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 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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Topsail Wealth Management's FTSL Position: Q2 2026 in Review

Topsail Wealth Management increased its First Trust Senior Loan Fund ETF (FTSL) stake by 28% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,825 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #186.

Topsail Wealth Management first reported a position in FTSL in Q4 2024 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Topsail Wealth Management held 2,825 shares of First Trust Senior Loan Fund ETF worth $126K as of Q2 2026.
Topsail Wealth Management bought 625 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $28.1K.
First Trust Senior Loan Fund ETF made up 0.02% of Topsail Wealth Management's portfolio in Q2 2026, its #186 holding.
Topsail Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 6 quarters since.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.