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 |
| JPMorgan Chase & Co. | 0.00% | Add +24.4% | 43,648 | $2.0M |
| Ifrah Financial Services, Inc. | 0.56% | Add +2.4% | 43,275 | $2.0M |
| EWG Elevate Inc. | 0.74% | Add +5.4% | 41,810 | $1.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.12% | Reduce -6.8% | 41,496 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.12% | Add +7.3% | 38,566 | $1.8M |
| PCG Wealth Advisors, LLC | 0.83% | Add +11.8% | 37,570 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.3% | 37,511 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +23.3% | 37,375 | $1.7M |
| Waverly Advisors, LLC | 0.04% | New | 36,475 | $1.7M |
| Clear Point Advisors Inc. | 1.36% | Add +1.4% | 35,720 | $1.7M |
| Moloney Securities Asset Management, LLC | 0.24% | Add +4.7% | 34,901 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Reduce -22.0% | 34,604 | $1.6M |
| Endowment Wealth Management, Inc. | 1.18% | Add +4.4% | 34,229 | $1.6M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -10.5% | 33,145 | $1.5M |
| Hartline Investment Corp./ | 0.27% | New | 32,988 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Add +1.1% | 32,988 | $1.5M |
| ICA Group Wealth Management, LLC | 0.30% | Reduce -12.9% | 32,690 | $1.5M |
| WESPAC Advisors, LLC | 0.87% | Add +1.5% | 32,497 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +37.1% | 32,042 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +12.4% | 32,003 | $1.5M |
| Captrust Financial Advisors | 0.01% | Reduce -17.4% | 31,624 | $1.5M |
| Eudaimonia Partners, LLC | 0.35% | New | 31,439 | $1.5M |
| Investors Research Corp | 0.34% | Reduce -2.2% | 31,349 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -0.1% | 30,391 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -8.5% | 30,389 | $1.4M |
| NewEdge Wealth, LLC | 0.03% | Reduce -1.7% | 29,295 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +31.5% | 28,618 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +27.1% | 28,349 | $1.3M |
| Mattern Wealth Management LLC | 0.32% | Add +3.0% | 28,222 | $1.3M |
| Imprint Wealth LLC | 0.31% | New | 27,524 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +14.8% | 26,960 | $1.2M |
| Coastwise Capital Group, LLC | 1.16% | Add +9.6% | 26,762 | $1.2M |
| Hilton Capital Management, LLC | 0.11% | New | 26,720 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.70% | Reduce -11.3% | 25,980 | $1.2M |
| My Legacy Advisors, LLC | 0.40% | Reduce -0.8% | 25,757 | $1.2M |
| RVW Wealth, LLC | 0.12% | Reduce -13.8% | 24,534 | $1.1M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 23,627 | $1.1M |
| WealthCare Investment Partners, LLC | 0.53% | Reduce -6.1% | 23,590 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.55% | Add +6.0% | 22,280 | $1.0M |
| Retirement Group, LLC | 0.36% | Add +0.1% | 21,698 | $1.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -72.3% | 21,441 | $991K |
| Beacon Financial Group | 0.11% | Reduce -14.1% | 21,374 | $988K |
| Capital Investment Counsel, LLC | 0.21% | Add +84.1% | 20,993 | $970K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.7% | 20,406 | $943K |
| BNP Paribas Financial Markets | 0.00% | Add +1677.5% | 19,748 | $913K |
| Clarity Financial LLC | 0.14% | No change | 19,611 | $906K |
| L & S Advisors Inc | 0.11% | Add +3.2% | 19,165 | $886K |
| Moors & Cabot, Inc. | 0.05% | Add +27.9% | 18,431 | $852K |
| KMG Fiduciary Partners, LLC | 0.09% | Add +0.3% | 18,420 | $851K |
| StoneX Group Inc. | 0.08% | Reduce -5.0% | 18,331 | $847K |
| Financial Partners Group, Inc | 0.13% | Reduce -0.9% | 18,305 | $846K |
| Eudaimonia Advisors LLC | 0.45% | New | 18,294 | $845K |
| Csenge Advisory Group | 0.05% | Reduce -23.6% | 18,172 | $840K |
| Western Wealth Management, LLC | 0.06% | Reduce -66.8% | 17,911 | $828K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -1.7% | 17,495 | $808K |
| Valmark Advisers, Inc. | 0.01% | Add +4.1% | 17,465 | $807K |
| Asset Allocation & Management Company, LLC | 0.51% | No change | 17,000 | $786K |
| Realta Investment Advisors | 0.16% | Reduce -12.1% | 16,807 | $777K |
| Sigma Planning Corp | 0.02% | Add +77.8% | 16,743 | $774K |
| Significant Wealth Partners LLC | 0.49% | Add +81.8% | 16,060 | $742K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -18.0% | 16,051 | $742K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.4% | 15,972 | $738K |
| Equitable Holdings, Inc. | 0.01% | Add +0.7% | 15,914 | $735K |
| Assetmark, Inc. | 0.00% | Add +1948.6% | 15,774 | $729K |
| Composition Wealth, LLC | 0.02% | Reduce -56.9% | 15,410 | $712K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.2% | 14,654 | $677K |
| Northwest Wealth Management, LLC | 0.18% | Reduce -5.3% | 14,202 | $656K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -22.6% | 13,803 | $638K |
| Strategic Blueprint, LLC | 0.05% | Add +6.1% | 13,778 | $637K |
| Cambridge Advisors Inc. | 0.15% | Add +0.5% | 13,764 | $636K |
| Garden State Investment Advisory Services LLC | 0.23% | Reduce -15.4% | 13,750 | $635K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -59.7% | 13,644 | $630K |
| Plotkin Financial Advisors, LLC | 0.42% | Reduce -0.1% | 13,626 | $630K |
| &partners | 0.09% | New | 13,347 | $617K |
| Octavia Wealth Advisors, LLC | 0.09% | Reduce -8.7% | 13,109 | $606K |
| FWG Holdings, LLC | 0.32% | Add +3.0% | 12,873 | $596K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -11.6% | 12,831 | $592K |
| MRA Advisory Group | 0.35% | Reduce -22.9% | 12,525 | $579K |
| Legacy Capital Group California, Inc. | 0.21% | Reduce -6.8% | 12,414 | $574K |
| TFG Advisers LLC | 0.22% | Add +46.9% | 12,370 | $572K |
| Curtis Advisory Group, LLC | 0.22% | Add +7.3% | 12,327 | $570K |
| IVC Wealth Advisors LLC | 0.33% | Reduce -5.3% | 12,219 | $565K |
| Principal Securities, Inc. | 0.02% | Add +6.3% | 12,042 | $556K |
| Castleview Partners, LLC | 0.31% | Add +2.0% | 12,010 | $555K |
| HBW Advisory Services LLC | 0.10% | No change | 12,032 | $554K |
| IFG Advisory, LLC | 0.04% | Reduce -0.8% | 11,894 | $550K |
| Capital Wealth Management, LLC | 0.26% | Reduce -72.5% | 11,860 | $548K |
| Cozad Asset Management Inc. | 0.06% | Reduce -4.4% | 11,802 | $545K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.1% | 11,745 | $543K |
| Brookstone Capital Management | 0.01% | Reduce -4.3% | 11,711 | $541K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -8.5% | 6,264 | $537K |
| Raymond James Trust N.A. | 0.01% | Add +5.2% | 11,479 | $530K |
| Alpha Cubed Investments, LLC | 0.03% | No change | 11,243 | $520K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -34.4% | 11,160 | $516K |
| Glass Jacobson Investment Advisors llc | 0.19% | Reduce -18.6% | 11,140 | $515K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -59.3% | 10,813 | $500K |
| Fortis Group Advisors, LLC | 0.09% | Reduce -3.0% | 10,730 | $496K |
| Lincoln National Corp. | 0.01% | Reduce -46.5% | 10,562 | $488K |
| Purus Wealth Management, LLC | 0.24% | No change | 10,424 | $482K |
| Vista Investment Management | 0.19% | Add +23.4% | 10,305 | $476K |
| Global Assets Advisory, LLC | 0.29% | No change | 10,310 | $476K |
| IFP Advisors, Inc | 0.02% | Add +43.3% | 10,274 | $475K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +33.7% | 10,181 | $470K |
| Private Trust Co. NA | 0.05% | Add +13.3% | 10,113 | $467K |
| TruWealth Advisors, LLC | 0.03% | Add +34.0% | 9,823 | $454K |
| Edge Financial Advisors LLC | 0.39% | — | 9,610 | $444K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -0.6% | 8,931 | $413K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.0% | 8,809 | $407K |
| Willner & Heller, LLC | 0.40% | Add +66.1% | 8,737 | $404K |
| International Assets Investment Management, LLC | 0.04% | Reduce -12.8% | 8,567 | $396K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +5.9% | 8,525 | $394K |
| Fiduciary Trust Co | 0.01% | Reduce -83.6% | 8,437 | $390K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.3% | 8,370 | $387K |
| Capital Analysts, LLC | 0.02% | Reduce -0.3% | 8,355 | $386K |
| Inspirion Wealth Advisors, LLC | 0.06% | Reduce -5.8% | 8,215 | $380K |
| Wealthfront Advisers LLC | 0.00% | New | 8,168 | $377K |
| Creative Financial Designs Inc. | 0.03% | Reduce -66.5% | 7,966 | $368K |
| Delta Financial Group, Inc. | 0.10% | No change | 7,612 | $352K |
| Columbia Advisory Partners LLC | 0.34% | Reduce -0.7% | 7,280 | $336K |
| NBT Bank, N.A. | 0.02% | Reduce -5.3% | 7,237 | $334K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -1.4% | 7,193 | $332K |
| Gray Wealth Management Inc. | 0.15% | Add +0.2% | 7,067 | $327K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -13.3% | 7,038 | $325K |
| Boyce & Associates Wealth Consulting, Inc. | 0.42% | Add +6.5% | 7,025 | $325K |
| Argent Trust Co | 0.01% | No change | 7,000 | $323K |
| 1776 Wealth LLC | 0.15% | No change | 6,986 | $323K |
| Southland Equity Partners LLC | 0.09% | Reduce -27.9% | 6,897 | $319K |
| PFG Advisors | 0.02% | Add +1.5% | 6,828 | $316K |
| Lion Street Advisors, LLC | 0.13% | No change | 6,813 | $314K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.0% | 6,752 | $312K |
| JT Stratford LLC | 0.06% | New | 6,654 | $307K |
| Financial Advocates Investment Management | 0.02% | Add +47.0% | 6,594 | $307K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.8% | 6,567 | $303K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -0.8% | 6,515 | $301K |
| Wintrust Investments LLC | 0.03% | Add +1.8% | 6,321 | $292K |
| Chiron Capital Management, LLC | 0.26% | Reduce -11.3% | 6,277 | $290K |
| SevenBridge Financial Group, LLC | 0.07% | Reduce -49.4% | 6,244 | $288K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -22.4% | 6,093 | $282K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -0.2% | 6,044 | $279K |
| Hilltop Holdings Inc. | 0.03% | Reduce -16.5% | 6,027 | $278K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -10.0% | 5,849 | $270K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -4.1% | 5,817 | $269K |
| Mgo One Seven LLC | 0.01% | Reduce -28.1% | 5,575 | $258K |
| Advisor OS, LLC | 0.03% | Reduce -2.9% | 5,386 | $249K |
| Pinion Investment Advisors, LLC | 0.13% | Reduce -42.1% | 5,329 | $246K |
| Continuum Advisory, LLC | 0.04% | Reduce -10.3% | 5,311 | $246K |
| Apriem Advisors | 0.03% | New | 5,300 | $245K |
| Waterloo Capital, L.P. | 0.03% | Reduce -27.7% | 5,245 | $242K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.1% | 5,242 | $241K |
| Jacobi Capital Management LLC | 0.02% | Add +0.5% | 5,224 | $241K |
| HRT Financial LP | 0.00% | New | 5,126 | $236K |
| Brighton Jones LLC | 0.01% | Add +0.6% | 4,999 | $231K |
| Family Legacy, Inc. | 0.08% | Reduce -11.3% | 4,941 | $228K |
| Perigon Wealth Management, LLC | 0.01% | New | 4,904 | $227K |
| Richardson Financial Services Inc. | 0.16% | No change | 4,871 | $225K |
| Centaurus Financial, Inc. | 0.02% | Reduce -12.1% | 4,796 | $222K |
| Stonebridge Financial Planning Group, LLC | 0.11% | Reduce -18.7% | 4,635 | $214K |
| FLC Capital Advisors | 0.05% | New | 4,480 | $207K |
| Seaview Investment Managers LLC | 0.06% | New | 4,413 | $204K |
| Allworth Financial LP | 0.00% | Add +29.3% | 4,411 | $204K |
| LVZ, Inc. | 0.03% | New | 4,338 | $200K |
| OneAscent Financial Services LLC | 0.02% | Reduce -14.1% | 4,323 | $200K |
| Anfield Capital Management, LLC | 0.09% | Reduce -76.3% | 4,017 | $186K |
| Spire Wealth Management | 0.00% | Reduce -9.6% | 3,856 | $178K |
| Arax Advisory Partners | 0.02% | Add +196.6% | 3,784 | $175K |
| Global Retirement Partners, LLC | 0.01% | Reduce -24.7% | 3,720 | $172K |
| Lanark Financial, Inc. | 0.01% | Add +1.2% | 3,404 | $157K |
| US Bancorp \de | 0.00% | Add +48.5% | 3,397 | $157K |
| LFA - Lugano Financial Advisors SA | 0.11% | New | 3,270 | $151K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -20.4% | 3,074 | $142K |
| GeoWealth Management, LLC | 0.00% | Add +10.7% | 2,496 | $115K |
| Consultiva Wealth Management, Corp. | 0.94% | — | 2,173 | $100K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | New | 1,964 | $91K |
| CoreCap Advisors, LLC | 0.00% | New | 1,884 | $87K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -22.4% | 1,494 | $69K |
| Sachetta, LLC | 0.03% | No change | 1,330 | $61K |
| Creekmur Asset Management LLC | 0.02% | Reduce -97.1% | 1,287 | $59K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,278 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,278 | $59K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 1,225 | $57K |
| Salomon & Ludwin, LLC | 0.00% | Add +8.0% | 1,080 | $50K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,050 | $49K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $46K |
| Key Financial Inc | 0.01% | New | 1,000 | $46K |
| Raleigh Capital Management Inc. | 0.02% | Add +161.3% | 998 | $46K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.8% | 836 | $39K |
| Tidemark, LLC | 0.02% | No change | 710 | $33K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 545 | $25K |
| WASHINGTON TRUST Co | 0.00% | New | 522 | $24K |
| City Holding Co. | 0.00% | No change | 482 | $22K |
| Balefire, LLC | 0.01% | No change | 410 | $19K |
| Rothschild Investment LLC | 0.00% | No change | 361 | $17K |
| First Manhattan Co. Llc. | 0.00% | Reduce -42.5% | 287 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 314 | $15K |
| Aspire Private Capital, LLC | 0.00% | Reduce -18.4% | 305 | $14K |
| Caitlin John, LLC | 0.01% | Reduce -9.5% | 239 | $11K |
| Blair William & Co. | 0.00% | Add +1.7% | 239 | $11K |
| Deutsche Bank AG | 0.00% | Reduce -98.3% | 216 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +0.6% | 160 | $7K |
| Penserra Capital Management LLC | 0.00% | Add +2.5% | 165 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 145 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 110 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -56.8% | 109 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 104 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 96 | $4K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -38.0% | 70 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 70 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +178.9% | 53 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 48 | $2K |
| Sandy Spring Bank | 0.00% | No change | 39 | $2K |
| Tsfg, LLC | 0.00% | Reduce -98.2% | 28 | $1K |
| Toronto Dominion Bank | 0.00% | New | 20 | $924 |
| FWL Investment Management, LLC | 0.00% | No change | 7 | $323 |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $100 |
| FMR LLC | 0.00% | Reduce -85.7% | 1 | $46 |
"% 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.