World Investment Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

World Investment 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	$298K	Buy	+6,649	New	+$299K	﹤0.01%	1232
2022 Q4	–	Sell	-8,484	Closed	-$374K	–	251
2022 Q3	$374K	Hold	8,484	–	–	0.09%	161
2022 Q2	$385K	Sell	8,484 -8,434	-50%	-$388K	0.08%	171
2022 Q1	$796K	Sell	16,918 -641	-4%	-$30.4K	0.17%	102
2021 Q4	$839K	Buy	17,559 +1,022	+6%	+$48.9K	0.18%	102
2021 Q3	$791K	Buy	16,537 +9,010	+120%	+$432K	0.18%	94
2021 Q2	$361K	Buy	7,527 +522	+7%	+$25K	0.08%	167
2021 Q1	$336K	Buy	7,005 +446	+7%	+$21.4K	0.08%	163
2020 Q4	$316K	Buy	+6,559	New	+$306K	0.08%	156

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 22.9% 1-Year Est. Return

World Investment Advisors's FTSL Position: Q2 2026 in Review

World Investment Advisors opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 6,649 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings. This is a return to the name: World Investment Advisors previously reported a position in FTSL as recently as Q3 2022.

World Investment Advisors first reported a position in FTSL in Q4 2020 and has held it in 9 quarters since. The position peaked at $839K in Q4 2021. 304 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

World Investment Advisors held 6,649 shares of First Trust Senior Loan Fund ETF worth $298K as of Q2 2026.
First Trust Senior Loan Fund ETF was a new World Investment Advisors position in Q2 2026.
First Trust Senior Loan Fund ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1232 holding.
World Investment Advisors first reported a position in First Trust Senior Loan Fund ETF in Q4 2020 and has held it in 9 quarters since.
World Investment Advisors's First Trust Senior Loan Fund ETF position peaked at $839K in Q4 2021.
304 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

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