IHT Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $209K | Sell |
4,676
-21
| -0.4% | -$945 | ﹤0.01% | 1168 |
|
|
2026
Q1 | $210K | Buy |
4,697
+18
| +0.4% | +$815 | ﹤0.01% | 1172 |
|
|
2025
Q4 | $215K | Buy |
4,679
+18
| +0.4% | +$825 | 0.01% | 1106 |
|
|
2025
Q3 | $214K | Buy |
4,661
+19
| +0.4% | +$874 | 0.01% | 1095 |
|
|
2025
Q2 | $213K | Sell |
4,642
-7
| -0.2% | -$320 | 0.01% | 1057 |
|
|
2025
Q1 | $212K | Sell |
4,649
-93
| -2% | -$4.29K | 0.01% | 1006 |
|
|
2024
Q4 | $219K | Buy |
+4,742
| New | +$219K | 0.01% | 988 |
|
|
2024
Q3 | – | Sell |
-6,484
| Closed | -$296K | – | 1162 |
|
|
2024
Q2 | $296K | Buy |
+6,484
| New | +$299K | 0.01% | 804 |
|
|
2024
Q1 | – | Sell |
-5,628
| Closed | -$259K | – | 1031 |
|
|
2023
Q4 | $259K | Sell |
5,628
-242
| -4% | -$11.1K | 0.01% | 821 |
|
|
2023
Q3 | $269K | Sell |
5,870
-261
| -4% | -$11.9K | 0.01% | 775 |
|
|
2023
Q2 | $278K | Buy |
6,131
+384
| +7% | +$17.3K | 0.01% | 754 |
|
|
2023
Q1 | $260K | Sell |
5,747
-66,505
| -92% | -$3.02M | 0.01% | 748 |
|
|
2022
Q4 | $3.22M | Buy |
72,252
+30,083
| +71% | +$1.35M | 0.2% | 114 |
|
|
2022
Q3 | $1.86M | Buy |
42,169
+694
| +2% | +$31.3K | 0.14% | 166 |
|
|
2022
Q2 | $1.83M | Buy |
41,475
+1,141
| +3% | +$52.5K | 0.16% | 143 |
|
|
2022
Q1 | $1.9M | Buy |
40,334
+32,071
| +388% | +$1.52M | 0.14% | 148 |
|
|
2021
Q4 | $396K | Buy |
8,263
+1,136
| +16% | +$54.4K | 0.03% | 505 |
|
|
2021
Q3 | $341K | Buy |
7,127
+12
| +0.2% | +$575 | 0.03% | 550 |
|
|
2021
Q2 | $342K | Sell |
7,115
-1,770
| -20% | -$84.9K | 0.02% | 654 |
|
|
2021
Q1 | $426K | Buy |
8,885
+2,480
| +39% | +$119K | 0.03% | 511 |
|
|
2020
Q4 | $305K | Buy |
+6,405
| New | +$299K | 0.03% | 558 |
|
|
2019
Q4 | – | Sell |
-4,707
| Closed | -$223K | – | 634 |
|
|
2019
Q3 | $223K | Sell |
4,707
-6,020
| -56% | -$285K | 0.03% | 510 |
|
|
2019
Q2 | $505K | Sell |
10,727
-8,130
| -43% | -$387K | 0.07% | 282 |
|
|
2019
Q1 | $888K | Sell |
18,857
-6,460
| -26% | -$305K | 0.15% | 169 |
|
|
2018
Q4 | $1.15M | Buy |
25,317
+12,158
| +92% | +$576K | 0.22% | 115 |
|
|
2018
Q3 | $632K | Buy |
+13,159
| New | +$632K | 0.14% | 188 |
|
|
2018
Q2 | – | Sell |
-2,545
| Closed | -$122K | – | 773 |
|
|
2018
Q1 | $122K | Hold |
2,545
| – | – | 0.03% | 438 |
|
|
2017
Q4 | $123K | Sell |
2,545
-730
| -22% | -$35.2K | 0.03% | 444 |
|
|
2017
Q3 | $158K | Sell |
3,275
-1,137
| -26% | -$55K | 0.07% | 292 |
|
|
2017
Q2 | $23K | Buy |
4,412
+2
| +0% | +$97 | 0.01% | 735 |
|
|
2017
Q1 | $140K | Buy |
4,410
+2,650
| +151% | +$129K | 0.09% | 234 |
|
|
2016
Q4 | $85K | Buy |
+1,760
| New | +$85.2K | 0.06% | 293 |
|
Other funds holding FTSL
OCM
IHT Wealth Management's FTSL Position: Q2 2026 in Review
IHT Wealth Management reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 0.45% in Q2 2026, selling an estimated $945 and leaving 4,676 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.
IHT Wealth Management first reported a position in FTSL in Q4 2016 and has held it in 32 quarters since. The position peaked at $3.22M in Q4 2022. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.
- IHT Wealth Management held 4,676 shares of First Trust Senior Loan Fund ETF worth $209K as of Q2 2026.
- IHT Wealth Management sold 21 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $945.
- First Trust Senior Loan Fund ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1168 holding.
- IHT Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2016 and has held it in 32 quarters since.
- IHT Wealth Management's First Trust Senior Loan Fund ETF position peaked at $3.22M in Q4 2022.
- 301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.