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Proactive Wealth Strategies’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Proactive Wealth Strategies’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 		$620K Buy
13,864
+213
+2% +$9.59K 0.1% 136
2026
Q1 		$612K Buy
13,651
+6,684
+96% +$303K 0.11% 129
2025
Q4 		$320K Sell
6,967
-89
-1% -$4.08K 0.13% 120
2025
Q3 		$323K Buy
7,056
+112
+2% +$5.15K 0.14% 113
2025
Q2 		$319K Buy
6,944
+116
+2% +$5.3K 0.15% 106
2025
Q1 		$312K Buy
6,828
+116
+2% +$5.35K 0.17% 101
2024
Q4 		$310K Buy
6,712
+121
+2% +$5.59K 0.16% 102
2024
Q3 		$302K Buy
+6,591
New +$303K 0.17% 100

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

Proactive Wealth Strategies's FTSL Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.6% in Q2 2026, buying an estimated $9.59K and bringing the position to 13,864 shares worth $620K. The position accounts for 0.1% of the portfolio, ranked #136.

Proactive Wealth Strategies first reported a position in FTSL in Q3 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Proactive Wealth Strategies held 13,864 shares of First Trust Senior Loan Fund ETF worth $620K as of Q2 2026.
  • Proactive Wealth Strategies bought 213 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $9.59K.
  • First Trust Senior Loan Fund ETF made up 0.1% of Proactive Wealth Strategies's portfolio in Q2 2026, its #136 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and has held it in 8 quarters since.
  • 201 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.