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

Integrated Advisors Network’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 		$938K Sell
20,956
-20,171
-49% -$908K 0.04% 334
2026
Q1 		$1.84M Sell
41,127
-19,193
-32% -$870K 0.1% 210
2025
Q4 		$2.77M Sell
60,320
-9,185
-13% -$421K 0.12% 183
2025
Q3 		$3.19M Buy
69,505
+251
+0.4% +$11.5K 0.13% 172
2025
Q2 		$3.18M Buy
69,254
+1,975
+3% +$90.2K 0.14% 171
2025
Q1 		$3.07M Buy
67,279
+3,313
+5% +$153K 0.15% 148
2024
Q4 		$2.96M Sell
63,966
-3,490
-5% -$161K 0.14% 161
2024
Q3 		$3.1M Sell
67,456
-9,515
-12% -$437K 0.15% 169
2024
Q2 		$3.52M Sell
76,971
-823
-1% -$37.9K 0.18% 146
2024
Q1 		$3.59M Buy
77,794
+703
+0.9% +$32.4K 0.18% 150
2023
Q4 		$3.55M Sell
77,091
-18,444
-19% -$845K 0.2% 144
2023
Q3 		$4.37M Buy
95,535
+2,236
+2% +$102K 0.27% 96
2023
Q2 		$4.23M Buy
93,299
+1,362
+1% +$61.5K 0.24% 109
2023
Q1 		$4.16M Buy
91,937
+1,942
+2% +$88.2K 0.25% 105
2022
Q4 		$4.01M Sell
89,995
-24,633
-21% -$1.1M 0.26% 113
2022
Q3 		$5.05M Buy
114,628
+10,258
+10% +$463K 0.34% 69
2022
Q2 		$4.6M Buy
104,370
+15,992
+18% +$736K 0.3% 92
2022
Q1 		$4.16M Buy
88,378
+10,707
+14% +$508K 0.24% 105
2021
Q4 		$3.72M Buy
77,671
+27,317
+54% +$1.31M 0.22% 118
2021
Q3 		$2.41M Buy
50,354
+38,786
+335% +$1.86M 0.16% 153
2021
Q2 		$555K Buy
+11,568
New +$555K 0.04% 338

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

Integrated Advisors Network's FTSL Position: Q2 2026 in Review

Integrated Advisors Network reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 49% in Q2 2026, selling an estimated $908K and leaving 20,956 shares worth $938K. The position accounts for 0.04% of the portfolio, ranked #334.

Integrated Advisors Network first reported a position in FTSL in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.05M in Q3 2022. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Integrated Advisors Network held 20,956 shares of First Trust Senior Loan Fund ETF worth $938K as of Q2 2026.
  • Integrated Advisors Network sold 20,171 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $908K.
  • First Trust Senior Loan Fund ETF made up 0.04% of Integrated Advisors Network's portfolio in Q2 2026, its #334 holding.
  • Integrated Advisors Network first reported a position in First Trust Senior Loan Fund ETF in Q2 2021 and has held it in 21 quarters since.
  • Integrated Advisors Network's First Trust Senior Loan Fund ETF position peaked at $5.05M in Q3 2022.
  • 304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.