Puff Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Puff Wealth Management’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	$685K	Sell	15,378 -3,137	-17%	-$141K	0.65%	40
2026 Q2	$829K	Buy	+18,515	New	+$833K	0.84%	36
2025 Q4	$1.08M	Sell	23,611 -1,744	-7%	-$80K	1.4%	23
2025 Q3	$1.16M	Sell	25,355 -1,129	-4%	-$51.9K	1.77%	17
2025 Q2	$1.22M	Buy	26,484 +817	+3%	+$37.3K	0.89%	30
2025 Q1	$1.17M	Buy	25,667 +208	+0.8%	+$9.59K	1.1%	25
2024 Q4	$1.18M	Buy	+25,459	New	+$1.18M	2.05%	15

Other funds holding FTSL

TPW

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Puff Wealth Management's FTSL Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 17% in Q3 2026, selling an estimated $141K and leaving 15,378 shares worth $685K. The position accounts for 0.65% of the portfolio, ranked #40.

Puff Wealth Management first reported a position in FTSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q2 2025. 30 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

Puff Wealth Management held 15,378 shares of First Trust Senior Loan Fund ETF worth $685K as of Q3 2026.
Puff Wealth Management sold 3,137 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $141K.
First Trust Senior Loan Fund ETF made up 0.65% of Puff Wealth Management's portfolio in Q3 2026, its #40 holding.
Puff Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's First Trust Senior Loan Fund ETF position peaked at $1.22M in Q2 2025.
30 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.