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

Kingsview 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 		$2.97M Sell
66,297
-270
-0.4% -$12.2K 0.04% 470
2026
Q1 		$2.98M Sell
66,567
-8,456
-11% -$383K 0.04% 425
2025
Q4 		$3.44M Sell
75,023
-11
-0% -$504 0.05% 358
2025
Q3 		$3.44M Buy
75,034
+9,354
+14% +$430K 0.05% 342
2025
Q2 		$3.01M Sell
65,680
-1,358
-2% -$62K 0.05% 351
2025
Q1 		$3.06M Buy
67,038
+12,029
+22% +$555K 0.06% 292
2024
Q4 		$2.54M Sell
55,009
-322
-0.6% -$14.9K 0.05% 328
2024
Q3 		$2.54M Buy
55,331
+6,041
+12% +$278K 0.05% 315
2024
Q2 		$2.25M Sell
49,290
-1,144
-2% -$52.7K 0.05% 322
2024
Q1 		$2.33M Buy
50,434
+1,417
+3% +$65.3K 0.06% 306
2023
Q4 		$2.26M Sell
49,017
-15,974
-25% -$732K 0.07% 255
2023
Q3 		$2.97M Buy
64,991
+5,594
+9% +$255K 0.11% 207
2023
Q2 		$2.69M Buy
59,397
+702
+1% +$31.7K 0.11% 200
2023
Q1 		$2.66M Sell
58,695
-3,052
-5% -$139K 0.11% 197
2022
Q4 		$2.75M Sell
61,747
-12,792
-17% -$573K 0.12% 198
2022
Q3 		$3.29M Sell
74,539
-6,895
-8% -$311K 0.16% 146
2022
Q2 		$3.59M Buy
81,434
+10,643
+15% +$490K 0.17% 134
2022
Q1 		$3.33M Buy
70,791
+7,723
+12% +$367K 0.15% 155
2021
Q4 		$3.02M Buy
63,068
+926
+1% +$44.3K 0.13% 180
2021
Q3 		$2.97M Sell
62,142
-33,548
-35% -$1.61M 0.14% 162
2021
Q2 		$4.6M Buy
95,690
+40,056
+72% +$1.92M 0.23% 103
2021
Q1 		$2.67M Buy
55,634
+13,609
+32% +$653K 0.15% 146
2020
Q4 		$2M Buy
42,025
+5,309
+14% +$248K 0.14% 158
2020
Q3 		$1.69M Sell
36,716
-173,606
-83% -$8.01M 0.15% 153
2020
Q2 		$9.49M Buy
210,322
+94,278
+81% +$4.21M 0.95% 12
2020
Q1 		$4.85M Buy
116,044
+32,184
+38% +$1.48M 0.65% 32
2019
Q4 		$4.02M Buy
83,860
+52,367
+166% +$2.48M 0.5% 57
2019
Q3 		$1.49M Sell
31,493
-9,908
-24% -$469K 0.23% 124
2019
Q2 		$1.95M Buy
41,401
+21,332
+106% +$1.02M 0.33% 83
2019
Q1 		$945K Sell
20,069
-8,290
-29% -$391K 0.14% 186
2018
Q4 		$1.29M Buy
28,359
+11,360
+67% +$538K 0.28% 108
2018
Q3 		$817K Sell
16,999
-645
-4% -$31K 0.17% 168
2018
Q2 		$843K Buy
+17,644
New +$849K 0.2% 139

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingsview Wealth Management's FTSL Position: Q2 2026 in Review

Kingsview Wealth Management reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 0.41% in Q2 2026, selling an estimated $12.2K and leaving 66,297 shares worth $2.97M. The position accounts for 0.04% of the portfolio, ranked #470.

Kingsview Wealth Management first reported a position in FTSL in Q2 2018 and has held it in 33 quarters since. The position peaked at $9.49M in Q2 2020. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Kingsview Wealth Management held 66,297 shares of First Trust Senior Loan Fund ETF worth $2.97M as of Q2 2026.
  • Kingsview Wealth Management sold 270 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $12.2K.
  • First Trust Senior Loan Fund ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Kingsview Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2018 and has held it in 33 quarters since.
  • Kingsview Wealth Management's First Trust Senior Loan Fund ETF position peaked at $9.49M in Q2 2020.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.