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

Wealth Watch 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	$599K	Sell	13,396 -90	-0.7%	-$4.05K	0.19%	64
2026 Q1	$604K	Buy	13,486 +1,008	+8%	+$45.7K	0.25%	61
2025 Q4	$572K	Buy	12,478 +1,456	+13%	+$66.8K	0.21%	64
2025 Q3	$505K	Sell	11,022 -1,361	-11%	-$62.6K	0.21%	60
2025 Q2	$568K	Sell	12,383 -272	-2%	-$12.4K	0.33%	49
2025 Q1	$578K	Buy	12,655 +6,102	+93%	+$281K	0.47%	33
2024 Q4	$303K	Buy	+6,553	New	+$303K	0.19%	64

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 Watch Advisors's FTSL Position: Q2 2026 in Review

Wealth Watch Advisors reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 0.67% in Q2 2026, selling an estimated $4.05K and leaving 13,396 shares worth $599K. The position accounts for 0.19% of the portfolio, ranked #64.

Wealth Watch Advisors first reported a position in FTSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $604K in Q1 2026. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Wealth Watch Advisors held 13,396 shares of First Trust Senior Loan Fund ETF worth $599K as of Q2 2026.
Wealth Watch Advisors sold 90 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $4.05K.
First Trust Senior Loan Fund ETF made up 0.19% of Wealth Watch Advisors's portfolio in Q2 2026, its #64 holding.
Wealth Watch Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Watch Advisors's First Trust Senior Loan Fund ETF position peaked at $604K in Q1 2026.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

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