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TS Financial Group (TSFG)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

TS Financial Group (TSFG)’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 		– Sell
-140
Closed -$6K – 878
2026
Q1 		$6K Buy
140
+2
+1% +$91 ﹤0.01% 641
2025
Q4 		$6K Buy
138
+3
+2% +$138 ﹤0.01% 636
2025
Q3 		$6K Buy
+135
New +$6.21K ﹤0.01% 635
2024
Q3 		– Sell
-28
Closed -$1K – 802
2024
Q2 		$1K Hold
28
– – ﹤0.01% 720
2024
Q1 		$1K Sell
28
-1,565
-98% -$72.1K ﹤0.01% 718
2023
Q4 		$73K Sell
1,593
-128
-7% -$5.86K 0.02% 238
2023
Q3 		$79K Buy
1,721
+1,693
+6,046% +$77.2K 0.03% 231
2023
Q2 		$1K Hold
28
– – ﹤0.01% 919
2023
Q1 		$1K Hold
28
– – ﹤0.01% 892
2022
Q4 		$1K Hold
28
– – ﹤0.01% 910
2022
Q3 		$1K Hold
28
– – ﹤0.01% 882
2022
Q2 		$1K Hold
28
– – ﹤0.01% 902
2022
Q1 		$1K Hold
28
– – ﹤0.01% 864
2021
Q4 		$1K Hold
28
– – ﹤0.01% 830
2021
Q3 		$1K Hold
28
– – ﹤0.01% 816
2021
Q2 		$1K Hold
28
– – ﹤0.01% 819
2021
Q1 		$1K Hold
28
– – ﹤0.01% 723
2020
Q4 		$1K Hold
28
– – ﹤0.01% 836
2020
Q3 		$1K Hold
28
– – ﹤0.01% 754
2020
Q2 		$1K Hold
28
– – ﹤0.01% 752
2020
Q1 		$1K Hold
28
– – ﹤0.01% 702
2019
Q4 		$1K Sell
28
-46
-62% -$2.18K ﹤0.01% 720
2019
Q3 		$4K Hold
74
– – ﹤0.01% 553
2019
Q2 		$3K Hold
74
– – ﹤0.01% 567
2019
Q1 		$3K Buy
+74
New +$3.49K ﹤0.01% 543

Other funds holding FTSL

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TS Financial Group (TSFG)'s FTSL Position: Q2 2026 in Review

TS Financial Group (TSFG) sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 140 shares — an estimated $6K sold.

TS Financial Group (TSFG) first reported a position in FTSL in Q1 2019 and held it in 25 quarters. The position peaked at $79K in Q3 2023. 125 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • TS Financial Group (TSFG) reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 140 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $6K.
  • TS Financial Group (TSFG) first reported a position in First Trust Senior Loan Fund ETF in Q1 2019 and held it in 25 quarters.
  • TS Financial Group (TSFG)'s First Trust Senior Loan Fund ETF position peaked at $79K in Q3 2023.
  • 125 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.