First Trust Senior Loan ETFFTSLETF
13F holders, Q3 2024 (September 30)322holders −10
25new positions
35sold out
2famous investors
$45.90avg. 13F price*
At the end of Q3 2024, 322 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings, down 10 from Q2 2024. 25 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($179.4M), Bank of America Corp. ($82.1M) and Royal Bank of Canada ($78.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Senior Loan ETF
- CUSIP
- 33738D309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.5M |
| Exits | 35 | $24.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,220,266 shares bought and 4,684,776 shares sold, net −2,464,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 322 holders
| Morgan Stanley | 0.01% | Reduce -16.1% | 3,908,672 | $179.4M |
| Bank of America Corp. | 0.01% | Reduce -6.3% | 1,789,004 | $82.1M |
| Royal Bank of Canada | 0.02% | Reduce -9.1% | 1,715,206 | $78.7M |
| LPL Financial LLC | 0.03% | Reduce -27.6% | 1,550,376 | $71.1M |
| Wells Fargo & Company | 0.02% | Add +0.9% | 1,357,675 | $62.3M |
| One Capital Management, LLC | 1.46% | Reduce -26.8% | 996,678 | $45.7M |
| UBS Group AG | 0.01% | Reduce -14.3% | 986,679 | $45.3M |
| First Trust Advisors LP | 0.04% | Reduce -14.3% | 972,042 | $44.6M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +3.9% | 955,957 | $43.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.2% | 809,588 | $37.2M |
| Flaharty Asset Management, LLC | 4.80% | Add +0.4% | 744,599 | $34.2M |
| Welch & Forbes LLC | 0.36% | Add +1.1% | 622,706 | $28.6M |
| NorthCoast Asset Management LLC | 0.19% | Add +12.4% | 582,473 | $26.7M |
| Hikari Tsushin, Inc. | 1.86% | Add +11.8% | 570,196 | $26.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -14.1% | 511,933 | $23.5M |
| Raymond James & Associates | 0.01% | Reduce -8.3% | 475,895 | $21.8M |
| TL Private Wealth | 9.48% | Reduce -1.0% | 459,684 | $21.2M |
| Virtue Capital Management, LLC | 3.98% | Add +11.1% | 433,590 | $19.9M |
| Stifel Financial Corp. | 0.02% | Reduce -4.8% | 430,930 | $19.8M |
| Truist Financial Corp. | 0.03% | Add +38.6% | 383,905 | $17.6M |
| Cyndeo Wealth Partners, LLC | 1.17% | Add +4.3% | 364,394 | $16.7M |
| Cwm, LLC | 0.07% | Reduce -12.3% | 339,288 | $15.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +48.7% | 335,344 | $15.4M |
| Cetera Investment Advisers | 0.03% | Reduce -12.4% | 287,715 | $13.2M |
| Renaissance Technologies | 0.02% | Add +75.0% | 240,800 | $11.1M |
| Tower Wealth Partners, Inc. | 6.23% | Add +0.9% | 233,603 | $10.7M |
| NewEdge Advisors, LLC | 0.06% | Reduce -6.8% | 213,971 | $9.8M |
| Susquehanna International Group, LLP | 0.02% | New | 213,123 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +238.2% | 192,086 | $8.8M |
| RFG Advisory, LLC | 0.25% | Add +0.4% | 178,647 | $8.2M |
| Old Mission Capital LLC | 0.17% | Add +346.3% | 172,207 | $7.9M |
| Chicago Partners Investment Group LLC | 0.25% | Add +6.0% | 151,855 | $7.0M |
| Nilsine Partners, LLC | 0.90% | Add +1.9% | 150,837 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.4% | 150,404 | $6.9M |
| Little Harbor Advisors, LLC | 4.08% | Add +8.0% | 143,155 | $6.6M |
| Lake Street Private Wealth, LLC | 1.06% | Add +5.3% | 143,100 | $6.6M |
| Capital Investment Counsel, LLC | 1.12% | Add +593.0% | 140,405 | $6.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.18% | Add +2.0% | 139,540 | $6.4M |
| Brookstone Capital Management | 0.09% | Reduce -16.6% | 137,841 | $6.3M |
| Pine Valley Investments Ltd Liability Co | 0.43% | Add +64.5% | 137,175 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.9% | 134,856 | $6.2M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +8.8% | 131,333 | $6.0M |
| Clear Creek Financial Management, LLC | 0.68% | Add +13.2% | 130,905 | $6.0M |
| RiverTree Advisors, LLC | 4.00% | Add +2.1% | 128,412 | $5.9M |
| RPg Family Wealth Advisory, LLC | 1.90% | Add +6.9% | 128,309 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +24.8% | 126,138 | $5.8M |
| Prospera Financial Services Inc | 0.14% | Reduce -38.8% | 122,734 | $5.6M |
| Adams Wealth Management | 1.19% | Add +14.6% | 120,497 | $5.5M |
| CacheTech Inc. | 1.19% | Add +14.6% | 120,497 | $5.5M |
| Mission Hills Financial Advisory, LLC | 4.59% | — | 116,492 | $5.4M |
| Midwest Heritage Bank, FSB | 2.49% | Reduce -4.4% | 116,069 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -9.7% | 113,200 | $5.2M |
| Asset Allocation & Management Company, LLC | 3.24% | Add +561.4% | 112,440 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.2% | 103,396 | $4.7M |
| Exencial Wealth Advisors, LLC | 0.17% | Add +4.0% | 102,784 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -22.2% | 100,287 | $4.6M |
| Harvest Investment Services, LLC | 1.37% | Add +113.6% | 93,540 | $4.3M |
| TrueWealth Advisors, LLC | 1.42% | Add +18.2% | 92,376 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +14.4% | 91,933 | $4.2M |
| MML Investors Services, LLC | 0.02% | Reduce -4.1% | 91,740 | $4.2M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +6.7% | 88,379 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -5.7% | 87,178 | $4.0M |
| Financial Enhancement Group LLC | 0.77% | Add +226.4% | 88,632 | $4.0M |
| Trustmark Bank Trust Department | 0.29% | No change | 85,000 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -35.0% | 84,632 | $3.9M |
| Integrity Financial Corp | 2.28% | Add +0.6% | 84,548 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -76.8% | 83,040 | $3.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1.4% | 82,934 | $3.8M |
| Trinity Legacy Partners, LLC | 0.94% | Add +54.1% | 79,423 | $3.7M |
| Colorado Capital Management, Inc. | 1.72% | Reduce -1.7% | 75,963 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +0.7% | 73,240 | $3.4M |
| Asset Allocation Strategies LLC | 0.95% | Reduce -32.1% | 72,660 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.2% | 72,591 | $3.3M |
| Aspen Investment Management Inc | 1.49% | Reduce -1.1% | 69,733 | $3.2M |
| McNaughton Wealth Management, LLC | 1.55% | Add +4.0% | 69,222 | $3.2M |
| Blackhawk Capital Partners, LLC | 1.70% | Add +27.4% | 69,190 | $3.2M |
| SageView Advisory Group, LLC | 0.16% | Reduce -3.6% | 68,218 | $3.1M |
| Aurora Private Wealth, Inc. | 2.44% | Reduce -9.1% | 67,871 | $3.1M |
| Integrated Advisors Network LLC | 0.15% | Reduce -12.4% | 67,456 | $3.1M |
| Wbi Investments, LLC | 0.74% | New | 67,328 | $3.1M |
| Coppell Advisory Solutions LLC | 0.45% | Reduce -12.7% | 66,382 | $3.0M |
| Western Wealth Management, LLC | 0.17% | Add +257.7% | 64,995 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.6% | 63,814 | $2.9M |
| Kovack Advisors, Inc. | 0.30% | Reduce -4.6% | 62,650 | $2.9M |
| Legacy Investment Solutions, LLC | 1.70% | — | 60,087 | $2.8M |
| Legacy Wealth Managment, LLC | 1.70% | — | 60,087 | $2.8M |
| Oder Investment Management, LLC | 2.36% | Add +0.5% | 60,186 | $2.7M |
| Twin Peaks Wealth Advisors, LLC | 1.27% | Add +6.3% | 59,804 | $2.7M |
| Trivium Point Advisory, LLC | 0.38% | Reduce -4.5% | 58,495 | $2.7M |
| Flagstar Securities, Inc. | 0.67% | Add +5.7% | 57,718 | $2.6M |
| Wagner Wealth Management, LLC | 0.71% | Add +6.0% | 57,576 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +4.0% | 57,468 | $2.6M |
| Prudential PLC | 0.01% | Add +0.6% | 56,550 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +85.2% | 56,505 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -24.5% | 55,825 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +12.3% | 55,331 | $2.5M |
| Private Advisory Group LLC | 0.31% | Add +3.3% | 54,473 | $2.5M |
| DHK Financial Advisors, Inc. | 1.53% | Add +1.9% | 54,420 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Add +0.9% | 53,061 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Add +31.7% | 52,846 | $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.