Integrated Advisors Network
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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
Q3 		$720K Sell
16,156
-4,800
-23% -$215K 0.03% 391
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fairvoy Private Wealth
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Integrated Advisors Network's FTSL Position: Q3 2026 in Review

Integrated Advisors Network reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 23% in Q3 2026, selling an estimated $215K and leaving 16,156 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #391.

Integrated Advisors Network first reported a position in FTSL in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.05M in Q3 2022. 215 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Integrated Advisors Network held 16,156 shares of First Trust Senior Loan Fund ETF worth $720K as of Q3 2026.
  • Integrated Advisors Network sold 4,800 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $215K.
  • First Trust Senior Loan Fund ETF made up 0.03% of Integrated Advisors Network's portfolio in Q3 2026, its #391 holding.
  • Integrated Advisors Network first reported a position in First Trust Senior Loan Fund ETF in Q2 2021 and has held it in 22 quarters since.
  • Integrated Advisors Network's First Trust Senior Loan Fund ETF position peaked at $5.05M in Q3 2022.
  • 215 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.