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TrueWealth Financial Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

TrueWealth Financial 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
Q1 		– Sell
-55,358
Closed -$2.54M – 88
2025
Q4 		$2.54M Buy
+55,358
New +$2.54M 2.1% 15

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

TrueWealth Financial Partners's FTSL Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2026, closing a stake of 55,358 shares — an estimated $2.54M sold.

TrueWealth Financial Partners first reported a position in FTSL in Q4 2025 and held it in 1 quarter. The position peaked at $2.54M in Q4 2025. 307 funds tracked by Wall St. Rank hold FTSL as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 55,358 First Trust Senior Loan Fund ETF shares in Q1 2026, an estimated $2.54M.
  • TrueWealth Financial Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's First Trust Senior Loan Fund ETF position peaked at $2.54M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.