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Cambridge Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Cambridge 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
2025
Q2 		– Sell
-12,986
Closed -$593K – 172
2025
Q1 		$593K Sell
12,986
-326
-2% -$15K 0.13% 106
2024
Q4 		$616K Sell
13,312
-309
-2% -$14.3K 0.14% 104
2024
Q3 		$625K Sell
13,621
-396
-3% -$18.2K 0.14% 107
2024
Q2 		$641K Buy
14,017
+253
+2% +$11.7K 0.15% 102
2024
Q1 		$636K Buy
13,764
+74
+0.5% +$3.41K 0.15% 98
2023
Q4 		$631K Buy
13,690
+418
+3% +$19.1K 0.16% 96
2023
Q3 		$607K Sell
13,272
-225
-2% -$10.3K 0.16% 96
2023
Q2 		$611K Sell
13,497
-1,929
-13% -$87.1K 0.16% 95
2023
Q1 		$698K Buy
15,426
+67
+0.4% +$3.04K 0.18% 94
2022
Q4 		$685K Buy
15,359
+323
+2% +$14.5K 0.18% 92
2022
Q3 		$663K Buy
15,036
+150
+1% +$6.77K 0.19% 91
2022
Q2 		$656K Buy
14,886
+7,481
+101% +$344K 0.18% 91
2022
Q1 		$348K Buy
7,405
+470
+7% +$22.3K 0.08% 140
2021
Q4 		$332K Buy
6,935
+177
+3% +$8.47K 0.08% 150
2021
Q3 		$323K Sell
6,758
-1,039
-13% -$49.8K 0.08% 150
2021
Q2 		$374K Sell
7,797
-593
-7% -$28.5K 0.09% 137
2021
Q1 		$402K Buy
8,390
+246
+3% +$11.8K 0.1% 122
2020
Q4 		$388K Buy
8,144
+61
+0.8% +$2.85K 0.1% 115
2020
Q3 		$372K Buy
8,083
+349
+5% +$16.1K 0.11% 111
2020
Q2 		$349K Sell
7,734
-650
-8% -$29K 0.11% 111
2020
Q1 		$350K Sell
8,384
-171
-2% -$7.84K 0.13% 101
2019
Q4 		$410K Buy
8,555
+2,290
+37% +$109K 0.13% 104
2019
Q3 		$297K Buy
6,265
+677
+12% +$32K 0.1% 108
2019
Q2 		$263K Buy
+5,588
New +$266K 0.09% 117

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Cambridge Advisors's FTSL Position: Q2 2025 in Review

Cambridge Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 12,986 shares — an estimated $593K sold.

Cambridge Advisors first reported a position in FTSL in Q2 2019 and held it in 24 quarters. The position peaked at $698K in Q1 2023. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

  • Cambridge Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Advisors sold 12,986 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $593K.
  • Cambridge Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2019 and held it in 24 quarters.
  • Cambridge Advisors's First Trust Senior Loan Fund ETF position peaked at $698K in Q1 2023.
  • 331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on Cambridge Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.