Pinnacle Wealth Management Advisory Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$671K	Buy	15,000 +9,700	+183%	+$437K	0.04%	236
2026 Q1	$237K	Buy	+5,300	New	+$240K	0.02%	474
2023 Q1	–	Sell	-9,775	Closed	-$436K	–	329
2022 Q4	$436K	Sell	9,775 -840	-8%	-$37.6K	0.07%	183
2022 Q3	$468K	Sell	10,615 -4,220	-28%	-$190K	0.08%	169
2022 Q2	$654K	Buy	14,835 +620	+4%	+$28.5K	0.11%	141
2022 Q1	$669K	Buy	14,215 +4,455	+46%	+$211K	0.1%	160
2021 Q4	$468K	Buy	+9,760	New	+$467K	0.08%	181

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 22.9% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's FTSL Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its First Trust Senior Loan Fund ETF (FTSL) stake by 183% in Q2 2026, buying an estimated $437K and bringing the position to 15,000 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #236.

Pinnacle Wealth Management Advisory Group first reported a position in FTSL in Q4 2021 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 15,000 shares of First Trust Senior Loan Fund ETF worth $671K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 9,700 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $437K.
First Trust Senior Loan Fund ETF made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #236 holding.
Pinnacle Wealth Management Advisory Group first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and has held it in 7 quarters since.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.