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Chicago Partners Investment Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Chicago Partners Investment Group’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 		$6.29M Buy
140,891
+860
+0.6% +$38.7K 0.13% 139
2026
Q1 		$6.31M Buy
140,031
+1,698
+1% +$76.9K 0.14% 124
2025
Q4 		$6.34M Sell
138,333
-11,125
-7% -$510K 0.16% 126
2025
Q3 		$6.84M Sell
149,458
-1,362
-0.9% -$62.7K 0.18% 111
2025
Q2 		$6.93M Sell
150,820
-4,840
-3% -$221K 0.2% 102
2025
Q1 		$7.11M Buy
155,660
+3,816
+3% +$176K 0.24% 90
2024
Q4 		$7.04M Sell
151,844
-11
-0% -$508 0.23% 87
2024
Q3 		$6.97M Buy
151,855
+8,656
+6% +$398K 0.25% 84
2024
Q2 		$6.58M Buy
143,199
+5,776
+4% +$266K 0.25% 86
2024
Q1 		$6.33M Buy
137,423
+8,818
+7% +$407K 0.27% 82
2023
Q4 		$5.89M Buy
128,605
+10,459
+9% +$479K 0.27% 83
2023
Q3 		$5.41M Buy
118,146
+1,565
+1% +$71.4K 0.29% 76
2023
Q2 		$5.3M Buy
116,581
+7,034
+6% +$318K 0.28% 82
2023
Q1 		$4.95M Buy
109,547
+6,579
+6% +$299K 0.29% 80
2022
Q4 		$4.72M Buy
102,968
+21,307
+26% +$955K 0.29% 77
2022
Q3 		$3.68M Buy
81,661
+49,930
+157% +$2.25M 0.26% 86
2022
Q2 		$1.44M Buy
+31,731
New +$1.46M 0.1% 177

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

Chicago Partners Investment Group's FTSL Position: Q2 2026 in Review

Chicago Partners Investment Group increased its First Trust Senior Loan Fund ETF (FTSL) stake by 0.61% in Q2 2026, buying an estimated $38.7K and bringing the position to 140,891 shares worth $6.29M. The position accounts for 0.13% of the portfolio, ranked #139.

Chicago Partners Investment Group first reported a position in FTSL in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.11M in Q1 2025. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Chicago Partners Investment Group held 140,891 shares of First Trust Senior Loan Fund ETF worth $6.29M as of Q2 2026.
  • Chicago Partners Investment Group bought 860 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $38.7K.
  • First Trust Senior Loan Fund ETF made up 0.13% of Chicago Partners Investment Group's portfolio in Q2 2026, its #139 holding.
  • Chicago Partners Investment Group first reported a position in First Trust Senior Loan Fund ETF in Q2 2022 and has held it in 17 quarters since.
  • Chicago Partners Investment Group's First Trust Senior Loan Fund ETF position peaked at $7.11M in Q1 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.