Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.78M Sell
39,687
-204,633
-84% -$9.27M ﹤0.01% 1461
2025
Q4 		$11.2M Buy
244,320
+5,864
+2% +$269K 0.02% 658
2025
Q3 		$10.9M Sell
238,456
-28,315
-11% -$1.3M 0.02% 622
2025
Q2 		$12.3M Buy
266,771
+19,973
+8% +$912K 0.02% 569
2025
Q1 		$11.3M Buy
246,798
+40,095
+19% +$1.85M 0.02% 542
2024
Q4 		$9.56M Buy
206,703
+71,847
+53% +$3.32M 0.02% 575
2024
Q3 		$6.19M Buy
134,856
+9,877
+8% +$454K 0.01% 666
2024
Q2 		$5.71M Buy
124,979
+30,172
+32% +$1.39M 0.01% 651
2024
Q1 		$4.38M Buy
94,807
+401
+0.4% +$18.5K 0.01% 701
2023
Q4 		$4.35M Sell
94,406
-1,116
-1% -$51.1K 0.01% 645
2023
Q3 		$4.37M Buy
+95,522
New +$4.36M 0.01% 618

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OCM
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Royal Bank of Canada
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Raymond James Financial
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First Trust Advisors
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UBS Group
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return