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

Merkkuri 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	-1,878	Closed	-$84.1K	–	176
2026 Q1	$84.1K	Buy	+1,878	New	+$85.1K	0.06%	109
2025 Q4	–	Sell	-5,898	Closed	-$270K	–	83
2025 Q3	$270K	Buy	5,898 +146	+3%	+$6.72K	0.2%	76
2025 Q2	$264K	Buy	5,752 +179	+3%	+$8.18K	0.2%	75
2025 Q1	$254K	Sell	5,573 -234	-4%	-$10.8K	0.22%	74
2024 Q4	$269K	Buy	5,807 +8	+0.1%	+$370	0.21%	75
2024 Q3	$266K	Buy	5,799 +357	+7%	+$16.4K	0.21%	75
2024 Q2	$250K	Buy	+5,442	New	+$251K	0.23%	71

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

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

Merkkuri Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 1,878 shares — an estimated $84.1K sold.

Merkkuri Wealth Advisors first reported a position in FTSL in Q2 2024 and held it in 7 quarters. The position peaked at $270K in Q3 2025. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 1,878 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $84.1K.
Merkkuri Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2024 and held it in 7 quarters.
Merkkuri Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $270K in Q3 2025.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

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