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WealthCare Investment Partners’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

WealthCare Investment Partners’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 		$550K Sell
12,300
-465
-4% -$20.9K 0.13% 122
2026
Q1 		$574K Sell
12,765
-550
-4% -$24.9K 0.16% 112
2025
Q4 		$611K Sell
13,315
-404
-3% -$18.5K 0.18% 104
2025
Q3 		$629K Sell
13,719
-960
-7% -$44.2K 0.2% 99
2025
Q2 		$676K Sell
14,679
-720
-5% -$32.9K 0.24% 84
2025
Q1 		$699K Sell
15,399
-1,153
-7% -$53.2K 0.3% 70
2024
Q4 		$765K Sell
16,552
-6,109
-27% -$282K 0.33% 69
2024
Q3 		$1.04M Sell
22,661
-1,912
-8% -$87.9K 0.46% 57
2024
Q2 		$1.12M Buy
24,573
+983
+4% +$45.3K 0.52% 52
2024
Q1 		$1.09M Sell
23,590
-1,535
-6% -$70.8K 0.53% 49
2023
Q4 		$1.16M Sell
25,125
-1,481
-6% -$67.8K 0.63% 44
2023
Q3 		$1.22M Sell
26,606
-3,417
-11% -$156K 0.74% 37
2023
Q2 		$1.36M Sell
30,023
-15,847
-35% -$715K 0.82% 35
2023
Q1 		$2.08M Sell
45,870
-3,971
-8% -$180K 1.26% 19
2022
Q4 		$2.22M Buy
49,841
+1,742
+4% +$78.1K 1.51% 17
2022
Q3 		$2.12M Sell
48,099
-68
-0.1% -$3.07K 1.75% 12
2022
Q2 		$2.12M Buy
48,167
+23,396
+94% +$1.08M 1.82% 10
2022
Q1 		$1.18M Buy
24,771
+11,386
+85% +$541K 1.04% 29
2021
Q4 		$641K Buy
+13,385
New +$641K 0.62% 43

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthCare Investment Partners's FTSL Position: Q2 2026 in Review

WealthCare Investment Partners reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 3.6% in Q2 2026, selling an estimated $20.9K and leaving 12,300 shares worth $550K. The position accounts for 0.13% of the portfolio, ranked #122.

WealthCare Investment Partners first reported a position in FTSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q4 2022. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • WealthCare Investment Partners held 12,300 shares of First Trust Senior Loan Fund ETF worth $550K as of Q2 2026.
  • WealthCare Investment Partners sold 465 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $20.9K.
  • First Trust Senior Loan Fund ETF made up 0.13% of WealthCare Investment Partners's portfolio in Q2 2026, its #122 holding.
  • WealthCare Investment Partners first reported a position in First Trust Senior Loan Fund ETF in Q4 2021 and has held it in 19 quarters since.
  • WealthCare Investment Partners's First Trust Senior Loan Fund ETF position peaked at $2.22M in Q4 2022.
  • 304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.