FSB Premier Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

FSB Premier Wealth Management’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	$425K	Buy	+9,493	New	+$427K	0.12%	158
2024 Q4	–	Sell	-4,384	Closed	-$201K	–	212
2024 Q3	$201K	Buy	+4,384	New	+$202K	0.08%	198
2022 Q1	–	Sell	-6,993	Closed	-$335K	–	292
2021 Q4	$335K	Buy	6,993 +63	+0.9%	+$3.02K	0.14%	106
2021 Q3	$331K	Buy	+6,930	New	+$332K	0.17%	87

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

FSB Premier Wealth Management's FTSL Position: Q2 2026 in Review

FSB Premier Wealth Management opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 9,493 shares worth $425K. The stake represents 0.12% of the portfolio and ranks #158 among its holdings. This is a return to the name: FSB Premier Wealth Management previously reported a position in FTSL as recently as Q3 2024.

FSB Premier Wealth Management first reported a position in FTSL in Q3 2021 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

FSB Premier Wealth Management held 9,493 shares of First Trust Senior Loan Fund ETF worth $425K as of Q2 2026.
First Trust Senior Loan Fund ETF was a new FSB Premier Wealth Management position in Q2 2026.
First Trust Senior Loan Fund ETF made up 0.12% of FSB Premier Wealth Management's portfolio in Q2 2026, its #158 holding.
FSB Premier Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and has held it in 4 quarters since.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.