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 Q2	$2.54M	Buy	56,436 +16,749	+42%	+$754K	﹤0.01%	1412
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

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

Wealth Enhancement Advisory Services's FTSL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Senior Loan Fund ETF (FTSL) stake by 42% in Q2 2026, buying an estimated $754K and bringing the position to 56,436 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Wealth Enhancement Advisory Services first reported a position in FTSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q2 2025. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Wealth Enhancement Advisory Services held 56,436 shares of First Trust Senior Loan Fund ETF worth $2.54M as of Q2 2026.
Wealth Enhancement Advisory Services bought 16,749 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $754K.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1412 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Senior Loan Fund ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's First Trust Senior Loan Fund ETF position peaked at $12.3M in Q2 2025.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.