Prosperity Consulting Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Prosperity Consulting 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	$1.5M	Sell	33,470 -2,563	-7%	-$115K	0.06%	207
2026 Q1	$1.61M	Hold	36,033	–	–	0.07%	180
2025 Q4	$1.65M	Sell	36,033 -1,525	-4%	-$69.9K	0.07%	185
2025 Q3	$1.72M	Hold	37,558	–	–	0.08%	185
2025 Q2	$1.72M	Sell	37,558 -1,779	-5%	-$81.2K	0.13%	157
2025 Q1	$1.8M	Sell	39,337 -3,199	-8%	-$148K	0.14%	159
2024 Q4	$1.97M	Sell	42,536 -1,926	-4%	-$89K	0.15%	150
2024 Q3	$2.04M	Buy	+44,462	New	+$2.04M	0.16%	148

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 22.96% 1-Year Est. Return

Prosperity Consulting Group's FTSL Position: Q2 2026 in Review

Prosperity Consulting Group reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 7.1% in Q2 2026, selling an estimated $115K and leaving 33,470 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #207.

Prosperity Consulting Group first reported a position in FTSL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q3 2024. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Prosperity Consulting Group held 33,470 shares of First Trust Senior Loan Fund ETF worth $1.5M as of Q2 2026.
Prosperity Consulting Group sold 2,563 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $115K.
First Trust Senior Loan Fund ETF made up 0.06% of Prosperity Consulting Group's portfolio in Q2 2026, its #207 holding.
Prosperity Consulting Group first reported a position in First Trust Senior Loan Fund ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's First Trust Senior Loan Fund ETF position peaked at $2.04M in Q3 2024.
301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.