IFS
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Ifrah Financial Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Ifrah Financial Services’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 		$1.82M Buy
40,752
+268
+0.7% +$12K 0.46% 47
2026
Q2 		$1.81M Sell
40,484
-9,065
-18% -$408K 0.44% 50
2026
Q1 		$2.22M Sell
49,549
-1,863
-4% -$84.4K 0.59% 39
2025
Q4 		$2.36M Buy
51,412
+1,526
+3% +$70K 0.61% 37
2025
Q3 		$2.29M Sell
49,886
-535
-1% -$24.6K 0.59% 37
2025
Q2 		$2.31M Sell
50,421
-44
-0.1% -$2.01K 0.63% 35
2025
Q1 		$2.3M Buy
50,465
+2,367
+5% +$109K 0.66% 36
2024
Q4 		$2.22M Buy
48,098
+2,431
+5% +$112K 0.61% 37
2024
Q3 		$2.1M Buy
45,667
+756
+2% +$34.8K 0.57% 39
2024
Q2 		$2.05M Buy
44,911
+1,636
+4% +$75.4K 0.58% 38
2024
Q1 		$2M Buy
43,275
+1,021
+2% +$47.1K 0.56% 39
2023
Q4 		$1.95M Sell
42,254
-1,202
-3% -$55K 0.57% 39
2023
Q3 		$1.99M Buy
43,456
+78
+0.2% +$3.56K 0.62% 36
2023
Q2 		$1.97M Buy
43,378
+1,033
+2% +$46.6K 0.6% 38
2023
Q1 		$1.92M Buy
42,345
+592
+1% +$26.9K 0.61% 38
2022
Q4 		$1.86M Sell
41,753
-365
-0.9% -$16.4K 0.61% 40
2022
Q3 		$1.86M Buy
42,118
+20,481
+95% +$924K 0.64% 38
2022
Q2 		$954K Buy
+21,637
New +$996K 0.31% 68

Other funds holding FTSL

TPW
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
YAIA
Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return

Ifrah Financial Services's FTSL Position: Q3 2026 in Review

Ifrah Financial Services increased its First Trust Senior Loan Fund ETF (FTSL) stake by 0.66% in Q3 2026, buying an estimated $12K and bringing the position to 40,752 shares worth $1.82M. The position accounts for 0.46% of the portfolio, ranked #47.

Ifrah Financial Services first reported a position in FTSL in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.36M in Q4 2025. 30 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Ifrah Financial Services held 40,752 shares of First Trust Senior Loan Fund ETF worth $1.82M as of Q3 2026.
  • Ifrah Financial Services bought 268 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $12K.
  • First Trust Senior Loan Fund ETF made up 0.46% of Ifrah Financial Services's portfolio in Q3 2026, its #47 holding.
  • Ifrah Financial Services first reported a position in First Trust Senior Loan Fund ETF in Q2 2022 and has held it in 18 quarters since.
  • Ifrah Financial Services's First Trust Senior Loan Fund ETF position peaked at $2.36M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Ifrah Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.