Boyce & Associates Wealth Consulting’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Boyce & Associates Wealth Consulting’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	$975K	Buy	21,790 +547	+3%	+$24.6K	0.68%	34
2026 Q1	$952K	Buy	21,243 +2,614	+14%	+$118K	0.72%	35
2025 Q4	$855K	Buy	18,629 +42	+0.2%	+$1.93K	0.72%	29
2025 Q3	$852K	Buy	18,587 +1,680	+10%	+$77.3K	0.7%	29
2025 Q2	$776K	Sell	16,907 -7,682	-31%	-$351K	0.71%	29
2025 Q1	$1.12M	Buy	24,589 +2,055	+9%	+$94.8K	1.12%	21
2024 Q4	$1.04M	Buy	22,534 +5,060	+29%	+$234K	1.05%	23
2024 Q3	$802K	Buy	17,474 +1,052	+6%	+$48.4K	0.83%	24
2024 Q2	$751K	Buy	16,422 +9,397	+134%	+$433K	0.88%	24
2024 Q1	$325K	Buy	7,025 +429	+7%	+$19.8K	0.42%	43
2023 Q4	$304K	Buy	6,596 +229	+4%	+$10.5K	0.44%	42
2023 Q3	$291K	Buy	6,367 +109	+2%	+$4.97K	0.49%	36
2023 Q2	$283K	Sell	6,258 -27,534	-81%	-$1.24M	0.47%	37
2023 Q1	$1.53M	Buy	+33,792	New	+$1.53M	2.74%	11

Other funds holding FTSL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FTSL Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Senior Loan Fund ETF (FTSL) stake by 2.6% in Q2 2026, buying an estimated $24.6K and bringing the position to 21,790 shares worth $975K. The position accounts for 0.68% of the portfolio, ranked #34.

Boyce & Associates Wealth Consulting first reported a position in FTSL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2023. 175 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Boyce & Associates Wealth Consulting held 21,790 shares of First Trust Senior Loan Fund ETF worth $975K as of Q2 2026.
Boyce & Associates Wealth Consulting bought 547 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $24.6K.
First Trust Senior Loan Fund ETF made up 0.68% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #34 holding.
Boyce & Associates Wealth Consulting first reported a position in First Trust Senior Loan Fund ETF in Q1 2023 and has held it in 14 quarters since.
Boyce & Associates Wealth Consulting's First Trust Senior Loan Fund ETF position peaked at $1.53M in Q1 2023.
175 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.