BAM Wealth Management
FTSL icon

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
Q3 		$640K Buy
14,364
+4,052
+39% +$182K 0.35% 78
2026
Q2 		$461K Buy
10,312
+3,289
+47% +$148K 0.29% 92
2026
Q1 		$315K Buy
+7,023
New +$318K 0.24% 102

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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

BAM Wealth Management increased its First Trust Senior Loan Fund ETF (FTSL) stake by 39% in Q3 2026, buying an estimated $182K and bringing the position to 14,364 shares worth $640K. The position accounts for 0.35% of the portfolio, ranked #78.

BAM Wealth Management first reported a position in FTSL in Q1 2026 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • BAM Wealth Management held 14,364 shares of First Trust Senior Loan Fund ETF worth $640K as of Q3 2026.
  • BAM Wealth Management bought 4,052 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $182K.
  • First Trust Senior Loan Fund ETF made up 0.35% of BAM Wealth Management's portfolio in Q3 2026, its #78 holding.
  • BAM Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.