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

TCFG 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
Q2 		$884K Sell
19,759
-2,563
-11% -$115K 0.3% 91
2026
Q1 		$1M Buy
+22,322
New +$1.01M 0.37% 62

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

TCFG Investment Advisors's FTSL Position: Q2 2026 in Review

TCFG Investment Advisors reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 11% in Q2 2026, selling an estimated $115K and leaving 19,759 shares worth $884K. The position accounts for 0.3% of the portfolio, ranked #91.

TCFG Investment Advisors first reported a position in FTSL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1M in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • TCFG Investment Advisors held 19,759 shares of First Trust Senior Loan Fund ETF worth $884K as of Q2 2026.
  • TCFG Investment Advisors sold 2,563 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $115K.
  • First Trust Senior Loan Fund ETF made up 0.3% of TCFG Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • TCFG Investment Advisors first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's First Trust Senior Loan Fund ETF position peaked at $1M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.