Purus Wealth Management
FTSL icon

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

Purus 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 		$217K Sell
4,878
-601
-11% -$27K 0.06% 163
2026
Q2 		$245K Sell
5,479
-1,321
-19% -$59.5K 0.07% 152
2026
Q1 		$305K Sell
6,800
-341
-5% -$15.4K 0.1% 117
2025
Q4 		$328K Sell
7,141
-486
-6% -$22.3K 0.1% 102
2025
Q3 		$350K Sell
7,627
-450
-6% -$20.7K 0.11% 102
2025
Q2 		$371K Sell
8,077
-143
-2% -$6.53K 0.13% 92
2025
Q1 		$375K Sell
8,220
-348
-4% -$16.1K 0.16% 84
2024
Q4 		$396K Sell
8,568
-1,252
-13% -$57.9K 0.16% 81
2024
Q3 		$451K Sell
9,820
-604
-6% -$27.8K 0.19% 73
2024
Q2 		$476K Hold
10,424
– – 0.21% 66
2024
Q1 		$482K Hold
10,424
– – 0.24% 64
2023
Q4 		$480K Sell
10,424
-4,264
-29% -$195K 0.28% 68
2023
Q3 		$672K Sell
14,688
-37
-0.3% -$1.69K 0.45% 49
2023
Q2 		$667K Sell
14,725
-1,730
-11% -$78.1K 0.43% 48
2023
Q1 		$744K Buy
16,455
+8
+0% +$363 0.59% 40
2022
Q4 		$733K Sell
16,447
-39
-0.2% -$1.75K 0.67% 37
2022
Q3 		$727K Buy
16,486
+3
+0% +$135 0.67% 37
2022
Q2 		$727K Buy
16,483
+11
+0.1% +$506 0.65% 38
2022
Q1 		$775K Sell
16,472
-552
-3% -$26.2K 0.54% 45
2021
Q4 		$816K Buy
17,024
+347
+2% +$16.6K 0.51% 54
2021
Q3 		$798K Buy
16,677
+1,132
+7% +$54.2K 0.55% 43
2021
Q2 		$746K Buy
15,545
+2,128
+16% +$102K 0.54% 45
2021
Q1 		$643K Buy
13,417
+641
+5% +$30.8K 0.54% 45
2020
Q4 		$608K Buy
+12,776
New +$597K 0.54% 40

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Welch & Forbes
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Hikari Tsushin Inc
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TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Purus Wealth Management reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 11% in Q3 2026, selling an estimated $27K and leaving 4,878 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #163.

Purus Wealth Management first reported a position in FTSL in Q4 2020 and has held it in 24 quarters since. The position peaked at $816K in Q4 2021. 221 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Purus Wealth Management held 4,878 shares of First Trust Senior Loan Fund ETF worth $217K as of Q3 2026.
  • Purus Wealth Management sold 601 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $27K.
  • First Trust Senior Loan Fund ETF made up 0.06% of Purus Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Purus Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and has held it in 24 quarters since.
  • Purus Wealth Management's First Trust Senior Loan Fund ETF position peaked at $816K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Purus Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.