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Legacy Capital Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Legacy Capital Wealth Partners’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 		$1.17M Buy
26,140
+1,108
+4% +$49.9K 0.22% 93
2026
Q1 		$1.12M Sell
25,032
-430
-2% -$19.5K 0.23% 96
2025
Q4 		$1.17M Buy
25,462
+1,111
+5% +$50.9K 0.25% 83
2025
Q3 		$1.12M Buy
24,351
+1,429
+6% +$65.7K 0.24% 85
2025
Q2 		$1.02M Sell
22,922
-2,053
-8% -$93.8K 0.23% 86
2025
Q1 		$1.14M Sell
24,975
-9,745
-28% -$449K 0.28% 70
2024
Q4 		$1.61M Sell
34,720
-125
-0.4% -$5.78K 0.4% 45
2024
Q3 		$1.6M Sell
34,845
-2,544
-7% -$117K 0.32% 63
2024
Q2 		$1.71M Buy
+37,389
New +$1.72M 0.44% 42
2024
Q1 		– Sell
-42,459
Closed -$1.96M – 191
2023
Q4 		$1.96M Sell
42,459
-2,519
-6% -$115K 0.55% 35
2023
Q3 		$2.06M Buy
44,978
+13,090
+41% +$597K 0.56% 31
2023
Q2 		$1.44M Sell
31,888
-1,606
-5% -$72.5K 1.2% 28
2023
Q1 		$1.52M Sell
33,494
-678
-2% -$30.8K 0.41% 43
2022
Q4 		$1.52M Sell
34,172
-84,649
-71% -$3.79M 0.73% 28
2022
Q3 		$5.24M Sell
118,821
-972
-0.8% -$43.8K 2.78% 15
2022
Q2 		$5.28M Sell
119,793
-5,970
-5% -$275K 2.66% 14
2022
Q1 		$5.92M Buy
125,763
+1,102
+0.9% +$52.3K 2.54% 15
2021
Q4 		$5.97M Buy
124,661
+5,356
+4% +$256K 2.47% 14
2021
Q3 		$5.71M Buy
119,305
+3,001
+3% +$144K 2.23% 16
2021
Q2 		$5.58M Buy
116,304
+8,608
+8% +$413K 3.01% 15
2021
Q1 		$5.16M Buy
107,696
+2,704
+3% +$130K 2.13% 13
2020
Q4 		$5M Buy
+104,992
New +$4.91M 2.14% 13

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

Legacy Capital Wealth Partners's FTSL Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its First Trust Senior Loan Fund ETF (FTSL) stake by 4.4% in Q2 2026, buying an estimated $49.9K and bringing the position to 26,140 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #93.

Legacy Capital Wealth Partners first reported a position in FTSL in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.97M in Q4 2021. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Legacy Capital Wealth Partners held 26,140 shares of First Trust Senior Loan Fund ETF worth $1.17M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 1,108 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $49.9K.
  • First Trust Senior Loan Fund ETF made up 0.22% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Legacy Capital Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Capital Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $5.97M in Q4 2021.
  • 301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.