Impact Partnership Wealth’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Impact Partnership Wealth’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	$2.87M	Buy	64,211 +15,916	+33%	+$716K	0.28%	45
2026 Q1	$2.16M	Buy	48,295 +11,683	+32%	+$529K	0.27%	48
2025 Q4	$1.68M	Buy	36,612 +3,740	+11%	+$171K	0.22%	51
2025 Q3	$1.51M	Buy	32,872 +17,931	+120%	+$825K	0.22%	48
2025 Q2	$686K	Buy	+14,941	New	+$682K	0.13%	89

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

Impact Partnership Wealth's FTSL Position: Q2 2026 in Review

Impact Partnership Wealth increased its First Trust Senior Loan Fund ETF (FTSL) stake by 33% in Q2 2026, buying an estimated $716K and bringing the position to 64,211 shares worth $2.87M. The position accounts for 0.28% of the portfolio, ranked #45.

Impact Partnership Wealth first reported a position in FTSL in Q2 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Impact Partnership Wealth held 64,211 shares of First Trust Senior Loan Fund ETF worth $2.87M as of Q2 2026.
Impact Partnership Wealth bought 15,916 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $716K.
First Trust Senior Loan Fund ETF made up 0.28% of Impact Partnership Wealth's portfolio in Q2 2026, its #45 holding.
Impact Partnership Wealth first reported a position in First Trust Senior Loan Fund ETF in Q2 2025 and has held it in 5 quarters since.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.