Action Point Financial Planning’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Action Point Financial Planning’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	$28K	Buy	+627	New	+$28.2K	﹤0.01%	1019

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

Action Point Financial Planning's FTSL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 627 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings.

300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Action Point Financial Planning held 627 shares of First Trust Senior Loan Fund ETF worth $28K as of Q2 2026.
First Trust Senior Loan Fund ETF was a new Action Point Financial Planning position in Q2 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1019 holding.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.