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

Kingswood 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	–	Sell	-4,818	Closed	-$216K	–	1019
2026 Q1	$216K	Sell	4,818 -4,992	-51%	-$226K	0.01%	855
2025 Q4	$450K	Sell	9,810 -28	-0.3%	-$1.28K	0.02%	552
2025 Q3	$451K	Buy	9,838 +5,040	+105%	+$232K	0.03%	503
2025 Q2	$220K	Sell	4,798 -3,156	-40%	-$144K	0.02%	672
2025 Q1	$363K	Sell	7,954 -455	-5%	-$21K	0.03%	485
2024 Q4	$389K	Buy	8,409 +335	+4%	+$15.5K	0.03%	520
2024 Q3	$371K	Buy	8,074 +179	+2%	+$8.23K	0.03%	528
2024 Q2	$361K	Sell	7,895 -1,036	-12%	-$47.8K	0.03%	474
2024 Q1	$413K	Sell	8,931 -54	-0.6%	-$2.49K	0.05%	392
2023 Q4	$414K	Buy	+8,985	New	+$411K	0.05%	388

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

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

Kingswood Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 4,818 shares — an estimated $216K sold.

Kingswood Wealth Advisors first reported a position in FTSL in Q4 2023 and held it in 10 quarters. The position peaked at $451K in Q3 2025. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Kingswood Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 4,818 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $216K.
Kingswood Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2023 and held it in 10 quarters.
Kingswood Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $451K in Q3 2025.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.