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

Insight 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
2025
Q3 		– Sell
-4,729
Closed -$217K – 293
2025
Q2 		$217K Sell
4,729
-174
-4% -$7.95K 0.03% 263
2025
Q1 		$224K Buy
4,903
+370
+8% +$17.1K 0.04% 258
2024
Q4 		$210K Sell
4,533
-150
-3% -$6.93K 0.04% 278
2024
Q3 		$215K Sell
4,683
-1,510
-24% -$69.4K 0.04% 282
2024
Q2 		$283K Sell
6,193
-1,000
-14% -$46.1K 0.05% 236
2024
Q1 		$332K Sell
7,193
-100
-1% -$4.61K 0.06% 219
2023
Q4 		$336K Sell
7,293
-35
-0.5% -$1.6K 0.07% 198
2023
Q3 		$335K Sell
7,328
-503
-6% -$23K 0.08% 193
2023
Q2 		$355K Sell
7,831
-131
-2% -$5.91K 0.08% 186
2023
Q1 		$360K Sell
7,962
-47,556
-86% -$2.16M 0.08% 200
2022
Q4 		$2.49M Sell
55,518
-2,037
-4% -$91.3K 0.87% 23
2022
Q3 		$2.54M Sell
57,555
-4,165
-7% -$188K 1% 22
2022
Q2 		$2.8M Sell
61,720
-13,173
-18% -$606K 0.95% 20
2022
Q1 		$3.52M Sell
74,893
-331
-0.4% -$15.7K 1.06% 18
2021
Q4 		$3.6M Buy
75,224
+17,509
+30% +$838K 1.06% 19
2021
Q3 		$2.77M Buy
57,715
+4,606
+9% +$221K 0.83% 22
2021
Q2 		$2.54M Buy
53,109
+19,733
+59% +$947K 0.8% 25
2021
Q1 		$1.6M Buy
33,376
+25,729
+336% +$1.24M 0.51% 48
2020
Q4 		$364K Buy
+7,647
New +$357K 0.14% 180

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Insight Advisors's FTSL Position: Q3 2025 in Review

Insight Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q3 2025, closing a stake of 4,729 shares — an estimated $217K sold.

Insight Advisors first reported a position in FTSL in Q4 2020 and held it in 19 quarters. The position peaked at $3.6M in Q4 2021. 316 funds tracked by Wall St. Rank hold FTSL as of Q3 2025.

  • Insight Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Insight Advisors sold 4,729 First Trust Senior Loan Fund ETF shares in Q3 2025, an estimated $217K.
  • Insight Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and held it in 19 quarters.
  • Insight Advisors's First Trust Senior Loan Fund ETF position peaked at $3.6M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2025.

Based on Insight Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.