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Rhodes Investment Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Rhodes Investment Advisors’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 		$289K Buy
6,475
+1,000
+18% +$44.9K 0.2% 94
2026
Q2 		$245K Sell
5,475
-125
-2% -$5.63K 0.18% 105
2026
Q1 		$251K Sell
5,600
-550
-9% -$24.9K 0.22% 96
2025
Q4 		$282K Buy
+6,150
New +$282K 0.23% 87

Other funds holding FTSL

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Rhodes Investment Advisors's FTSL Position: Q3 2026 in Review

Rhodes Investment Advisors increased its First Trust Senior Loan Fund ETF (FTSL) stake by 18% in Q3 2026, buying an estimated $44.9K and bringing the position to 6,475 shares worth $289K. The position accounts for 0.2% of the portfolio, ranked #94.

Rhodes Investment Advisors first reported a position in FTSL in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Rhodes Investment Advisors held 6,475 shares of First Trust Senior Loan Fund ETF worth $289K as of Q3 2026.
  • Rhodes Investment Advisors bought 1,000 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $44.9K.
  • First Trust Senior Loan Fund ETF made up 0.2% of Rhodes Investment Advisors's portfolio in Q3 2026, its #94 holding.
  • Rhodes Investment Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.