MPWM Advisory Solutions’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

MPWM Advisory Solutions’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	$89.8K	Hold	2,006	–	–	0.04%	158
2026 Q1	$89.9K	Hold	2,006	–	–	0.05%	141
2025 Q4	$92K	Sell	2,006 -35	-2%	-$1.6K	0.05%	133
2025 Q3	$93.6K	Sell	2,041 -20	-1%	-$920	0.06%	118
2025 Q2	$94.6K	Hold	2,061	–	–	0.06%	114
2025 Q1	$94.1K	Hold	2,061	–	–	0.07%	99
2024 Q4	$95.3K	Buy	+2,061	New	+$95.3K	0.07%	106

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

MPWM Advisory Solutions's FTSL Position: Q2 2026 in Review

MPWM Advisory Solutions held its First Trust Senior Loan Fund ETF (FTSL) position steady in Q2 2026 at 2,006 shares worth $89.8K. The position accounts for 0.04% of the portfolio, ranked #158.

MPWM Advisory Solutions first reported a position in FTSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.3K in Q4 2024. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

MPWM Advisory Solutions held 2,006 shares of First Trust Senior Loan Fund ETF worth $89.8K as of Q2 2026.
MPWM Advisory Solutions left its First Trust Senior Loan Fund ETF share count unchanged in Q2 2026.
First Trust Senior Loan Fund ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #158 holding.
MPWM Advisory Solutions first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's First Trust Senior Loan Fund ETF position peaked at $95.3K in Q4 2024.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.