WCG Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

WCG Wealth Advisors’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	$1.33M	Sell	29,786 -3,078	-9%	-$139K	0.03%	356
2026 Q1	$1.47M	Buy	32,864 +9,788	+42%	+$443K	0.04%	316
2025 Q4	$1.06M	Buy	23,076 +10,852	+89%	+$498K	0.03%	354
2025 Q3	$560K	Buy	12,224 +199	+2%	+$9.15K	0.04%	281
2025 Q2	$552K	Buy	+12,025	New	+$549K	0.04%	281

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

WCG Wealth Advisors's FTSL Position: Q2 2026 in Review

WCG Wealth Advisors reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 9.4% in Q2 2026, selling an estimated $139K and leaving 29,786 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #356.

WCG Wealth Advisors first reported a position in FTSL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2026. 301 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

WCG Wealth Advisors held 29,786 shares of First Trust Senior Loan Fund ETF worth $1.33M as of Q2 2026.
WCG Wealth Advisors sold 3,078 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $139K.
First Trust Senior Loan Fund ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #356 holding.
WCG Wealth Advisors first reported a position in First Trust Senior Loan Fund ETF in Q2 2025 and has held it in 5 quarters since.
WCG Wealth Advisors's First Trust Senior Loan Fund ETF position peaked at $1.47M in Q1 2026.
301 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.