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Kinetic Wealth Investment Advisors LLC’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$249K Buy
+5,555
New +$250K 0.12% 54

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

Kinetic Wealth Investment Advisors LLC's FTSL Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 5,555 shares worth $249K. The stake represents 0.12% of the portfolio and ranks #54 among its holdings.

303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 5,555 shares of First Trust Senior Loan Fund ETF worth $249K as of Q2 2026.
  • First Trust Senior Loan Fund ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • First Trust Senior Loan Fund ETF made up 0.12% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #54 holding.
  • 303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.