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

Medallion 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
Q1 		$14.1K Hold
315
– – ﹤0.01% 718
2025
Q4 		$14.5K Hold
315
– – ﹤0.01% 696
2025
Q3 		$14.4K Hold
315
– – 0.01% 694
2025
Q2 		$14.5K Buy
+315
New +$14.4K 0.01% 683

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Medallion Wealth Advisors's FTSL Position: Q1 2026 in Review

Medallion Wealth Advisors held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q1 2026 at 315 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Medallion Wealth Advisors first reported a position in FTSL in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.5K in Q2 2025. 304 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

  • Medallion Wealth Advisors held 315 shares of First Trust Senior Loan Fund ETF worth $14.1K as of Q1 2026.
  • Medallion Wealth Advisors left its First Trust Senior Loan Fund ETF share count unchanged in Q1 2026.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #718 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $14.5K in Q2 2025.
  • 304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.