Western Wealth Management
FTSL icon

Western Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Western Wealth Management’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
Q3 		$1.4M Buy
31,408
+5,138
+20% +$230K 0.05% 377
2026
Q2 		$1.18M Sell
26,270
-66,422
-72% -$2.99M 0.04% 435
2026
Q1 		$4.15M Buy
92,692
+72,984
+370% +$3.31M 0.16% 129
2025
Q4 		$904K Buy
19,708
+152
+0.8% +$6.97K 0.04% 374
2025
Q3 		$896K Buy
19,556
+2,142
+12% +$98.5K 0.05% 326
2025
Q2 		$799K Buy
17,414
+1,732
+11% +$79.1K 0.05% 315
2025
Q1 		$716K Sell
15,682
-55,886
-78% -$2.58M 0.05% 310
2024
Q4 		$3.31M Buy
71,568
+6,573
+10% +$304K 0.18% 113
2024
Q3 		$2.98M Buy
64,995
+46,823
+258% +$2.15M 0.17% 117
2024
Q2 		$831K Buy
18,172
+261
+1% +$12K 0.06% 258
2024
Q1 		$828K Sell
17,911
-36,012
-67% -$1.66M 0.06% 257
2023
Q4 		$2.48M Buy
53,923
+4,281
+9% +$196K 0.18% 123
2023
Q3 		$2.27M Buy
49,642
+1,807
+4% +$82.4K 0.19% 113
2023
Q2 		$2.17M Buy
47,835
+2,809
+6% +$127K 0.18% 117
2023
Q1 		$2.04M Sell
45,026
-24,455
-35% -$1.11M 0.19% 124
2022
Q4 		$3.1M Sell
69,481
-31,955
-32% -$1.43M 0.32% 70
2022
Q3 		$4.49M Sell
101,436
-1,181
-1% -$53.3K 0.26% 87
2022
Q2 		$4.52M Buy
102,617
+6,401
+7% +$295K 0.26% 85
2022
Q1 		$4.53M Buy
96,216
+80,048
+495% +$3.8M 0.22% 98
2021
Q4 		$775K Buy
+16,168
New +$774K 0.08% 245
2021
Q2 		$362K Buy
7,546
+2,085
+38% +$100K 0.04% 442
2021
Q1 		$262K Buy
+5,461
New +$262K 0.04% 437
2019
Q3 		– Sell
-21,105
Closed -$996K – 396
2019
Q2 		$996K Sell
21,105
-2,070
-9% -$98.5K 0.13% 134
2019
Q1 		$1.09M Sell
23,175
-600
-3% -$28.3K 0.24% 100
2018
Q4 		$1.08M Buy
+23,775
New +$1.13M 0.29% 84

Other funds holding FTSL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fairvoy Private Wealth
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Western Wealth Management's FTSL Position: Q3 2026 in Review

Western Wealth Management increased its First Trust Senior Loan Fund ETF (FTSL) stake by 20% in Q3 2026, buying an estimated $230K and bringing the position to 31,408 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #377.

Western Wealth Management first reported a position in FTSL in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.53M in Q1 2022. 215 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • Western Wealth Management held 31,408 shares of First Trust Senior Loan Fund ETF worth $1.4M as of Q3 2026.
  • Western Wealth Management bought 5,138 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $230K.
  • First Trust Senior Loan Fund ETF made up 0.05% of Western Wealth Management's portfolio in Q3 2026, its #377 holding.
  • Western Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q4 2018 and has held it in 25 quarters since.
  • Western Wealth Management's First Trust Senior Loan Fund ETF position peaked at $4.53M in Q1 2022.
  • 215 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.