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Summit Wealth Group (Colorado)’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Summit Wealth Group (Colorado)’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
Q1 		– Sell
-4,425
Closed -$203K – 343
2025
Q4 		$203K Buy
+4,425
New +$203K 0.03% 269

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Summit Wealth Group (Colorado)'s FTSL Position: Q1 2026 in Review

Summit Wealth Group (Colorado) sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 4,425 shares — an estimated $203K sold.

Summit Wealth Group (Colorado) first reported a position in FTSL in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 309 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

  • Summit Wealth Group (Colorado) reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,425 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $203K.
  • Summit Wealth Group (Colorado) first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s First Trust Senior Loan Fund ETF position peaked at $203K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.