Virtus Wealth Solutions’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Virtus Wealth Solutions’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	$441K	Buy	9,848 +141	+1%	+$6.35K	0.06%	39
2026 Q1	$435K	Buy	9,707 +140	+1%	+$6.34K	0.08%	44
2025 Q4	$439K	Buy	9,567 +138	+1%	+$6.33K	0.08%	44
2025 Q3	$432K	Buy	9,429 +106	+1%	+$4.88K	0.08%	42
2025 Q2	$428K	Buy	9,323 +142	+2%	+$6.49K	0.09%	43
2025 Q1	$419K	Sell	9,181 -157	-2%	-$7.24K	0.13%	29
2024 Q4	$432K	Buy	+9,338	New	+$432K	0.1%	37

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

Virtus Wealth Solutions's FTSL Position: Q2 2026 in Review

Virtus Wealth Solutions increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.5% in Q2 2026, buying an estimated $6.35K and bringing the position to 9,848 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #39.

Virtus Wealth Solutions first reported a position in FTSL in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Virtus Wealth Solutions held 9,848 shares of First Trust Senior Loan Fund ETF worth $441K as of Q2 2026.
Virtus Wealth Solutions bought 141 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $6.35K.
First Trust Senior Loan Fund ETF made up 0.06% of Virtus Wealth Solutions's portfolio in Q2 2026, its #39 holding.
Virtus Wealth Solutions first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.