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 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

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

Puff Wealth Management's FTSL Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 18,515 shares worth $829K. The stake represents 0.84% of the portfolio and ranks #36 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FTSL as recently as Q4 2025.

Puff Wealth Management first reported a position in FTSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q2 2025. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Puff Wealth Management held 18,515 shares of First Trust Senior Loan Fund ETF worth $829K as of Q2 2026.
First Trust Senior Loan Fund ETF was a new Puff Wealth Management position in Q2 2026.
First Trust Senior Loan Fund ETF made up 0.84% of Puff Wealth Management's portfolio in Q2 2026, its #36 holding.
Puff Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's First Trust Senior Loan Fund ETF position peaked at $1.22M in Q2 2025.
301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.