PWM
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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 1.98% 30
2025
Q1 		$1.17M Buy
25,667
+208
+0.8% +$9.59K 2.07% 25
2024
Q4 		$1.18M Buy
+25,459
New +$1.18M 2.05% 15

Other funds holding FTSL

TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
YAIA
Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return