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ShoreHaven Wealth Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

ShoreHaven Wealth Partners’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 		– Sell
-23,186
Closed -$1.04M – 109
2026
Q1 		$1.04M Sell
23,186
-11,412
-33% -$517K 0.37% 52
2025
Q4 		$1.59M Buy
34,598
+341
+1% +$15.6K 0.57% 37
2025
Q3 		$1.57M Buy
34,257
+2,385
+7% +$110K 0.58% 39
2025
Q2 		$1.46M Sell
31,872
-4,870
-13% -$222K 0.6% 40
2025
Q1 		$1.68M Sell
36,742
-3,514
-9% -$162K 0.8% 34
2024
Q4 		$1.86M Sell
40,256
-8,747
-18% -$404K 0.88% 25
2024
Q3 		$2.25M Buy
49,003
+30,745
+168% +$1.41M 1.08% 24
2024
Q2 		$835K Buy
+18,258
New +$842K 0.44% 41
2023
Q1 		– Sell
-4,794
Closed -$214K – 77
2022
Q4 		$214K Sell
4,794
-28,026
-85% -$1.26M 0.15% 71
2022
Q3 		$1.45M Sell
32,820
-14,635
-31% -$660K 1.1% 24
2022
Q2 		$2.09M Sell
47,455
-55,634
-54% -$2.56M 1.5% 17
2022
Q1 		$4.85M Sell
103,089
-61,323
-37% -$2.91M 2.56% 13
2021
Q4 		$7.88M Sell
164,412
-568
-0.3% -$27.2K 3.9% 8
2021
Q3 		$7.89M Buy
164,980
+27,084
+20% +$1.3M 4.11% 8
2021
Q2 		$6.62M Buy
137,896
+26,916
+24% +$1.29M 3.56% 9
2021
Q1 		$5.32M Buy
110,980
+1,400
+1% +$67.2K 2.88% 12
2020
Q4 		$5.21M Buy
+109,580
New +$5.12M 2.92% 12

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ShoreHaven Wealth Partners's FTSL Position: Q2 2026 in Review

ShoreHaven Wealth Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 23,186 shares — an estimated $1.04M sold.

ShoreHaven Wealth Partners first reported a position in FTSL in Q4 2020 and held it in 17 quarters. The position peaked at $7.89M in Q3 2021. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • ShoreHaven Wealth Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 23,186 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $1.04M.
  • ShoreHaven Wealth Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and held it in 17 quarters.
  • ShoreHaven Wealth Partners's First Trust Senior Loan Fund ETF position peaked at $7.89M in Q3 2021.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.