Wolff Wiese Magana’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Wolff Wiese Magana’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	$7.37K	Buy	165 +3	+2%	+$135	﹤0.01%	558
2026 Q1	$7.27K	Buy	+162	New	+$7.34K	﹤0.01%	524
2023 Q1	–	Sell	-51	Closed	-$2.27K	–	793
2022 Q4	$2.27K	Buy	+51	New	+$2.29K	﹤0.01%	486

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

Wolff Wiese Magana's FTSL Position: Q2 2026 in Review

Wolff Wiese Magana increased its First Trust Senior Loan Fund ETF (FTSL) stake by 1.9% in Q2 2026, buying an estimated $135 and bringing the position to 165 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Wolff Wiese Magana first reported a position in FTSL in Q4 2022 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Wolff Wiese Magana held 165 shares of First Trust Senior Loan Fund ETF worth $7.37K as of Q2 2026.
Wolff Wiese Magana bought 3 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $135.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #558 holding.
Wolff Wiese Magana first reported a position in First Trust Senior Loan Fund ETF in Q4 2022 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.