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Marshall Investment Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Marshall Investment Management’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 		$6.51K Buy
146
+3
+2% +$135 ﹤0.01% 252
2026
Q1 		$6.42K Buy
+143
New +$6.48K ﹤0.01% 210
2025
Q2 		– Sell
-138
Closed -$6.29K – 96
2025
Q1 		$6.29K Buy
+138
New +$6.37K ﹤0.01% 177

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

Marshall Investment Management's FTSL Position: Q2 2026 in Review

Marshall Investment Management increased its First Trust Senior Loan Fund ETF (FTSL) stake by 2.1% in Q2 2026, buying an estimated $135 and bringing the position to 146 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Marshall Investment Management first reported a position in FTSL in Q1 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Marshall Investment Management held 146 shares of First Trust Senior Loan Fund ETF worth $6.51K as of Q2 2026.
  • Marshall Investment Management bought 3 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $135.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #252 holding.
  • Marshall Investment Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.