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First Tr Exchange Traded Fd senior ln shares owned by Sacks & Associates

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Sacks & Associates from 13F filings

Historical chart of Sacks & Associates investment in First Tr Exchange Traded Fd senior ln

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd senior ln held by Sacks & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd senior ln by Sacks & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.7M 105k 44.84
2026-03-31 $4.7M 104k 44.80
2025-12-31 $4.3M 95k 45.88

More positions owned by Sacks & Associates

Ishares Tr S&p 500 Val Etf (IVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Spdr Series Trust St Str Blo 1 Etf (BIL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr Series Trust St Str Sp400val (MDYV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Spdr Series Trust ST STR SP400GRW (MDYG)

View all positions for Sacks & Associates

Top funds holding First Tr Exchange Traded Fd senior ln

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
One Capital Management
Royal Bank of Canada
Raymond James Financial
First Trust Advisors
UBS Group
Envestnet Asset Management
Colony
Virtue Capital Management
Welch & Forbes
TL Private Wealth
Hikari Tsushin

View all funds holding First Tr Exchange Traded Fd senior ln