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

Cambridge Investment Research 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 		$12.9M Buy
288,510
+68,439
+31% +$3.08M 0.03% 565
2026
Q1 		$9.86M Sell
220,071
-107,642
-33% -$4.88M 0.03% 626
2025
Q4 		$15M Sell
327,713
-4,334
-1% -$199K 0.04% 448
2025
Q3 		$15.2M Buy
332,047
+2,424
+0.7% +$112K 0.04% 437
2025
Q2 		$15.1M Sell
329,623
-105,237
-24% -$4.81M 0.05% 408
2025
Q1 		$19.9M Buy
434,860
+55,739
+15% +$2.57M 0.07% 290
2024
Q4 		$17.5M Buy
379,121
+43,777
+13% +$2.02M 0.06% 316
2024
Q3 		$15.4M Buy
335,344
+109,801
+49% +$5.05M 0.05% 354
2024
Q2 		$10.3M Buy
225,543
+37,212
+20% +$1.72M 0.04% 449
2024
Q1 		$8.7M Sell
188,331
-52,193
-22% -$2.41M 0.03% 509
2023
Q4 		$11.1M Sell
240,524
-69,333
-22% -$3.18M 0.05% 371
2023
Q3 		$14.2M Buy
309,857
+149,556
+93% +$6.82M 0.07% 290
2023
Q2 		$7.26M Sell
160,301
-41,402
-21% -$1.87M 0.03% 487
2023
Q1 		$9.13M Sell
201,703
-91,518
-31% -$4.15M 0.04% 401
2022
Q4 		$13.1M Sell
293,221
-51,296
-15% -$2.3M 0.07% 292
2022
Q3 		$15.2M Sell
344,517
-58,709
-15% -$2.65M 0.09% 233
2022
Q2 		$17.8M Buy
403,226
+27,577
+7% +$1.27M 0.1% 211
2022
Q1 		$17.7M Buy
375,649
+27,787
+8% +$1.32M 0.08% 241
2021
Q4 		$16.7M Buy
347,862
+18,796
+6% +$900K 0.07% 253
2021
Q3 		$15.7M Buy
329,066
+36,540
+12% +$1.75M 0.08% 252
2021
Q2 		$14M Buy
292,526
+78,136
+36% +$3.75M 0.07% 283
2021
Q1 		$10.3M Buy
214,390
+156,749
+272% +$7.52M 0.06% 330
2020
Q4 		$2.74M Sell
57,641
-9,503
-14% -$444K 0.02% 761
2020
Q3 		$3.09M Sell
67,144
-4,509
-6% -$208K 0.02% 610
2020
Q2 		$3.23M Sell
71,653
-1,690
-2% -$75.5K 0.02% 585
2020
Q1 		$3.06M Sell
73,343
-21,025
-22% -$964K 0.03% 516
2019
Q4 		$4.52M Buy
94,368
+2,541
+3% +$121K 0.03% 502
2019
Q3 		$4.35M Buy
91,827
+930
+1% +$44K 0.04% 470
2019
Q2 		$4.28M Sell
90,897
-5,740
-6% -$273K 0.04% 449
2019
Q1 		$4.55M Buy
96,637
+6,836
+8% +$322K 0.04% 399
2018
Q4 		$4.09M Buy
89,801
+25,655
+40% +$1.21M 0.05% 386
2018
Q3 		$3.08M Buy
64,146
+19,111
+42% +$917K 0.03% 516
2018
Q2 		$2.15M Sell
45,035
-18,920
-30% -$910K 0.02% 625
2018
Q1 		$3.08M Buy
63,955
+4,026
+7% +$194K 0.03% 481
2017
Q4 		$2.88M Buy
59,929
+8,192
+16% +$395K 0.03% 463
2017
Q3 		$2.49M Sell
51,737
-1,177
-2% -$57K 0.03% 466
2017
Q2 		$2.56M Buy
52,914
+7,577
+17% +$368K 0.04% 424
2017
Q1 		$2.19M Buy
45,337
+2,730
+6% +$133K 0.04% 418
2016
Q4 		$2.07M Buy
42,607
+27,115
+175% +$1.31M 0.04% 426
2016
Q3 		$751K Buy
15,492
+4,593
+42% +$222K 0.01% 820
2016
Q2 		$520K Buy
10,899
+1,134
+12% +$54.4K 0.01% 909
2016
Q1 		$464K Buy
9,765
+1,998
+26% +$93.7K 0.01% 936
2015
Q4 		$364K Buy
7,767
+1,616
+26% +$77.1K 0.01% 1027
2015
Q3 		$297K Buy
+6,151
New +$301K 0.01% 1025
2014
Q4 		– Sell
-11,695
Closed -$571K – 1414
2014
Q3 		$571K Buy
+11,695
New +$579K 0.02% 751

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

Cambridge Investment Research Advisors's FTSL Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Senior Loan Fund ETF (FTSL) stake by 31% in Q2 2026, buying an estimated $3.08M and bringing the position to 288,510 shares worth $12.9M. The position accounts for 0.03% of the portfolio, ranked #565.

Cambridge Investment Research Advisors first reported a position in FTSL in Q3 2014 and has held it in 45 quarters since. The position peaked at $19.9M in Q1 2025. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Cambridge Investment Research Advisors held 288,510 shares of First Trust Senior Loan Fund ETF worth $12.9M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 68,439 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $3.08M.
  • First Trust Senior Loan Fund ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #565 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Senior Loan Fund ETF in Q3 2014 and has held it in 45 quarters since.
  • Cambridge Investment Research Advisors's First Trust Senior Loan Fund ETF position peaked at $19.9M in Q1 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.