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Columbia Advisory Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Columbia Advisory Partners’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 		$278K Buy
6,221
+32
+0.5% +$1.44K 0.15% 82
2026
Q1 		$277K Sell
6,189
-395
-6% -$17.9K 0.18% 76
2025
Q4 		$302K Sell
6,584
-1,658
-20% -$76K 0.21% 67
2025
Q3 		$378K Buy
8,242
+244
+3% +$11.2K 0.26% 55
2025
Q2 		$367K Sell
7,998
-93
-1% -$4.25K 0.28% 56
2025
Q1 		$369K Buy
8,091
+1,114
+16% +$51.4K 0.32% 46
2024
Q4 		$323K Hold
6,977
– – 0.3% 50
2024
Q3 		$320K Buy
6,977
+309
+5% +$14.2K 0.3% 41
2024
Q2 		$305K Sell
6,668
-612
-8% -$28.2K 0.3% 41
2024
Q1 		$336K Sell
7,280
-50
-0.7% -$2.31K 0.34% 36
2023
Q4 		$338K Sell
7,330
-787
-10% -$36K 0.35% 40
2023
Q3 		$371K Sell
8,117
-653
-7% -$29.8K 0.4% 41
2023
Q2 		$397K Sell
8,770
-3
-0% -$135 0.42% 36
2023
Q1 		$397K Sell
8,773
-765
-8% -$34.7K 0.37% 39
2022
Q4 		$425K Sell
9,538
-1,907
-17% -$85.5K 0.41% 33
2022
Q3 		$504K Sell
11,445
-185
-2% -$8.35K 0.61% 18
2022
Q2 		$513K Buy
11,630
+5,523
+90% +$254K 0.59% 19
2022
Q1 		$287K Sell
6,107
-773
-11% -$36.7K 0.29% 33
2021
Q4 		$330K Buy
+6,880
New +$329K 0.33% 24

Other funds holding FTSL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Columbia Advisory Partners's FTSL Position: Q2 2026 in Review

Columbia Advisory Partners increased its First Trust Senior Loan Fund ETF (FTSL) stake by 0.52% in Q2 2026, buying an estimated $1.44K and bringing the position to 6,221 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #82.

Columbia Advisory Partners first reported a position in FTSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $513K in Q2 2022. 161 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Columbia Advisory Partners held 6,221 shares of First Trust Senior Loan Fund ETF worth $278K as of Q2 2026.
  • Columbia Advisory Partners bought 32 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $1.44K.
  • First Trust Senior Loan Fund ETF made up 0.15% of Columbia Advisory Partners's portfolio in Q2 2026, its #82 holding.
  • Columbia Advisory Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and has held it in 19 quarters since.
  • Columbia Advisory Partners's First Trust Senior Loan Fund ETF position peaked at $513K in Q2 2022.
  • 161 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.