy
18,846
+725
+4% +$33.4K 0.05% 346
2020
Q2 		$818K Buy
18,121
+2,421
+15% +$108K 0.05% 320
2020
Q1 		$657K Sell
15,700
-2,276
-13% -$104K 0.06% 321
2019
Q4 		$862K Buy
17,976
+1,849
+11% +$87.7K 0.07% 267
2019
Q3 		$765K Buy
16,127
+519
+3% +$24.6K 0.08% 277
2019
Q2 		$736K Sell
15,608
-3,342
-18% -$159K 0.08% 259
2019
Q1 		$893K Buy
18,950
+12,381
+188% +$584K 0.11% 206
2018
Q4 		$299K Buy
6,569
+14
+0.2% +$663 0.04% 432
2018
Q3 		$315K Buy
6,555
+483
+8% +$23.2K 0.04% 482
2018
Q2 		$291K Buy
6,072
+139
+2% +$6.68K 0.04% 475
2018
Q1 		$286K Sell
5,933
-522
-8% -$25.2K 0.04% 472
2017
Q4 		$311K Buy
6,455
+354
+6% +$17.1K 0.04% 429
2017
Q3 		$295K Buy
6,101
+658
+12% +$31.9K 0.05% 379
2017
Q2 		$264K Sell
5,443
-536
-9% -$26K 0.05% 406
2017
Q1 		$290K Buy
5,979
+1,497
+33% +$72.7K 0.06% 350
2016
Q4 		$218K Buy
+4,482
New +$217K 0.04% 434
2015
Q1 		– Sell
-50
Closed -$2K – 1083
2014
Q4 		$2K Buy
+50
New +$2.44K ﹤0.01% 3395
2014
Q3 		– Sell
-50
Closed -$2.46K – 1107
2014
Q2 		$2.46K Buy
+50
New +$2.48K ﹤0.01% 2198

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

B. Riley Wealth Advisors's FTSL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its First Trust Senior Loan Fund ETF (FTSL) stake by 16% in Q2 2026, buying an estimated $270K and bringing the position to 44,535 shares worth $1.99M. The position accounts for 0.11% of the portfolio, ranked #181.

B. Riley Wealth Advisors first reported a position in FTSL in Q2 2014 and has held it in 41 quarters since. The position peaked at $3.32M in Q3 2022. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • B. Riley Wealth Advisors held 44,535 shares of First Trust Senior Loan Fund ETF worth $1.99M as of Q2 2026.
  • B. Riley Wealth Advisors bought 6,004 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $270K.
  • First Trust Senior Loan Fund ETF made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2014 and has held it in 41 quarters since.
  • B. Riley Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $3.32M in Q3 2022.
  • 301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.