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

Pacific Excel 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
-4,525
Closed -$203K – 271
2026
Q1 		$203K Buy
+4,525
New +$205K 0.21% 138

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Excel Wealth Advisors's FTSL Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 4,525 shares — an estimated $203K sold.

Pacific Excel Wealth Advisors first reported a position in FTSL in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,525 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $203K.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $203K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.