First Trust Senior Loan ETFFTSLETF
13F holders, Q1 2024 (March 31)315holders
1famous investor
$46.22avg. 13F price*
At the end of Q1 2024, 315 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings. The largest holders were Morgan Stanley ($207.8M), LPL Financial LLC ($116.1M) and Bank of America Corp. ($90.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Senior Loan ETF
- CUSIP
- 33738D309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $33.2M |
| Exits | 31 | $29.2M |
Ownership 315 holders
| Morgan Stanley | 0.02% | Add +26.6% | 4,496,052 | $207.8M |
| LPL Financial LLC | 0.06% | Add +8.9% | 2,512,166 | $116.1M |
| Bank of America Corp. | 0.01% | Reduce -42.0% | 1,960,879 | $90.6M |
| Royal Bank of Canada | 0.02% | Reduce -9.6% | 1,919,425 | $88.7M |
| One Capital Management, LLC | 2.18% | Add +18.8% | 1,301,150 | $60.1M |
| UBS Group AG | 0.02% | Reduce -6.0% | 1,291,687 | $59.7M |
| Wells Fargo & Company | 0.02% | Add +5.2% | 1,268,574 | $58.6M |
| First Trust Advisors LP | 0.04% | Add +39.9% | 934,778 | $43.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -18.2% | 753,742 | $34.8M |
| Flaharty Asset Management, LLC | 5.00% | Reduce -6.9% | 728,531 | $33.7M |
| Osaic Holdings, Inc. | 0.07% | Add +0.7% | 714,363 | $33.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.2% | 655,019 | $30.3M |
| Welch & Forbes LLC | 0.38% | Add +7.2% | 604,916 | $28.0M |
| Raymond James & Associates | 0.02% | Add +3.9% | 501,176 | $23.2M |
| NorthCoast Asset Management LLC | 0.28% | New | 478,575 | $22.1M |
| Renaissance Technologies | 0.03% | Reduce -6.2% | 469,100 | $21.7M |
| TL Private Wealth | 10.61% | Add +4.8% | 464,284 | $21.5M |
| Stifel Financial Corp. | 0.02% | Add +13.0% | 430,132 | $19.9M |
| Hikari Tsushin, Inc. | 1.33% | Add +75.1% | 363,055 | $16.8M |
| Cwm, LLC | 0.08% | Add +19.6% | 343,890 | $15.9M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -1.5% | 342,805 | $15.8M |
| Cyndeo Wealth Partners, LLC | 1.31% | Add +2.6% | 340,080 | $15.7M |
| Virtue Capital Management, LLC | 2.80% | Reduce -16.2% | 337,682 | $15.6M |
| Cetera Investment Advisers | 0.04% | Add +424.0% | 323,042 | $14.9M |
| Truist Financial Corp. | 0.02% | Add +15.2% | 271,735 | $12.6M |
| Tower Wealth Partners, Inc. | 5.93% | Add +3.0% | 197,725 | $9.1M |
| NewEdge Advisors, LLC | 0.08% | Add +8.9% | 195,501 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -21.7% | 188,331 | $8.7M |
| Cherry Creek Investment Advisors, Inc. | 4.60% | Add +3.0% | 183,863 | $8.5M |
| Presidio Capital Management, LLC | 6.00% | Add +14.3% | 178,060 | $8.2M |
| RFG Advisory, LLC | 0.26% | Add +7.9% | 165,796 | $7.7M |
| Jane Street Group, LLC | 0.01% | Reduce -88.4% | 162,776 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -47.4% | 153,859 | $7.1M |
| Nilsine Partners, LLC | 0.92% | Add +2.2% | 145,187 | $6.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Reduce -5.8% | 137,817 | $6.4M |
| Chicago Partners Investment Group LLC | 0.27% | Add +6.9% | 137,423 | $6.3M |
| Lake Street Private Wealth, LLC | 0.85% | Add +5.1% | 133,265 | $6.2M |
| Little Harbor Advisors, LLC | 4.10% | Reduce -2.0% | 132,551 | $6.1M |
| Lokken Investment Group LLC | 2.93% | Reduce -1.1% | 127,409 | $5.9M |
| RiverTree Advisors, LLC | 3.95% | Reduce -0.4% | 127,153 | $5.9M |
| RPg Family Wealth Advisory, LLC | 1.81% | Add +4.9% | 123,616 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -19.9% | 123,596 | $5.7M |
| Prospera Financial Services Inc | 0.17% | Reduce -4.5% | 123,511 | $5.7M |
| Accel Wealth Management | 2.40% | Add +0.1% | 122,477 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +15.5% | 120,201 | $5.6M |
| Midwest Heritage Bank, FSB | 2.82% | Add +18.8% | 115,951 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Add +40.2% | 115,786 | $5.4M |
| Clear Creek Financial Management, LLC | 0.68% | Add +90.9% | 115,393 | $5.3M |
| Asset Allocation Strategies LLC | 1.80% | Add +3.3% | 110,343 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.6% | 103,314 | $4.8M |
| Mariner, LLC | 0.01% | Add +11.3% | 100,887 | $4.7M |
| Coppell Advisory Solutions Corp. | 0.87% | — | 100,006 | $4.6M |
| Adams Wealth Management | 1.10% | Add +18.7% | 97,887 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.4% | 94,807 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -24.5% | 89,714 | $4.1M |
| Sowell Financial Services LLC | 0.18% | Reduce -37.4% | 83,025 | $3.8M |
| MML Investors Services, LLC | 0.02% | Reduce -8.7% | 82,642 | $3.8M |
| TrueWealth Advisors, LLC | 1.47% | Add +471.6% | 82,496 | $3.8M |
| Integrity Financial Corp | 2.48% | Add +10.3% | 78,109 | $3.6M |
| Integrated Advisors Network LLC | 0.18% | Add +0.9% | 77,794 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 77,032 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.18% | Reduce -7.8% | 76,432 | $3.5M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -5.9% | 76,052 | $3.5M |
| Colorado Capital Management, Inc. | 2.00% | Reduce -10.4% | 74,898 | $3.5M |
| Aspen Investment Management Inc | 1.75% | Reduce -15.1% | 74,730 | $3.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -1.2% | 74,558 | $3.4M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +6.8% | 73,584 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -27.5% | 72,739 | $3.4M |
| Aurora Private Wealth, Inc. | 2.88% | Add +12.7% | 72,166 | $3.3M |
| Trustmark Bank Trust Department | 0.26% | No change | 70,000 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Add +18.2% | 69,449 | $3.2M |
| Kovack Advisors, Inc. | 0.37% | Add +17.3% | 66,760 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.8% | 66,314 | $3.1M |
| Philip James Wealth Mangement, LLC | 2.15% | Add +4.8% | 65,808 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +21.1% | 62,528 | $2.9M |
| Trivium Point Advisory, LLC | 0.62% | Reduce -4.0% | 62,154 | $2.9M |
| McNaughton Wealth Management, LLC | 1.58% | Add +4.9% | 61,624 | $2.8M |
| American Financial Advisors, LLC | 0.40% | Reduce -2.0% | 61,597 | $2.8M |
| Comerica Bank | 0.01% | Reduce -14.8% | 61,132 | $2.8M |
| Wagner Wealth Management, LLC | 0.84% | Reduce -94.6% | 59,644 | $2.8M |
| Oder Investment Management, LLC | 2.51% | Add +2.2% | 58,280 | $2.7M |
| Prudential PLC | 0.02% | Reduce -12.9% | 57,650 | $2.7M |
| Financial Enhancement Group LLC | 0.43% | Reduce -16.6% | 56,100 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +14.0% | 55,385 | $2.6M |
| First Heartland Consultants, Inc. | 0.26% | Add +0.1% | 54,220 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +4.2% | 52,973 | $2.4M |
| DHK Financial Advisors, Inc. | 1.71% | Add +2.4% | 52,402 | $2.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +4.9% | 52,399 | $2.4M |
| Blackhawk Capital Partners, LLC | 1.50% | Reduce -1.6% | 52,119 | $2.4M |
| Harbour Investments, Inc. | 0.08% | Reduce -36.1% | 51,578 | $2.4M |
| Flagstar Securities, Inc. | 0.65% | Reduce -18.0% | 50,808 | $2.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +2.9% | 50,434 | $2.3M |
| Trinity Legacy Partners, LLC | 0.68% | Reduce -4.6% | 49,917 | $2.3M |
| Independent Financial Group, LLC | 0.11% | Reduce -7.3% | 49,910 | $2.3M |
| Harvest Investment Services, LLC | 0.88% | Add +27.7% | 47,409 | $2.2M |
| Saxon Interests, Inc. | 1.04% | Reduce -1.9% | 47,042 | $2.2M |
| Twin Peaks Wealth Advisors, LLC | 1.18% | Reduce -13.1% | 46,014 | $2.1M |
| Private Portfolio Partners LLC | 0.44% | Add +4.6% | 45,779 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +350.1% | 45,294 | $2.1M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -21.8% | 44,999 | $2.1M |
"% of holder's portfolio" is FTSL's weight in each manager's 13F, not the share of First Trust Senior Loan ETF the manager owns.