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 |
| Sowell Financial Services LLC | 0.11% | Reduce -15.9% | 52,619 | $2.4M |
| First Heartland Consultants, Inc. | 0.25% | Reduce -5.5% | 51,414 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -3.6% | 50,820 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -46.9% | 49,969 | $2.3M |
| Comerica Bank | 0.01% | Reduce -8.2% | 49,827 | $2.3M |
| ShoreHaven Wealth Partners, LLC | 1.08% | Add +168.4% | 49,003 | $2.2M |
| American Financial Advisors, LLC | 0.30% | Reduce -9.9% | 48,566 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.29% | Add +5.7% | 47,470 | $2.2M |
| Accel Wealth Management | 0.81% | Reduce -59.3% | 47,359 | $2.2M |
| Private Portfolio Partners LLC | 0.40% | Add +1.9% | 46,209 | $2.1M |
| Ifrah Financial Services, Inc. | 0.57% | Add +1.7% | 45,667 | $2.1M |
| Prosperity Consulting Group, LLC | 0.16% | New | 44,462 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -55.8% | 44,370 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -22.5% | 43,333 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Reduce -9.3% | 43,207 | $2.0M |
| Coastwise Capital Group, LLC | 1.62% | Add +43.1% | 42,890 | $2.0M |
| CoreCap Advisors, LLC | 0.09% | Add +16.8% | 42,784 | $2.0M |
| Key Client Fiduciary Advisors, LLC | 0.88% | Add +1.3% | 42,142 | $1.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.04% | Add +0.6% | 42,008 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +5.0% | 41,659 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -5.1% | 40,412 | $1.9M |
| PCG Wealth Advisors, LLC | 0.70% | Add +5.0% | 39,544 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -10.4% | 37,698 | $1.7M |
| Arete Wealth Advisors, LLC | 0.14% | Add +19.4% | 36,856 | $1.7M |
| Clear Point Advisors Inc. | 1.28% | Reduce -2.4% | 35,977 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.4% | 35,096 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.32% | Reduce -6.8% | 34,845 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Reduce -5.7% | 34,554 | $1.6M |
| Flow Traders U.S. LLC | 0.08% | Add +3.3% | 33,350 | $1.5M |
| Fullcircle Wealth LLC | 0.67% | Reduce -37.5% | 32,440 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.14% | Reduce -3.1% | 31,643 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +8.6% | 31,508 | $1.4M |
| Investors Research Corp | 0.31% | Reduce -0.1% | 31,219 | $1.4M |
| Bank of Montreal | 0.00% | Add +1.4% | 29,948 | $1.4M |
| Endowment Wealth Management, Inc. | 0.90% | Reduce -23.0% | 29,825 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.7% | 28,623 | $1.3M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -2.1% | 28,337 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +3.9% | 27,801 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -42.7% | 27,187 | $1.2M |
| Citadel Advisors | 0.00% | New | 26,106 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -49.2% | 24,633 | $1.1M |
| TCFG Wealth Management, LLC | 0.56% | — | 23,984 | $1.1M |
| IFP Advisors, Inc | 0.04% | Add +120.3% | 23,749 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +20.1% | 23,239 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +3.9% | 22,817 | $1.0M |
| WealthCare Investment Partners, LLC | 0.46% | Reduce -7.8% | 22,661 | $1.0M |
| Advisory Services Network, LLC | 0.02% | No change | 22,756 | $1.0M |
| TAP Consulting, LLC | 0.20% | Add +2.6% | 22,457 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.50% | Reduce -2.1% | 21,525 | $988K |
| My Legacy Advisors, LLC | 0.36% | Reduce -20.1% | 20,138 | $924K |
| Wealthfront Advisers LLC | 0.00% | New | 19,695 | $904K |
| Beacon Financial Group | 0.10% | Reduce -6.1% | 19,577 | $898K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 19,165 | $879K |
| L & S Advisors Inc | 0.10% | No change | 18,856 | $865K |
| Moors & Cabot, Inc. | 0.04% | Add +4.2% | 18,771 | $861K |
| Hilltop Holdings Inc. | 0.06% | Add +212.9% | 18,541 | $851K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +0.0% | 18,466 | $847K |
| &partners | 0.02% | Add +38.3% | 18,463 | $847K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -47.4% | 17,591 | $807K |
| StoneX Group Inc. | 0.06% | Reduce -52.9% | 17,585 | $807K |
| Financial Partners Group, Inc | 0.12% | Add +0.0% | 17,530 | $804K |
| Boyce & Associates Wealth Consulting, Inc. | 0.83% | Add +6.4% | 17,474 | $802K |
| Activest Wealth Management | 0.24% | No change | 17,121 | $786K |
| Sigma Planning Corp | 0.02% | Reduce -6.7% | 16,697 | $766K |
| Clarity Financial LLC | 0.09% | Reduce -16.6% | 16,365 | $751K |
| Equitable Holdings, Inc. | 0.01% | Add +0.8% | 16,269 | $747K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +1.3% | 15,803 | $725K |
| Benjamin Edwards Inc. | 0.01% | New | 15,633 | $718K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 15,037 | $690K |
| Northwest Wealth Management, LLC | 0.16% | Add +4.5% | 14,975 | $687K |
| HBW Advisory Services LLC | 0.10% | Add +3.9% | 14,685 | $674K |
| Integrated Wealth Concepts LLC | 0.01% | Add +131.6% | 14,632 | $671K |
| TFG Advisers LLC | 0.24% | Add +2.3% | 14,538 | $667K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -1.9% | 14,234 | $653K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -58.5% | 14,212 | $652K |
| Strategic Blueprint, LLC | 0.04% | Add +0.7% | 13,964 | $641K |
| Spire Wealth Management | 0.02% | Reduce -18.6% | 13,815 | $634K |
| Cambridge Advisors Inc. | 0.14% | Reduce -2.8% | 13,621 | $625K |
| MRA Advisory Group | 0.31% | Reduce -0.3% | 12,475 | $572K |
| Principal Securities, Inc. | 0.01% | Reduce -0.1% | 12,339 | $566K |
| Philip James Wealth Mangement, LLC | 0.07% | Reduce -0.9% | 12,241 | $562K |
| Curtis Advisory Group, LLC | 0.16% | No change | 12,091 | $555K |
| Castleview Partners, LLC | 0.32% | Add +0.1% | 12,010 | $551K |
| Cozad Asset Management Inc. | 0.05% | Reduce -1.3% | 11,665 | $535K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -76.2% | 11,609 | $533K |
| RVW Wealth, LLC | 0.05% | Add +0.5% | 11,547 | $530K |
| Glass Jacobson Investment Advisors llc | 0.17% | Reduce -0.1% | 11,208 | $514K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 11,143 | $511K |
| Encompass More Asset Management | 0.19% | New | 11,054 | $507K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.1% | 10,930 | $502K |
| Plotkin Financial Advisors, LLC | 0.30% | Reduce -25.9% | 10,919 | $501K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -33.9% | 10,838 | $497K |
| IVC Wealth Advisors LLC | 0.27% | Reduce -10.4% | 10,801 | $496K |
| Mattern Wealth Management LLC | 0.11% | Reduce -35.9% | 10,749 | $493K |
| Mgo One Seven LLC | 0.02% | Reduce -4.2% | 10,441 | $479K |
| Financial Advocates Investment Management | 0.03% | Reduce -74.4% | 10,397 | $477K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -19.7% | 10,307 | $473K |
| Global Assets Advisory, LLC | 0.26% | New | 10,181 | $468K |
| Venture Visionary Partners LLC | 0.02% | No change | 10,185 | $467K |
| Milestone Asset Management, LLC | 0.10% | Reduce -81.5% | 10,100 | $464K |
| Raymond James Trust N.A. | 0.01% | Reduce -17.2% | 10,046 | $461K |
| Purus Wealth Management, LLC | 0.19% | Reduce -5.8% | 9,820 | $451K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.3% | 9,393 | $431K |
| Garden State Investment Advisory Services LLC | 0.14% | Reduce -30.1% | 9,288 | $426K |
| Capital Analysts, LLC | 0.02% | Add +6.7% | 9,082 | $417K |
| JT Stratford LLC | 0.07% | Add +3.8% | 8,810 | $404K |
| Willner & Heller, LLC | 0.36% | Reduce -2.2% | 8,710 | $400K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 8,525 | $391K |
| OneAscent Wealth Management LLC | 0.14% | New | 8,282 | $380K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +2.3% | 8,074 | $371K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +4.7% | 8,030 | $369K |
| New Century Financial Group, LLC | 0.13% | New | 8,009 | $368K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -0.6% | 7,748 | $356K |
| TrueMark Investments, LLC | 0.11% | Reduce -39.3% | 7,727 | $355K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.6% | 7,643 | $351K |
| Delta Financial Group, Inc. | 0.13% | No change | 7,612 | $349K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -15.1% | 7,429 | $341K |
| International Assets Investment Management, LLC | 0.03% | Reduce -24.0% | 7,404 | $340K |
| Belpointe Asset Management LLC | 0.02% | Add +1793.8% | 7,310 | $335K |
| PFG Advisors | 0.02% | Reduce -3.8% | 7,250 | $333K |
| Atria Investments, Inc | 0.00% | Reduce -58.6% | 7,099 | $326K |
| HRT Financial LP | 0.00% | Reduce -52.6% | 7,038 | $322K |
| Argent Trust Co | 0.01% | No change | 7,000 | $321K |
| Gray Wealth Management Inc. | 0.13% | No change | 6,987 | $321K |
| Columbia Advisory Partners LLC | 0.30% | Add +4.6% | 6,977 | $320K |
| Creative Financial Designs Inc. | 0.03% | Add +10.8% | 6,779 | $311K |
| Csenge Advisory Group | 0.02% | Reduce -26.1% | 6,739 | $311K |
| Mainstay Capital Management LLC | 0.05% | Reduce -0.3% | 6,701 | $308K |
| CW Advisors, LLC | 0.00% | Reduce -0.5% | 6,644 | $305K |
| Presidio Capital Management, LLC | 0.19% | Reduce -96.3% | 6,602 | $303K |
| Proactive Wealth Strategies LLC | 0.17% | — | 6,591 | $302K |
| Southland Equity Partners LLC | 0.07% | Reduce -2.2% | 6,508 | $299K |
| Advisor OS, LLC | 0.03% | Reduce -0.1% | 6,467 | $297K |
| SevenBridge Financial Group, LLC | 0.06% | No change | 6,244 | $290K |
| Harbor Advisory Corp. | 0.09% | New | 6,300 | $289K |
| Chiron Capital Management, LLC | 0.25% | No change | 6,277 | $288K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -47.1% | 6,179 | $284K |
| Arkadios Wealth Advisors | 0.02% | New | 6,144 | $282K |
| NBT Bank, N.A. | 0.02% | Reduce -11.1% | 6,074 | $279K |
| Centaurus Financial, Inc. | 0.02% | Reduce -11.4% | 6,053 | $278K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -20.9% | 6,026 | $277K |
| Merkkuri Wealth Advisors LLC | 0.21% | Add +6.6% | 5,799 | $266K |
| Private Trust Co. NA | 0.03% | Reduce -47.0% | 5,753 | $264K |
| Summit Wealth Partners, LLC | 0.05% | No change | 5,696 | $261K |
| Lokken Investment Group LLC | 0.11% | Reduce -95.5% | 5,686 | $261K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -1.5% | 5,591 | $257K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -41.5% | 5,563 | $255K |
| Pinion Investment Advisors, LLC | 0.10% | No change | 5,329 | $245K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.6% | 5,321 | $244K |
| Synergy Asset Management, LLC | 0.04% | Add +5.3% | 5,253 | $241K |
| Jacobi Capital Management LLC | 0.02% | Add +1.9% | 5,180 | $238K |
| Inspirion Wealth Advisors, LLC | 0.03% | Reduce -31.4% | 5,058 | $232K |
| Arax Advisory Partners | 0.02% | Reduce -12.1% | 5,050 | $232K |
| PFG Investments, LLC | 0.01% | New | 5,004 | $230K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -7.3% | 4,923 | $226K |
| Stephens Inc. | 0.00% | Add +6.5% | 4,916 | $226K |
| Family Legacy, Inc. | 0.07% | Reduce -0.4% | 4,899 | $225K |
| Hyperion Partners, LLC | 0.14% | Add +1.4% | 4,899 | $225K |
| Richardson Financial Services Inc. | 0.14% | No change | 4,841 | $221K |
| Seaview Investment Managers LLC | 0.07% | Reduce -18.9% | 4,819 | $221K |
| Brighton Jones LLC | 0.01% | Reduce -18.9% | 4,787 | $220K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -24.4% | 4,683 | $215K |
| FSB Premier Wealth Management, Inc. | 0.08% | New | 4,384 | $201K |
| Saxon Interests, Inc. | 0.09% | Reduce -91.2% | 4,368 | $200K |
| Continuum Advisory, LLC | 0.03% | No change | 4,294 | $199K |
| Jones Financial Companies LLLP | 0.00% | Add +88.5% | 3,860 | $177K |
| Lanark Financial, Inc. | 0.01% | Add +6.9% | 3,681 | $168K |
| US Bancorp \de | 0.00% | Add +2.1% | 3,625 | $166K |
| Anfield Capital Management, LLC | 0.06% | Reduce -14.8% | 3,421 | $157K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 3,270 | $150K |
| Qube Research & Technologies Ltd | 0.00% | Add +4.7% | 2,764 | $127K |
| Register Financial Advisors LLC | 0.06% | Add +1.5% | 2,551 | $117K |
| Global Retirement Partners, LLC | 0.00% | Reduce -30.6% | 2,319 | $106K |
| Consultiva Wealth Management, Corp. | 0.79% | No change | 2,173 | $100K |
| Peterson Financial Group, Inc. | 0.38% | New | 2,128 | $98K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +1.7% | 2,030 | $93K |
| Trust Co. of Vermont | 0.00% | New | 1,760 | $81K |
| Assetmark, Inc. | 0.00% | Reduce -91.1% | 1,742 | $80K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.7% | 1,511 | $69K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +1.2% | 1,247 | $57K |
| WR Wealth Planners, LLC | 0.02% | New | 1,188 | $55K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,050 | $48K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $46K |
| Allworth Financial LP | 0.00% | Reduce -76.8% | 1,000 | $46K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -92.7% | 860 | $39K |
| Wintrust Investments LLC | 0.03% | Reduce -87.6% | 788 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | New | 720 | $33K |
| Tidemark, LLC | 0.01% | No change | 710 | $33K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -23.1% | 647 | $30K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 545 | $25K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -68.7% | 400 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -68.7% | 400 | $18K |
| Creekmur Asset Management LLC | 0.00% | Reduce -73.3% | 379 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 361 | $17K |
| Eastern Bank | 0.00% | New | 337 | $15K |
| Blue Trust, Inc. | 0.00% | New | 332 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 314 | $14K |
| Aspire Private Capital, LLC | 0.00% | No change | 305 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 277 | $13K |
| Caitlin John, LLC | 0.01% | Reduce -0.8% | 266 | $12K |
| Blair William & Co. | 0.00% | Add +2.1% | 246 | $11K |
| City Holding Co. | 0.00% | No change | 200 | $9K |
| Darwin Wealth Management, LLC | 0.00% | New | 196 | $9K |
| Sachetta, LLC | 0.00% | Add +0.5% | 190 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 179 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 162 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +0.6% | 162 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -98.7% | 159 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 156 | $7K |
| Pacifica Partners Inc. | 0.00% | No change | 96 | $4K |
| Center for Financial Planning, Inc. | 0.00% | No change | 70 | $3K |
| Founders Financial Alliance, LLC | 0.00% | New | 57 | $3K |
| Oakworth Capital, Inc. | 0.00% | New | 52 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 48 | $2K |
| Astor Investment Management LLC | 0.00% | Reduce -90.9% | 45 | $2K |
| Sandy Spring Bank | 0.00% | No change | 39 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -98.3% | 17 | $802 |
| New Millennium Group LLC | 0.00% | Reduce -11.1% | 16 | $734 |
| POM Investment Strategies, LLC | 0.00% | New | 5 | $229 |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $100 |
| FMR LLC | 0.00% | Reduce -75.0% | 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.