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Mosley Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Mosley Wealth Management’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 		$671 Hold
15
– – ﹤0.01% 609
2026
Q1 		$688 Buy
+15
New +$680 ﹤0.01% 434

Other funds holding FTSL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mosley Wealth Management's FTSL Position: Q2 2026 in Review

Mosley Wealth Management held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q2 2026 at 15 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Mosley Wealth Management first reported a position in FTSL in Q1 2026 and has held it in 2 quarters since. The position peaked at $688 in Q1 2026. 189 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Mosley Wealth Management held 15 shares of First Trust Senior Loan Fund ETF worth $671 as of Q2 2026.
  • Mosley Wealth Management left its First Trust Senior Loan Fund ETF share count unchanged in Q2 2026.
  • First Trust Senior Loan Fund ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Mosley Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's First Trust Senior Loan Fund ETF position peaked at $688 in Q1 2026.
  • 189 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.