Zacks Investment Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Zacks Investment 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	$261K	Sell	5,825 -497	-8%	-$22.4K	﹤0.01%	626
2026 Q1	$283K	Hold	6,322	–	–	﹤0.01%	598
2025 Q4	$290K	Buy	6,322 +448	+8%	+$20.5K	﹤0.01%	593
2025 Q3	$269K	Buy	+5,874	New	+$270K	﹤0.01%	601
2023 Q2	–	Sell	-5,252	Closed	-$238K	–	673
2023 Q1	$238K	Buy	+5,252	New	+$238K	﹤0.01%	557

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

Zacks Investment Management's FTSL Position: Q2 2026 in Review

Zacks Investment Management reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 7.9% in Q2 2026, selling an estimated $22.4K and leaving 5,825 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Zacks Investment Management first reported a position in FTSL in Q1 2023 and has held it in 5 quarters since. The position peaked at $290K in Q4 2025. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Zacks Investment Management held 5,825 shares of First Trust Senior Loan Fund ETF worth $261K as of Q2 2026.
Zacks Investment Management sold 497 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $22.4K.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #626 holding.
Zacks Investment Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2023 and has held it in 5 quarters since.
Zacks Investment Management's First Trust Senior Loan Fund ETF position peaked at $290K in Q4 2025.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.