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 Q3	$35.1K	Hold	788	–	–	0.01%	799
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%	+$9.7K	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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Hikari Tsushin Inc Tokyo, Japan $1.49B AUM 7.87% 1-Year Est. Return

Triumph Capital Management's FTSL Position: Q3 2026 in Review

Triumph Capital Management held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q3 2026 at 788 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #799.

Triumph Capital Management first reported a position in FTSL in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.3M in Q2 2022. 283 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

Triumph Capital Management held 788 shares of First Trust Senior Loan Fund ETF worth $35.1K as of Q3 2026.
Triumph Capital Management left its First Trust Senior Loan Fund ETF share count unchanged in Q3 2026.
First Trust Senior Loan Fund ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #799 holding.
Triumph Capital Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2022 and has held it in 10 quarters since.
Triumph Capital Management's First Trust Senior Loan Fund ETF position peaked at $1.3M in Q2 2022.
283 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.