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 Q3	$20K	Sell	443 -449	-50%	-$20.1K	﹤0.01%	1227
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

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fairway Financial Casselberry, Florida $160M AUM 10.84% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

CX Institutional's FTSL Position: Q3 2026 in Review

CX Institutional reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 50% in Q3 2026, selling an estimated $20.1K and leaving 443 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

CX Institutional first reported a position in FTSL in Q3 2025 and has held it in 5 quarters since. The position peaked at $149K in Q3 2025. 78 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

CX Institutional held 443 shares of First Trust Senior Loan Fund ETF worth $20K as of Q3 2026.
CX Institutional sold 449 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $20.1K.
First Trust Senior Loan Fund ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1227 holding.
CX Institutional first reported a position in First Trust Senior Loan Fund ETF in Q3 2025 and has held it in 5 quarters since.
CX Institutional's First Trust Senior Loan Fund ETF position peaked at $149K in Q3 2025.
78 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.