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Investors Research Corp’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Investors Research Corp’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 		$1.28M Sell
28,618
-728
-2% -$32.8K 0.23% 72
2026
Q1 		$1.31M Sell
29,346
-193
-0.7% -$8.74K 0.25% 70
2025
Q4 		$1.36M Sell
29,539
-372
-1% -$17.1K 0.25% 72
2025
Q3 		$1.37M Hold
29,911
– – 0.25% 73
2025
Q2 		$1.37M Sell
29,911
-375
-1% -$17.1K 0.27% 69
2025
Q1 		$1.38M Sell
30,286
-108
-0.4% -$4.98K 0.3% 62
2024
Q4 		$1.41M Sell
30,394
-825
-3% -$38.1K 0.31% 60
2024
Q3 		$1.43M Sell
31,219
-29
-0.1% -$1.33K 0.31% 61
2024
Q2 		$1.43M Sell
31,248
-101
-0.3% -$4.66K 0.33% 59
2024
Q1 		$1.45M Sell
31,349
-705
-2% -$32.5K 0.34% 58
2023
Q4 		$1.48M Hold
32,054
– – 0.36% 58
2023
Q3 		$1.47M Sell
32,054
-3,147
-9% -$144K 0.38% 54
2023
Q2 		$1.59M Sell
35,201
-225
-0.6% -$10.2K 0.4% 45
2023
Q1 		$1.6M Sell
35,426
-12
-0% -$545 0.42% 45
2022
Q4 		$1.58M Sell
35,438
-217
-0.6% -$9.72K 0.43% 46
2022
Q3 		$1.57M Sell
35,655
-211
-0.6% -$9.52K 0.48% 39
2022
Q2 		$1.58M Sell
35,866
-527
-1% -$24.2K 0.48% 42
2022
Q1 		$1.71M Sell
36,393
-250
-0.7% -$11.9K 0.48% 42
2021
Q4 		$1.76M Buy
36,643
+151
+0.4% +$7.23K 0.53% 43
2021
Q3 		$1.75M Buy
36,492
+2,930
+9% +$140K 0.59% 41
2021
Q2 		$1.61M Buy
33,562
+7,802
+30% +$374K 0.56% 43
2021
Q1 		$1.23M Buy
25,760
+7,887
+44% +$379K 0.46% 60
2020
Q4 		$851K Buy
17,873
+11,421
+177% +$534K 0.33% 96
2020
Q3 		$297K Buy
+6,452
New +$298K 0.14% 212

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

Investors Research Corp's FTSL Position: Q2 2026 in Review

Investors Research Corp reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 2.5% in Q2 2026, selling an estimated $32.8K and leaving 28,618 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #72.

Investors Research Corp first reported a position in FTSL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.76M in Q4 2021. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Investors Research Corp held 28,618 shares of First Trust Senior Loan Fund ETF worth $1.28M as of Q2 2026.
  • Investors Research Corp sold 728 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $32.8K.
  • First Trust Senior Loan Fund ETF made up 0.23% of Investors Research Corp's portfolio in Q2 2026, its #72 holding.
  • Investors Research Corp first reported a position in First Trust Senior Loan Fund ETF in Q3 2020 and has held it in 24 quarters since.
  • Investors Research Corp's First Trust Senior Loan Fund ETF position peaked at $1.76M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.