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Sacks & Associates’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Sacks & Associates’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

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

Sacks & Associates's FTSL Position: Q2 2026 in Review

Sacks & Associates 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 first reported a position in FTSL in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Sacks & Associates held 104,910 shares of First Trust Senior Loan Fund ETF worth $4.7M as of Q2 2026.
  • Sacks & Associates 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's portfolio in Q2 2026, its #9 holding.
  • Sacks & Associates first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.