Triumph Capital Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Triumph Capital 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	$35.3K	Hold	788	–	–	0.01%	774
2026 Q1	$35.3K	Buy	788 +225	+40%	+$10.2K	0.01%	731
2025 Q4	$25.8K	Buy	+563	New	+$25.8K	0.01%	794
2023 Q4	–	Sell	-4,432	Closed	-$203K	–	230
2023 Q3	$203K	Sell	4,432 -341	-7%	-$15.6K	0.09%	206
2023 Q2	$216K	Sell	4,773 -248	-5%	-$11.2K	0.1%	197
2023 Q1	$227K	Buy	5,021 +214	+4%	+$9.71K	0.12%	166
2022 Q4	$214K	Sell	4,807 -19,395	-80%	-$869K	0.11%	180
2022 Q3	$1.07M	Sell	24,202 -5,327	-18%	-$240K	0.58%	40
2022 Q2	$1.3M	Buy	+29,529	New	+$1.36M	0.69%	37

Other funds holding FTSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triumph Capital Management's FTSL Position: Q2 2026 in Review

Triumph Capital Management held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q2 2026 at 788 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #774.

Triumph Capital Management first reported a position in FTSL in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.3M in Q2 2022. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Triumph Capital Management held 788 shares of First Trust Senior Loan Fund ETF worth $35.3K as of Q2 2026.
Triumph Capital Management left its First Trust Senior Loan Fund ETF share count unchanged in Q2 2026.
First Trust Senior Loan Fund ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #774 holding.
Triumph Capital Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2022 and has held it in 9 quarters since.
Triumph Capital Management's First Trust Senior Loan Fund ETF position peaked at $1.3M in Q2 2022.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.