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

Topsail 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	$98.1K	Sell	2,200 -625	-22%	-$28K	0.01%	200
2026 Q2	$126K	Buy	2,825 +625	+28%	+$28.1K	0.02%	186
2026 Q1	$98.6K	Hold	2,200	–	–	0.01%	193
2025 Q4	$101K	Buy	+2,200	New	+$101K	0.01%	186
2025 Q3	–	Sell	-200	Closed	-$9.18K	–	259
2025 Q2	$9.18K	Hold	200	–	–	﹤0.01%	223
2025 Q1	$9.13K	Hold	200	–	–	﹤0.01%	212
2024 Q4	$9.25K	Buy	+200	New	+$9.24K	﹤0.01%	191

Other funds holding FTSL

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Hikari Tsushin Inc Tokyo, Japan $1.49B AUM 7.87% 1-Year Est. Return

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

Topsail Wealth Management reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 22% in Q3 2026, selling an estimated $28K and leaving 2,200 shares worth $98.1K. The position accounts for 0.01% of the portfolio, ranked #200.

Topsail Wealth Management first reported a position in FTSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $126K in Q2 2026. 283 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

Topsail Wealth Management held 2,200 shares of First Trust Senior Loan Fund ETF worth $98.1K as of Q3 2026.
Topsail Wealth Management sold 625 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $28K.
First Trust Senior Loan Fund ETF made up 0.01% of Topsail Wealth Management's portfolio in Q3 2026, its #200 holding.
Topsail Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 7 quarters since.
Topsail Wealth Management's First Trust Senior Loan Fund ETF position peaked at $126K in Q2 2026.
283 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Topsail Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.