Guardian Wealth Advisors (North Carolina)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-267	Closed	-$12K	–	444
2026 Q1	$12K	Buy	+267	New	+$12.1K	﹤0.01%	531
2025 Q3	–	Sell	-413	Closed	-$19K	–	413
2025 Q2	$19K	Buy	413 +13	+3%	+$594	﹤0.01%	453
2025 Q1	$18.3K	Hold	400	–	–	﹤0.01%	433
2024 Q4	$18.5K	Hold	400	–	–	﹤0.01%	418
2024 Q3	$18.4K	Sell	400 -878	-69%	-$40.4K	﹤0.01%	359
2024 Q2	$58.4K	Hold	1,278	–	–	0.01%	297
2024 Q1	$59.1K	Hold	1,278	–	–	0.01%	309
2023 Q4	$58.9K	Hold	1,278	–	–	0.01%	289
2023 Q3	$58.5K	Sell	1,278 -46	-3%	-$2.1K	0.01%	280
2023 Q2	$60K	Sell	1,324 -22	-2%	-$993	0.01%	268
2023 Q1	$60.9K	Hold	1,346	–	–	0.01%	255
2022 Q4	$60K	Buy	+1,346	New	+$60.3K	0.01%	248

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

Guardian Wealth Advisors (North Carolina)'s FTSL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 267 shares — an estimated $12K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FTSL in Q4 2022 and held it in 12 quarters. The position peaked at $60.9K in Q1 2023. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 267 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $12K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and held it in 12 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Senior Loan Fund ETF position peaked at $60.9K in Q1 2023.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.