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

Icon 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	$244K	Buy	5,453 +84	+2%	+$3.78K	0.01%	374
2026 Q1	$242K	Buy	5,369 +85	+2%	+$3.85K	0.02%	353
2025 Q4	$242K	Buy	5,284 +82	+2%	+$3.76K	0.02%	352
2025 Q3	$238K	Buy	5,202 +84	+2%	+$3.86K	0.02%	348
2025 Q2	$235K	Buy	5,118 +85	+2%	+$3.88K	0.02%	348
2025 Q1	$230K	Buy	5,033 +85	+2%	+$3.92K	0.02%	326
2024 Q4	$229K	Buy	+4,948	New	+$229K	0.02%	350

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

Icon Wealth Advisors's FTSL Position: Q2 2026 in Review

Icon Wealth Advisors increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.6% in Q2 2026, buying an estimated $3.78K and bringing the position to 5,453 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #374.

Icon Wealth Advisors first reported a position in FTSL in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Icon Wealth Advisors held 5,453 shares of First Trust Senior Loan Fund ETF worth $244K as of Q2 2026.
Icon Wealth Advisors bought 84 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $3.78K.
First Trust Senior Loan Fund ETF made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #374 holding.
Icon Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.