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 Q3	$552K	Buy	12,393 +2,900	+31%	+$130K	0.15%	144
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Hikari Tsushin Inc Tokyo, Japan $1.49B AUM 7.87% 1-Year Est. Return

FSB Premier Wealth Management's FTSL Position: Q3 2026 in Review

FSB Premier Wealth Management increased its First Trust Senior Loan Fund ETF (FTSL) stake by 31% in Q3 2026, buying an estimated $130K and bringing the position to 12,393 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #144.

FSB Premier Wealth Management first reported a position in FTSL in Q3 2021 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

FSB Premier Wealth Management held 12,393 shares of First Trust Senior Loan Fund ETF worth $552K as of Q3 2026.
FSB Premier Wealth Management bought 2,900 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $130K.
First Trust Senior Loan Fund ETF made up 0.15% of FSB Premier Wealth Management's portfolio in Q3 2026, its #144 holding.
FSB Premier Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q3 2021 and has held it in 5 quarters since.
283 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on FSB Premier Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.