McAdam LLC
FTSL icon

McAdam LLC’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

McAdam LLC’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 		$218K Buy
4,891
+244
+5% +$10.9K 0.01% 471
2026
Q2 		$208K Sell
4,647
-237
-5% -$10.7K 0.01% 475
2026
Q1 		$219K Sell
4,884
-272
-5% -$12.3K 0.01% 397
2025
Q4 		$237K Sell
5,156
-641
-11% -$29.4K 0.01% 373
2025
Q3 		$266K Buy
5,797
+893
+18% +$41.1K 0.01% 332
2025
Q2 		$225K Buy
+4,904
New +$224K 0.01% 344

Other funds holding FTSL

Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 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 13.84% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Fairway Financial
Fairway Financial Casselberry, Florida $160M AUM 10.84% 1-Year Est. Return

McAdam LLC's FTSL Position: Q3 2026 in Review

McAdam LLC increased its First Trust Senior Loan Fund ETF (FTSL) stake by 5.3% in Q3 2026, buying an estimated $10.9K and bringing the position to 4,891 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #471.

McAdam LLC first reported a position in FTSL in Q2 2025 and has held it in 6 quarters since. The position peaked at $266K in Q3 2025. 89 funds tracked by Wall St. Rank hold FTSL as of Q3 2026.

  • McAdam LLC held 4,891 shares of First Trust Senior Loan Fund ETF worth $218K as of Q3 2026.
  • McAdam LLC bought 244 First Trust Senior Loan Fund ETF shares in Q3 2026, an estimated $10.9K.
  • First Trust Senior Loan Fund ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #471 holding.
  • McAdam LLC first reported a position in First Trust Senior Loan Fund ETF in Q2 2025 and has held it in 6 quarters since.
  • McAdam LLC's First Trust Senior Loan Fund ETF position peaked at $266K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.