CI
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CX Institutional’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

CX Institutional’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 		$40K Sell
892
-417
-32% -$18.8K ﹤0.01% 1019
2026
Q1 		$59K Buy
1,309
+31
+2% +$1.4K ﹤0.01% 945
2025
Q4 		$59K Sell
1,278
-1,983
-61% -$90.9K ﹤0.01% 947
2025
Q3 		$149K Buy
+3,261
New +$150K ﹤0.01% 762

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

CX Institutional's FTSL Position: Q2 2026 in Review

CX Institutional reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 32% in Q2 2026, selling an estimated $18.8K and leaving 892 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

CX Institutional first reported a position in FTSL in Q3 2025 and has held it in 4 quarters since. The position peaked at $149K in Q3 2025. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • CX Institutional held 892 shares of First Trust Senior Loan Fund ETF worth $40K as of Q2 2026.
  • CX Institutional sold 417 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $18.8K.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1019 holding.
  • CX Institutional first reported a position in First Trust Senior Loan Fund ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's First Trust Senior Loan Fund ETF position peaked at $149K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.