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 |
| Fullcircle Wealth LLC | 1.17% | — | 51,904 | $2.4M |
| Trinity Legacy Partners, LLC | 0.67% | Add +3.3% | 51,548 | $2.4M |
| Saxon Interests, Inc. | 1.08% | Add +5.5% | 49,634 | $2.3M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -2.3% | 49,290 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | Add +8.3% | 48,727 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +7.2% | 48,531 | $2.2M |
| Mutual Advisors, LLC | 0.07% | Add +37.2% | 47,468 | $2.2M |
| Harbour Investments, Inc. | 0.07% | Reduce -7.6% | 47,645 | $2.2M |
| Private Portfolio Partners LLC | 1.69% | Reduce -0.9% | 45,345 | $2.1M |
| Moloney Securities Asset Management, LLC | 0.30% | Add +28.7% | 44,931 | $2.1M |
| Ifrah Financial Services, Inc. | 0.58% | Add +3.8% | 44,911 | $2.1M |
| Harvest Investment Services, LLC | 0.79% | Reduce -7.6% | 43,801 | $2.0M |
| EWG Elevate Inc. | 0.72% | Add +3.8% | 43,387 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +13.5% | 42,590 | $1.9M |
| Independent Financial Group, LLC | 0.08% | Reduce -15.7% | 42,074 | $1.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.11% | Add +0.6% | 41,751 | $1.9M |
| Key Client Fiduciary Advisors, LLC | 0.96% | Add +86.7% | 41,589 | $1.9M |
| Financial Advocates Investment Management | 0.12% | Add +516.2% | 40,631 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Add +25.3% | 40,134 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +6.2% | 39,677 | $1.8M |
| Endowment Wealth Management, Inc. | 1.29% | Add +13.1% | 38,718 | $1.8M |
| Old Mission Capital LLC | 0.05% | New | 38,588 | $1.8M |
| PCG Wealth Advisors, LLC | 0.75% | Add +0.2% | 37,653 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.44% | New | 37,389 | $1.7M |
| StoneX Group Inc. | 0.14% | Add +103.9% | 37,371 | $1.7M |
| Clear Point Advisors Inc. | 1.38% | Add +3.2% | 36,865 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.10% | Reduce -5.0% | 36,646 | $1.7M |
| CoreCap Advisors, LLC | 0.17% | Add +1845.1% | 36,645 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.4% | 35,604 | $1.6M |
| Silver Oak Securities, Incorporated | 0.23% | Add +3.3% | 34,227 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +145.0% | 33,429 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +2.1% | 32,664 | $1.5M |
| Flow Traders U.S. LLC | 0.07% | New | 32,285 | $1.5M |
| Investors Research Corp | 0.33% | Reduce -0.3% | 31,248 | $1.4M |
| Arete Wealth Advisors, LLC | 0.12% | Add +76.5% | 30,881 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +13.2% | 30,514 | $1.4M |
| OneAscent Financial Services LLC | 0.19% | Add +595.0% | 30,044 | $1.4M |
| Coastwise Capital Group, LLC | 1.32% | Add +12.0% | 29,974 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 29,540 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -4.5% | 29,016 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +1.1% | 28,934 | $1.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -1.6% | 28,815 | $1.3M |
| Financial Enhancement Group LLC | 0.20% | Reduce -51.6% | 27,157 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -15.4% | 26,749 | $1.2M |
| My Legacy Advisors, LLC | 0.37% | Reduce -2.1% | 25,210 | $1.2M |
| WealthCare Investment Partners, LLC | 0.52% | Add +4.2% | 24,573 | $1.1M |
| Hilton Capital Management, LLC | 0.09% | Reduce -8.2% | 24,530 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +55.3% | 22,756 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.56% | Reduce -15.3% | 21,993 | $1.0M |
| Valmark Advisers, Inc. | 0.02% | Add +25.7% | 21,954 | $1.0M |
| TAP Consulting, LLC | 0.21% | New | 21,882 | $1.0M |
| WESPAC Advisors, LLC | 0.77% | Reduce -33.7% | 21,554 | $985K |
| Iams Wealth Management, LLC | 0.52% | New | 20,850 | $953K |
| Beacon Financial Group | 0.11% | Reduce -2.5% | 20,843 | $953K |
| Capital Investment Counsel, LLC | 0.18% | Reduce -3.5% | 20,260 | $926K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 19,873 | $908K |
| Clarity Financial LLC | 0.13% | No change | 19,611 | $896K |
| Assetmark, Inc. | 0.00% | Add +23.6% | 19,488 | $891K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -9.8% | 19,342 | $884K |
| L & S Advisors Inc | 0.11% | Reduce -1.6% | 18,856 | $862K |
| KMG Fiduciary Partners, LLC | 0.08% | Add +0.2% | 18,463 | $844K |
| ShoreHaven Wealth Partners, LLC | 0.44% | New | 18,258 | $835K |
| Western Wealth Management, LLC | 0.06% | Add +1.5% | 18,172 | $831K |
| Moors & Cabot, Inc. | 0.04% | Reduce -2.3% | 18,009 | $823K |
| Sigma Planning Corp | 0.03% | Add +6.8% | 17,887 | $818K |
| Financial Partners Group, Inc | 0.13% | Reduce -4.2% | 17,529 | $801K |
| Gentry Private Wealth, LLC | 0.70% | — | 17,394 | $795K |
| Atria Investments, Inc | 0.01% | Reduce -39.5% | 17,160 | $784K |
| Activest Wealth Management | 0.26% | New | 17,121 | $783K |
| Asset Allocation & Management Company, LLC | 0.51% | No change | 17,000 | $777K |
| Spire Wealth Management | 0.03% | Add +340.4% | 16,980 | $776K |
| Mattern Wealth Management LLC | 0.18% | Reduce -40.6% | 16,756 | $766K |
| Boyce & Associates Wealth Consulting, Inc. | 0.88% | Add +133.8% | 16,422 | $751K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.2% | 16,405 | $750K |
| Equitable Holdings, Inc. | 0.01% | Add +1.4% | 16,140 | $738K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -2.3% | 15,608 | $713K |
| GTS Securities LLC | 0.01% | New | 15,592 | $713K |
| Realta Investment Advisors | 0.14% | Reduce -7.8% | 15,489 | $708K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +154.2% | 15,362 | $702K |
| HRT Financial LP | 0.00% | Add +189.5% | 14,839 | $678K |
| Plotkin Financial Advisors, LLC | 0.43% | Add +8.1% | 14,726 | $673K |
| Octavia Wealth Advisors, LLC | 0.09% | Add +10.6% | 14,502 | $663K |
| Northwest Wealth Management, LLC | 0.17% | Add +0.9% | 14,333 | $655K |
| TFG Advisers LLC | 0.25% | Add +14.9% | 14,211 | $650K |
| HBW Advisory Services LLC | 0.11% | Add +17.5% | 14,138 | $646K |
| Cambridge Advisors Inc. | 0.15% | Add +1.8% | 14,017 | $641K |
| Strategic Blueprint, LLC | 0.04% | Add +0.7% | 13,873 | $634K |
| &partners | 0.03% | No change | 13,347 | $610K |
| Garden State Investment Advisory Services LLC | 0.21% | Reduce -3.4% | 13,284 | $607K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 12,937 | $591K |
| Walkner Condon Financial Advisors LLC | 0.13% | No change | 12,831 | $587K |
| TrueMark Investments, LLC | 0.20% | New | 12,720 | $581K |
| MRA Advisory Group | 0.33% | Reduce -0.1% | 12,514 | $572K |
| Philip James Wealth Mangement, LLC | 0.38% | Reduce -81.2% | 12,352 | $565K |
| Principal Securities, Inc. | 0.02% | Add +2.5% | 12,346 | $564K |
| Raymond James Trust N.A. | 0.01% | Add +5.7% | 12,131 | $555K |
| Curtis Advisory Group, LLC | 0.19% | Reduce -1.9% | 12,091 | $553K |
| IVC Wealth Advisors LLC | 0.31% | Reduce -1.4% | 12,052 | $551K |
| Farther Finance Advisors, LLC | 0.03% | Add +17074.3% | 12,022 | $551K |
| Castleview Partners, LLC | 0.31% | Reduce -0.1% | 11,998 | $548K |
| Cozad Asset Management Inc. | 0.05% | Add +0.1% | 11,816 | $540K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +16.0% | 11,812 | $540K |
| Legacy Capital Group California, Inc. | 0.19% | Reduce -5.8% | 11,692 | $534K |
| ICA Group Wealth Management, LLC | 0.32% | Reduce -64.8% | 11,524 | $527K |
| AlphaStar Capital Management, LLC | 0.05% | No change | 6,264 | $526K |
| RVW Wealth, LLC | 0.05% | Reduce -53.2% | 11,489 | $525K |
| Glass Jacobson Investment Advisors llc | 0.19% | Add +0.7% | 11,216 | $513K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.0% | 11,162 | $510K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -0.9% | 11,143 | $509K |
| Mgo One Seven LLC | 0.02% | Add +95.5% | 10,901 | $498K |
| Private Trust Co. NA | 0.05% | Add +7.3% | 10,856 | $496K |
| IFP Advisors, Inc | 0.02% | Add +4.9% | 10,782 | $493K |
| Purus Wealth Management, LLC | 0.21% | No change | 10,424 | $476K |
| Venture Visionary Partners LLC | 0.02% | New | 10,185 | $466K |
| International Assets Investment Management, LLC | 0.04% | Add +13.8% | 9,745 | $445K |
| CreativeOne Wealth, LLC | 0.02% | New | 9,502 | $434K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +11.9% | 9,370 | $428K |
| Csenge Advisory Group | 0.02% | Reduce -49.8% | 9,118 | $417K |
| Willner & Heller, LLC | 0.39% | Add +1.9% | 8,905 | $407K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -19.1% | 8,750 | $400K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 8,525 | $390K |
| Capital Analysts, LLC | 0.02% | Add +1.9% | 8,516 | $389K |
| JT Stratford LLC | 0.07% | Add +27.6% | 8,488 | $388K |
| IFG Advisory, LLC | 0.02% | Reduce -31.7% | 8,121 | $371K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.1% | 8,095 | $370K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -11.6% | 7,895 | $361K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -30.2% | 7,791 | $358K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -76.8% | 7,668 | $350K |
| Meridian Wealth Management, LLC | 0.04% | New | 7,616 | $348K |
| Delta Financial Group, Inc. | 0.15% | No change | 7,612 | $348K |
| PFG Advisors | 0.02% | Add +10.4% | 7,537 | $345K |
| Inspirion Wealth Advisors, LLC | 0.05% | Reduce -10.3% | 7,369 | $337K |
| FWG Holdings, LLC | 0.17% | Reduce -44.2% | 7,183 | $330K |
| Argent Trust Co | 0.01% | No change | 7,000 | $320K |
| Gray Wealth Management Inc. | 0.14% | Reduce -1.1% | 6,987 | $319K |
| NBT Bank, N.A. | 0.02% | Reduce -5.6% | 6,831 | $312K |
| Centaurus Financial, Inc. | 0.02% | Add +42.4% | 6,831 | $312K |
| Mainstay Capital Management LLC | 0.05% | New | 6,719 | $307K |
| CW Advisors, LLC | 0.00% | New | 6,676 | $305K |
| Columbia Advisory Partners LLC | 0.30% | Reduce -8.4% | 6,668 | $305K |
| Southland Equity Partners LLC | 0.09% | Reduce -3.5% | 6,657 | $304K |
| Perigon Wealth Management, LLC | 0.01% | Add +34.8% | 6,608 | $302K |
| IHT Wealth Management, LLC | 0.01% | New | 6,484 | $296K |
| Advisor OS, LLC | 0.03% | Add +20.2% | 6,473 | $296K |
| Wintrust Investments LLC | 0.02% | Add +0.7% | 6,366 | $291K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.7% | 6,318 | $289K |
| Chiron Capital Management, LLC | 0.27% | No change | 6,277 | $287K |
| SevenBridge Financial Group, LLC | 0.06% | No change | 6,244 | $285K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -13.9% | 6,193 | $283K |
| Creative Financial Designs Inc. | 0.02% | Reduce -23.2% | 6,120 | $280K |
| Seaview Investment Managers LLC | 0.08% | Add +34.7% | 5,946 | $272K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.7% | 5,926 | $271K |
| Brighton Jones LLC | 0.01% | Add +18.0% | 5,900 | $270K |
| Arax Advisory Partners | 0.03% | Add +51.7% | 5,742 | $262K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -2.6% | 5,696 | $260K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -2.4% | 5,676 | $259K |
| Merkkuri Wealth Advisors LLC | 0.23% | — | 5,442 | $250K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -17.0% | 5,406 | $247K |
| Pinion Investment Advisors, LLC | 0.12% | No change | 5,329 | $244K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -21.3% | 5,313 | $243K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.7% | 5,084 | $232K |
| LVZ, Inc. | 0.03% | Add +17.0% | 5,074 | $232K |
| Synergy Asset Management, LLC | 0.04% | New | 4,987 | $228K |
| Family Legacy, Inc. | 0.08% | Reduce -0.4% | 4,920 | $225K |
| Richardson Financial Services Inc. | 0.16% | Reduce -0.6% | 4,841 | $221K |
| Hyperion Partners, LLC | 0.16% | New | 4,831 | $221K |
| Ehrlich Financial Group | 0.17% | New | 4,789 | $219K |
| Stephens Inc. | 0.00% | New | 4,616 | $211K |
| FLC Capital Advisors | 0.05% | No change | 4,480 | $205K |
| Allworth Financial LP | 0.00% | Reduce -2.1% | 4,319 | $200K |
| Continuum Advisory, LLC | 0.03% | Reduce -19.1% | 4,294 | $196K |
| Anfield Capital Management, LLC | 0.09% | No change | 4,017 | $184K |
| US Bancorp \de | 0.00% | Add +4.5% | 3,549 | $162K |
| Lanark Financial, Inc. | 0.01% | Add +1.1% | 3,442 | $157K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.2% | 3,342 | $153K |
| LFA - Lugano Financial Advisors SA | 0.11% | No change | 3,270 | $149K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -14.2% | 2,639 | $121K |
| Register Financial Advisors LLC | 0.06% | New | 2,513 | $115K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.0% | 2,472 | $113K |
| Consultiva Wealth Management, Corp. | 0.90% | No change | 2,173 | $99K |
| Jones Financial Companies LLLP | 0.00% | Add +1869.2% | 2,048 | $94K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +1.6% | 1,996 | $91K |
| BlackRock Inc. | 0.00% | New | 1,561 | $71K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 1,500 | $69K |
| Creekmur Asset Management LLC | 0.02% | Add +10.1% | 1,417 | $65K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,278 | $58K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,278 | $58K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +0.6% | 1,232 | $56K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,050 | $48K |
| Raleigh Capital Management Inc. | 0.02% | Add +1.9% | 1,017 | $46K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $46K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 1,000 | $46K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.6% | 841 | $38K |
| Tidemark, LLC | 0.01% | No change | 710 | $32K |
| Larson Financial Group LLC | 0.00% | New | 600 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 545 | $25K |
| Strategic Financial Concepts, LLC | 0.01% | New | 10,705 | $23K |
| Astor Investment Management LLC | 0.01% | New | 496 | $23K |
| Balefire, LLC | 0.01% | No change | 410 | $19K |
| Belpointe Asset Management LLC | 0.00% | New | 386 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 361 | $17K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 314 | $14K |
| Aspire Private Capital, LLC | 0.00% | No change | 305 | $14K |
| Hershey Financial Advisers, LLC | 0.01% | — | 302 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 277 | $13K |
| Caitlin John, LLC | 0.01% | Add +12.1% | 268 | $12K |
| Blair William & Co. | 0.00% | Add +0.8% | 241 | $11K |
| Chris Bulman Inc | 0.01% | — | 213 | $10K |
| City Holding Co. | 0.00% | Reduce -58.5% | 200 | $9K |
| Gradient Investments LLC | 0.00% | New | 198 | $9K |
| Sachetta, LLC | 0.00% | Reduce -85.8% | 189 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 179 | $8K |
| Penserra Capital Management LLC | 0.00% | Add +4.8% | 173 | $8K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 171 | $8K |
| Beacon Capital Management, LLC | 0.00% | Add +47.3% | 162 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +0.6% | 161 | $7K |
| Tucker Asset Management LLC | 0.00% | Add +7.6% | 156 | $7K |
| Opal Wealth Advisors, LLC | 0.00% | New | 134 | $6K |
| Pacifica Partners Inc. | 0.00% | No change | 96 | $4K |
| Center for Financial Planning, Inc. | 0.00% | No change | 70 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 48 | $2K |
| Toronto Dominion Bank | 0.00% | Add +100.0% | 40 | $2K |
| Sandy Spring Bank | 0.00% | No change | 39 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 27 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 25 | $1K |
| Tsfg, LLC | 0.00% | No change | 28 | $1K |
| New Millennium Group LLC | 0.00% | New | 18 | $823 |
| WASHINGTON TRUST Co | 0.00% | Reduce -96.9% | 16 | $731 |
| FWL Investment Management, LLC | 0.00% | No change | 7 | $320 |
| FMR LLC | 0.00% | Add +300.0% | 4 | $183 |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $100 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.2% | 2 | $91 |
"% 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.