PlanWiser Financial
FTSL icon

PlanWiser Financial’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

PlanWiser Financial’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
Q3 		$648K Buy
+14,535
New +$652K 0.44% 41
2025
Q4 		– Sell
-20,582
Closed -$943K – 52
2025
Q3 		$943K Buy
+20,582
New +$947K 0.75% 34

Other funds holding FTSL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Hikari Tsushin Inc
Hikari Tsushin Inc Tokyo, Japan $1.49B AUM 7.87% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

PlanWiser Financial's FTSL Position: Q3 2026 in Review

PlanWiser Financial opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q3 2026: 14,535 shares worth $648K. The stake represents 0.44% of the portfolio and ranks #41 among its holdings. This is a return to the name: PlanWiser Financial previously reported a position in FTSL as recently as Q3 2025.

PlanWiser Financial first reported a position in FTSL in Q3 2025 and has held it in 2 quarters since. The position peaked at $943K in Q3 2025. 250 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • PlanWiser Financial held 14,535 shares of First Trust Senior Loan Fund ETF worth $648K as of Q3 2026.
  • First Trust Senior Loan Fund ETF was a new PlanWiser Financial position in Q3 2026.
  • First Trust Senior Loan Fund ETF made up 0.44% of PlanWiser Financial's portfolio in Q3 2026, its #41 holding.
  • PlanWiser Financial first reported a position in First Trust Senior Loan Fund ETF in Q3 2025 and has held it in 2 quarters since.
  • PlanWiser Financial's First Trust Senior Loan Fund ETF position peaked at $943K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on PlanWiser Financial's 13F filing for Q3 2026, filed 12 Nov 2026.