Spire Wealth Management
FTSL icon

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

Spire 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 		$357K Sell
8,001
-1,383
-15% -$62K 0.01% 617
2026
Q2 		$420K Sell
9,384
-5,867
-38% -$264K 0.01% 590
2026
Q1 		$683K Sell
15,251
-367
-2% -$16.6K 0.02% 465
2025
Q4 		$717K Sell
15,618
-345
-2% -$15.8K 0.02% 463
2025
Q3 		$732K Buy
15,963
+1,675
+12% +$77.1K 0.02% 442
2025
Q2 		$656K Buy
14,288
+11,549
+422% +$527K 0.02% 455
2025
Q1 		$125K Sell
2,739
-109
-4% -$5.03K ﹤0.01% 958
2024
Q4 		$132K Sell
2,848
-10,967
-79% -$507K ﹤0.01% 944
2024
Q3 		$634K Sell
13,815
-3,165
-19% -$146K 0.02% 469
2024
Q2 		$776K Buy
16,980
+13,124
+340% +$605K 0.03% 397
2024
Q1 		$178K Sell
3,856
-410
-10% -$18.9K ﹤0.01% 798
2023
Q4 		$197K Sell
4,266
-1,116
-21% -$51.1K 0.01% 768
2023
Q3 		$246K Sell
5,382
-4,327
-45% -$197K 0.01% 648
2023
Q2 		$440K Sell
9,709
-2,835
-23% -$128K 0.02% 521
2023
Q1 		$567K Buy
12,544
+9,182
+273% +$417K 0.02% 463
2022
Q4 		$150K Buy
3,362
+2,762
+460% +$124K 0.01% 619
2022
Q3 		$26K Sell
600
-24,054
-98% -$1.09M ﹤0.01% 1222
2022
Q2 		$1.09M Buy
24,654
+3,358
+16% +$155K 0.04% 316
2022
Q1 		$1M Sell
21,296
-14,030
-40% -$666K 0.03% 386
2021
Q4 		$1.69M Buy
35,326
+13,731
+64% +$657K 0.04% 341
2021
Q3 		$1.03M Buy
21,595
+15,248
+240% +$731K 0.03% 404
2021
Q2 		$305K Sell
6,347
-8,070
-56% -$387K 0.01% 766
2021
Q1 		$691K Buy
+14,417
New +$692K 0.02% 562

Other funds holding FTSL

Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
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 13.84% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fairvoy Private Wealth
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Spire Wealth Management reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 15% in Q3 2026, selling an estimated $62K and leaving 8,001 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #617.

Spire Wealth Management first reported a position in FTSL in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.69M in Q4 2021. 155 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Spire Wealth Management held 8,001 shares of First Trust Senior Loan Fund ETF worth $357K as of Q3 2026.
  • Spire Wealth Management sold 1,383 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $62K.
  • First Trust Senior Loan Fund ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #617 holding.
  • Spire Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's First Trust Senior Loan Fund ETF position peaked at $1.69M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.