Creative Planning’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Creative 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	$270K	Sell	6,037 -1,128	-16%	-$50.8K	﹤0.01%	3658
2026 Q1	$321K	Buy	+7,165	New	+$325K	﹤0.01%	3373
2017 Q3	–	Sell	-833	Closed	-$40K	–	2548
2017 Q2	$40K	Buy	+833	New	+$40.4K	﹤0.01%	2681
2016 Q1	–	Sell	-747	Closed	-$35K	–	4392
2015 Q4	$35K	Buy	+747	New	+$35.7K	﹤0.01%	2407

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

Creative Planning's FTSL Position: Q2 2026 in Review

Creative Planning reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 16% in Q2 2026, selling an estimated $50.8K and leaving 6,037 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #3658.

Creative Planning first reported a position in FTSL in Q4 2015 and has held it in 4 quarters since. The position peaked at $321K in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Creative Planning held 6,037 shares of First Trust Senior Loan Fund ETF worth $270K as of Q2 2026.
Creative Planning sold 1,128 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $50.8K.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3658 holding.
Creative Planning first reported a position in First Trust Senior Loan Fund ETF in Q4 2015 and has held it in 4 quarters since.
Creative Planning's First Trust Senior Loan Fund ETF position peaked at $321K in Q1 2026.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.