Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Cetera Investment Advisers’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
Q1 		$19.5M Sell
436,318
-863
-0.2% -$39.1K 0.02% 690
2025
Q4 		$20.1M Buy
437,181
+108,169
+33% +$4.96M 0.02% 667
2025
Q3 		$15.1M Sell
329,012
-47,399
-13% -$2.18M 0.02% 771
2025
Q2 		$17.3M Sell
376,411
-48,202
-11% -$2.2M 0.03% 579
2025
Q1 		$19.4M Buy
424,613
+159,525
+60% +$7.36M 0.04% 479
2024
Q4 		$12.3M Sell
265,088
-22,627
-8% -$1.05M 0.03% 627
2024
Q3 		$13.2M Sell
287,715
-40,639
-12% -$1.87M 0.03% 582
2024
Q2 		$15M Buy
328,354
+5,312
+2% +$245K 0.03% 495
2024
Q1 		$14.9M Buy
323,042
+261,397
+424% +$12.1M 0.04% 499
2023
Q4 		$2.84M Buy
61,645
+2,700
+5% +$124K 0.02% 646
2023
Q3 		$2.7M Buy
58,945
+1,780
+3% +$81.2K 0.02% 631
2023
Q2 		$2.59M Buy
57,165
+2,523
+5% +$114K 0.02% 661
2023
Q1 		$2.47M Buy
54,642
+2,917
+6% +$132K 0.02% 662
2022
Q4 		$2.31M Buy
51,725
+3,099
+6% +$139K 0.02% 649
2022
Q3 		$2.14M Sell
48,626
-594,613
-92% -$26.8M 0.04% 432
2022
Q2 		$28.4M Sell
643,239
-2,595
-0.4% -$119K 0.45% 36
2022
Q1 		$30.4M Buy
645,834
+184,448
+40% +$8.76M 0.44% 35
2021
Q4 		$22.1M Buy
461,386
+8,450
+2% +$404K 0.32% 55
2021
Q3 		$21.7M Buy
452,936
+80,167
+22% +$3.84M 0.34% 52
2021
Q2 		$17.9M Buy
372,769
+325,230
+684% +$15.6M 0.29% 73
2021
Q1 		$2.28M Buy
47,539
+18,209
+62% +$874K 0.04% 389
2020
Q4 		$1.4M Buy
29,330
+24,413
+497% +$1.14M 0.03% 554
2020
Q3 		$226K Sell
4,917
-172
-3% -$7.93K 0.02% 559
2020
Q2 		$230K Sell
5,089
-316
-6% -$14.1K 0.02% 544
2020
Q1 		$226K Sell
5,405
-2,989
-36% -$137K 0.03% 466
2019
Q4 		$404K Sell
8,394
-1,093
-12% -$51.9K 0.04% 381
2019
Q3 		$450K Sell
9,487
-564
-6% -$26.7K 0.05% 323
2019
Q2 		$474K Sell
10,051
-704
-7% -$33.5K 0.06% 305
2019
Q1 		$505K Buy
10,755
+3,220
+43% +$152K 0.07% 276
2018
Q4 		$344K Buy
7,535
+2,993
+66% +$142K 0.06% 317
2018
Q3 		$219K Buy
+4,542
New +$218K 0.03% 440
2017
Q4 		– Sell
-16,294
Closed -$787K – 414
2017
Q3 		$787K Buy
16,294
+3,740
+30% +$181K 0.17% 167
2017
Q2 		$609K Buy
12,554
+1,406
+13% +$68.2K 0.15% 180
2017
Q1 		$542K Buy
+11,148
New +$541K 0.15% 178

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers's FTSL Position: Q1 2026 in Review

Cetera Investment Advisers reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 0.2% in Q1 2026, selling an estimated $39.1K and leaving 436,318 shares worth $19.5M. The position accounts for 0.02% of the portfolio, ranked #690.

Cetera Investment Advisers first reported a position in FTSL in Q1 2017 and has held it in 34 quarters since. The position peaked at $30.4M in Q1 2022. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

  • Cetera Investment Advisers held 436,318 shares of First Trust Senior Loan Fund ETF worth $19.5M as of Q1 2026.
  • Cetera Investment Advisers sold 863 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $39.1K.
  • First Trust Senior Loan Fund ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #690 holding.
  • Cetera Investment Advisers first reported a position in First Trust Senior Loan Fund ETF in Q1 2017 and has held it in 34 quarters since.
  • Cetera Investment Advisers's First Trust Senior Loan Fund ETF position peaked at $30.4M in Q1 2022.
  • 304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.