Financial Network Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Financial Network Wealth Advisors’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	$59K	Hold	1,318	–	–	0.06%	254
2026 Q1	$59K	Hold	1,318	–	–	0.06%	245
2025 Q4	$60.5K	Hold	1,318	–	–	0.06%	242
2025 Q3	$60.4K	Sell	1,318 -1,510	-53%	-$69.5K	0.07%	235
2025 Q2	$130K	Sell	2,828 -195	-6%	-$8.9K	0.16%	126
2025 Q1	$138K	Buy	+3,023	New	+$139K	0.18%	109

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

Financial Network Wealth Advisors's FTSL Position: Q2 2026 in Review

Financial Network Wealth Advisors held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q2 2026 at 1,318 shares worth $59K. The position accounts for 0.06% of the portfolio, ranked #254.

Financial Network Wealth Advisors first reported a position in FTSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $138K in Q1 2025. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Financial Network Wealth Advisors held 1,318 shares of First Trust Senior Loan Fund ETF worth $59K as of Q2 2026.
Financial Network Wealth Advisors left its First Trust Senior Loan Fund ETF share count unchanged in Q2 2026.
First Trust Senior Loan Fund ETF made up 0.06% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #254 holding.
Financial Network Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q1 2025 and has held it in 6 quarters since.
Financial Network Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $138K in Q1 2025.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.