First Trust Senior Loan ETFFTSLETF
13F holders, Q2 2024 (June 30)332holders +17
40new positions
26sold out
1famous investor
$45.72avg. 13F price*
At the end of Q2 2024, 332 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings, up 17 from Q1 2024. 40 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($212.9M), LPL Financial LLC ($97.8M) and Bank of America Corp. ($87.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $34.9M |
| Exits | 26 | $13.0M |
All 13F filers, Q1 2024 → Q2 2024: 3,061,749 shares bought and 1,806,503 shares sold, net +1,255,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 332 holders
| Morgan Stanley | 0.02% | Add +3.6% | 4,658,294 | $212.9M |
| LPL Financial LLC | 0.05% | Reduce -14.8% | 2,140,027 | $97.8M |
| Bank of America Corp. | 0.01% | Reduce -2.7% | 1,908,774 | $87.3M |
| Royal Bank of Canada | 0.02% | Reduce -1.7% | 1,887,431 | $86.3M |
| One Capital Management, LLC | 2.12% | Add +4.7% | 1,362,059 | $62.3M |
| Wells Fargo & Company | 0.02% | Add +6.1% | 1,345,866 | $61.5M |
| UBS Group AG | 0.02% | Reduce -10.9% | 1,151,293 | $52.6M |
| First Trust Advisors LP | 0.05% | Add +21.4% | 1,134,736 | $51.9M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +22.1% | 919,922 | $42.0M |
| Flaharty Asset Management, LLC | 5.01% | Add +1.8% | 741,326 | $33.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.2% | 728,333 | $33.3M |
| Welch & Forbes LLC | 0.38% | Add +1.9% | 616,140 | $28.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -16.6% | 595,588 | $27.2M |
| Raymond James & Associates | 0.02% | Add +3.6% | 519,224 | $23.7M |
| NorthCoast Asset Management LLC | 0.20% | Add +8.2% | 518,006 | $23.7M |
| Hikari Tsushin, Inc. | 1.80% | Add +40.4% | 509,834 | $23.3M |
| TL Private Wealth | 9.68% | Add +0.0% | 464,323 | $21.4M |
| Stifel Financial Corp. | 0.02% | Add +5.3% | 452,807 | $20.7M |
| Virtue Capital Management, LLC | 3.07% | Add +15.5% | 390,158 | $17.9M |
| Cwm, LLC | 0.08% | Add +12.5% | 386,858 | $17.7M |
| Kestra Advisory Services, LLC | 0.09% | Add +4.3% | 357,451 | $16.3M |
| Cyndeo Wealth Partners, LLC | 1.25% | Add +2.7% | 349,387 | $16.0M |
| Cetera Investment Advisers | 0.03% | Add +1.6% | 328,354 | $15.0M |
| Truist Financial Corp. | 0.02% | Add +1.9% | 277,012 | $12.7M |
| Tower Wealth Partners, Inc. | 6.54% | Add +17.1% | 231,566 | $10.6M |
| NewEdge Advisors, LLC | 0.08% | Add +17.4% | 229,595 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +19.8% | 225,543 | $10.3M |
| Prospera Financial Services Inc | 0.25% | Add +62.3% | 200,478 | $9.2M |
| Cherry Creek Investment Advisors, Inc. | 4.35% | Reduce -0.8% | 182,386 | $8.3M |
| Presidio Capital Management, LLC | 5.78% | Add +1.5% | 180,792 | $8.3M |
| RFG Advisory, LLC | 0.27% | Add +7.3% | 177,897 | $8.1M |
| Brookstone Capital Management | 0.13% | Add +1311.9% | 165,350 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.8% | 165,940 | $7.6M |
| Nilsine Partners, LLC | 0.91% | Add +2.0% | 148,098 | $6.8M |
| Chicago Partners Investment Group LLC | 0.25% | Add +4.2% | 143,199 | $6.6M |
| Renaissance Technologies | 0.01% | Reduce -70.7% | 137,600 | $6.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.19% | Reduce -0.8% | 136,735 | $6.3M |
| Relative Value Partners Group, LLC | 0.81% | New | 135,934 | $6.2M |
| Lake Street Private Wealth, LLC | 0.81% | Add +2.0% | 135,934 | $6.2M |
| Little Harbor Advisors, LLC | 3.91% | No change | 132,551 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +26.0% | 130,137 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.3% | 128,847 | $5.9M |
| RiverTree Advisors, LLC | 3.93% | Reduce -1.1% | 125,714 | $5.7M |
| Lokken Investment Group LLC | 2.70% | Reduce -1.6% | 125,414 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +4.3% | 125,309 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +31.8% | 124,979 | $5.7M |
| Midwest Heritage Bank, FSB | 2.80% | Add +4.7% | 121,430 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +93.1% | 120,721 | $5.5M |
| RPg Family Wealth Advisory, LLC | 1.80% | Reduce -2.9% | 120,062 | $5.5M |
| Accel Wealth Management | 2.13% | Reduce -4.9% | 116,479 | $5.3M |
| Clear Creek Financial Management, LLC | 0.64% | Add +0.2% | 115,644 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +24.2% | 111,418 | $5.1M |
| Asset Allocation Strategies LLC | 1.65% | Reduce -3.0% | 107,080 | $4.9M |
| Adams Wealth Management | 1.11% | Add +7.4% | 105,144 | $4.8M |
| CacheTech Inc. | 1.11% | — | 105,144 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -37.9% | 101,086 | $4.6M |
| Mariner, LLC | 0.01% | Reduce -0.6% | 100,273 | $4.6M |
| Exencial Wealth Advisors, LLC | 0.17% | Add +318.2% | 98,805 | $4.5M |
| MML Investors Services, LLC | 0.02% | Add +15.8% | 95,694 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +69.8% | 94,047 | $4.3M |
| Friedenthal Financial | 2.68% | New | 93,894 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | — | 92,447 | $4.3M |
| Trustmark Bank Trust Department | 0.31% | Add +21.4% | 85,000 | $3.9M |
| Integrity Financial Corp | 2.40% | Add +7.6% | 84,041 | $3.8M |
| Pine Valley Investments Ltd Liability Co | 0.28% | Add +504.0% | 83,372 | $3.8M |
| Nations Financial Group Inc, /Ia/ | 0.31% | Add +12.5% | 82,807 | $3.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +9.7% | 81,819 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +15.7% | 80,374 | $3.7M |
| TrueWealth Advisors, LLC | 1.32% | Reduce -5.3% | 78,149 | $3.6M |
| Colorado Capital Management, Inc. | 1.97% | Add +3.2% | 77,285 | $3.5M |
| Integrated Advisors Network LLC | 0.18% | Reduce -1.1% | 76,971 | $3.5M |
| Coppell Advisory Solutions LLC | 0.57% | — | 76,045 | $3.5M |
| Aurora Private Wealth, Inc. | 2.99% | Add +3.4% | 74,636 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -36.1% | 73,945 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.16% | Reduce -4.8% | 72,743 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.8% | 72,173 | $3.3M |
| SageView Advisory Group, LLC | 0.20% | New | 70,755 | $3.2M |
| Aspen Investment Management Inc | 1.61% | Reduce -5.6% | 70,524 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.0% | 69,664 | $3.2M |
| McNaughton Wealth Management, LLC | 1.61% | Add +8.0% | 66,579 | $3.0M |
| Kovack Advisors, Inc. | 0.33% | Reduce -1.6% | 65,667 | $3.0M |
| Sowell Financial Services LLC | 0.14% | Reduce -24.7% | 62,535 | $2.9M |
| Trivium Point Advisory, LLC | 0.42% | Reduce -1.5% | 61,236 | $2.8M |
| Oder Investment Management, LLC | 2.48% | Add +2.8% | 59,904 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +30.1% | 56,803 | $2.6M |
| Twin Peaks Wealth Advisors, LLC | 1.28% | Add +22.2% | 56,238 | $2.6M |
| Prudential PLC | 0.02% | Reduce -2.5% | 56,200 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +5.6% | 55,936 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -27.4% | 55,231 | $2.5M |
| Milestone Asset Management, LLC | 0.63% | New | 54,662 | $2.5M |
| Flagstar Securities, Inc. | 0.68% | Add +7.5% | 54,628 | $2.5M |
| First Heartland Consultants, Inc. | 0.25% | Add +0.3% | 54,391 | $2.5M |
| Wagner Wealth Management, LLC | 0.74% | Reduce -8.9% | 54,317 | $2.5M |
| Blackhawk Capital Partners, LLC | 1.50% | Add +4.2% | 54,298 | $2.5M |
| Comerica Bank | 0.01% | Reduce -11.2% | 54,295 | $2.5M |
| American Financial Advisors, LLC | 0.35% | Reduce -12.5% | 53,906 | $2.5M |
| DHK Financial Advisors, Inc. | 1.70% | Add +1.9% | 53,407 | $2.4M |
| Private Advisory Group LLC | 0.32% | New | 52,750 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.6% | 52,699 | $2.4M |
| Visionary Wealth Advisors | 0.16% | New | 52,594 | $2.4M |
"% 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.