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SACKS & ASSOCIATES, LLC’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$4.7M Buy
104,910
+1,115
+1% +$50.2K 3.17% 9
2026
Q1 		$4.65M Buy
103,795
+9,272
+10% +$420K 3.46% 7
2025
Q4 		$4.34M Buy
+94,523
New +$4.33M 3.19% 8

Other funds holding FTSL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's FTSL Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.1% in Q2 2026, buying an estimated $50.2K and bringing the position to 104,910 shares worth $4.7M. The position accounts for 3.17% of the portfolio, ranked #9.

SACKS & ASSOCIATES, LLC first reported a position in FTSL in Q4 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 104,910 shares of First Trust Senior Loan Fund ETF worth $4.7M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 1,115 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $50.2K.
  • First Trust Senior Loan Fund ETF made up 3.17% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #9 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.