Morey & Quinn Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Morey & Quinn 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	$414K	Sell	9,244 -23	-0.2%	-$1.03K	0.27%	92
2026 Q1	$415K	Hold	9,267	–	–	0.3%	85
2025 Q4	$425K	Sell	9,267 -277	-3%	-$12.7K	0.31%	80
2025 Q3	$437K	Sell	9,544 -485	-5%	-$22.3K	0.32%	78
2025 Q2	$460K	Sell	10,029 -1,755	-15%	-$80.1K	0.37%	69
2025 Q1	$538K	Buy	11,784 +1,282	+12%	+$59.1K	0.45%	56
2024 Q4	$486K	Buy	+10,502	New	+$485K	0.41%	62

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

Morey & Quinn Wealth Partners's FTSL Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 0.25% in Q2 2026, selling an estimated $1.03K and leaving 9,244 shares worth $414K. The position accounts for 0.27% of the portfolio, ranked #92.

Morey & Quinn Wealth Partners first reported a position in FTSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q1 2025. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Morey & Quinn Wealth Partners held 9,244 shares of First Trust Senior Loan Fund ETF worth $414K as of Q2 2026.
Morey & Quinn Wealth Partners sold 23 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $1.03K.
First Trust Senior Loan Fund ETF made up 0.27% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #92 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $538K in Q1 2025.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.