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

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 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. 73 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.
  • 73 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.