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IFP Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

IFP Advisors’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 		$303K Sell
6,774
-15,963
-70% -$718K 0.01% 1284
2026
Q1 		$1.02M Sell
22,737
-1,836
-7% -$83.2K 0.02% 680
2025
Q4 		$1.13M Buy
24,573
+343
+1% +$15.7K 0.03% 604
2025
Q3 		$1.11M Buy
24,230
+4,597
+23% +$211K 0.03% 563
2025
Q2 		$901K Buy
19,633
+766
+4% +$35K 0.03% 613
2025
Q1 		$861K Sell
18,867
-4,896
-21% -$226K 0.03% 597
2024
Q4 		$1.1M Buy
23,763
+14
+0.1% +$647 0.04% 504
2024
Q3 		$1.09M Buy
23,749
+12,967
+120% +$596K 0.04% 459
2024
Q2 		$493K Buy
10,782
+508
+5% +$23.4K 0.02% 663
2024
Q1 		$475K Buy
10,274
+3,106
+43% +$143K 0.02% 626
2023
Q4 		$330K Sell
7,168
-5,141
-42% -$235K 0.02% 728
2023
Q3 		$563K Sell
12,309
-186
-1% -$8.49K 0.03% 551
2023
Q2 		$566K Buy
12,495
+1,091
+10% +$49.2K 0.02% 609
2023
Q1 		$546K Sell
11,404
-49,056
-81% -$2.23M 0.02% 576
2022
Q4 		$2.9M Buy
60,460
+6,177
+11% +$277K 0.08% 268
2022
Q3 		$2.63M Buy
54,283
+3,227
+6% +$146K 0.07% 314
2022
Q2 		$2.45M Hold
51,056
– – 0.08% 299
2022
Q1 		$2.45M Buy
51,056
+18,176
+55% +$863K 0.08% 299
2021
Q4 		$1.58M Sell
32,880
-563
-2% -$26.9K 0.03% 310
2021
Q3 		$1.6M Buy
33,443
+27,613
+474% +$1.32M 0.03% 305
2021
Q2 		$280K Buy
5,830
+368
+7% +$17.7K 0.01% 749
2021
Q1 		$261K Sell
5,462
-112
-2% -$5.38K 0.01% 722
2020
Q4 		$265K Sell
5,574
-2,820
-34% -$132K 0.01% 704
2020
Q3 		$386K Sell
8,394
-389
-4% -$17.9K 0.02% 499
2020
Q2 		$394K Buy
8,783
+1,050
+14% +$46.9K 0.03% 463
2020
Q1 		$316K Buy
7,733
+5,198
+205% +$238K 0.03% 444
2019
Q4 		$121K Sell
2,535
-28,992
-92% -$1.38M 0.01% 854
2019
Q3 		$1.49M Buy
+31,527
New +$1.49M 0.1% 228
2019
Q1 		$625K Sell
13,296
-2,838
-18% -$134K 0.09% 245
2018
Q4 		$733K Sell
16,134
-7,283
-31% -$345K 0.04% 429
2018
Q3 		$1.13M Sell
23,417
-1,221
-5% -$58.6K 0.05% 399
2018
Q2 		$1.18M Buy
24,638
+3,081
+14% +$148K 0.05% 373
2018
Q1 		$1.04M Hold
21,557
– – 0.05% 384
2017
Q4 		$1.04M Sell
21,557
-938
-4% -$45.2K 0.05% 383
2017
Q3 		$1.08M Sell
22,495
-25,879
-53% -$1.25M 0.04% 422
2017
Q2 		$2.34M Sell
48,374
-27,197
-36% -$1.32M 0.1% 226
2017
Q1 		$3.66M Buy
75,571
+7,470
+11% +$363K 0.16% 142
2016
Q4 		$3.31M Buy
68,101
+22,773
+50% +$1.1M 0.16% 146
2016
Q3 		$2.2M Buy
45,328
+2,244
+5% +$108K 0.11% 201
2016
Q2 		$2.06M Buy
43,084
+29,788
+224% +$1.43M 0.11% 204
2016
Q1 		$625K Buy
13,296
+3,768
+40% +$177K 0.09% 245
2015
Q4 		$447K Buy
+9,528
New +$455K 0.03% 528

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

IFP Advisors's FTSL Position: Q2 2026 in Review

IFP Advisors reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 70% in Q2 2026, selling an estimated $718K and leaving 6,774 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #1284.

IFP Advisors first reported a position in FTSL in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.66M in Q1 2017. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • IFP Advisors held 6,774 shares of First Trust Senior Loan Fund ETF worth $303K as of Q2 2026.
  • IFP Advisors sold 15,963 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $718K.
  • First Trust Senior Loan Fund ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1284 holding.
  • IFP Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's First Trust Senior Loan Fund ETF position peaked at $3.66M in Q1 2017.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.