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

BAM 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
Q2 		$461K Buy
10,312
+3,289
+47% +$148K 0.29% 92
2026
Q1 		$315K Buy
+7,023
New +$318K 0.24% 102

Other funds holding FTSL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BAM Wealth Management's FTSL Position: Q2 2026 in Review

BAM Wealth Management increased its First Trust Senior Loan Fund ETF (FTSL) stake by 47% in Q2 2026, buying an estimated $148K and bringing the position to 10,312 shares worth $461K. The position accounts for 0.29% of the portfolio, ranked #92.

BAM Wealth Management first reported a position in FTSL in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • BAM Wealth Management held 10,312 shares of First Trust Senior Loan Fund ETF worth $461K as of Q2 2026.
  • BAM Wealth Management bought 3,289 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $148K.
  • First Trust Senior Loan Fund ETF made up 0.29% of BAM Wealth Management's portfolio in Q2 2026, its #92 holding.
  • BAM Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.