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 Q3	$600K	Sell	13,470 -394	-3%	-$17.7K	0.09%	135
2026 Q2	$620K	Buy	13,864 +213	+2%	+$9.6K	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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Hikari Tsushin Inc Tokyo, Japan $1.49B AUM 7.87% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Proactive Wealth Strategies's FTSL Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 2.8% in Q3 2026, selling an estimated $17.7K and leaving 13,470 shares worth $600K. The position accounts for 0.09% of the portfolio, ranked #135.

Proactive Wealth Strategies first reported a position in FTSL in Q3 2024 and has held it in 9 quarters since. The position peaked at $620K in Q2 2026. 250 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

Proactive Wealth Strategies held 13,470 shares of First Trust Senior Loan Fund ETF worth $600K as of Q3 2026.
Proactive Wealth Strategies sold 394 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $17.7K.
First Trust Senior Loan Fund ETF made up 0.09% of Proactive Wealth Strategies's portfolio in Q3 2026, its #135 holding.
Proactive Wealth Strategies first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Senior Loan Fund ETF position peaked at $620K in Q2 2026.
250 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.