EWP
FTSL icon

Elevation Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Elevation Wealth Partners’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
Q3 		$1.78K Buy
+40
New +$1.79K ﹤0.01% 1250

Other funds holding FTSL

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Elevation Wealth Partners's FTSL Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q3 2026: 40 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings.

13 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Elevation Wealth Partners held 40 shares of First Trust Senior Loan Fund ETF worth $1.78K as of Q3 2026.
  • First Trust Senior Loan Fund ETF was a new Elevation Wealth Partners position in Q3 2026.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1250 holding.
  • 13 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.