First Trust Senior Loan ETFFTSLETF
13F holders, Q4 2024 (December 31)353holders +31
34new positions
25sold out
1famous investor
$46.24avg. 13F price*
At the end of Q4 2024, 353 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings, up 31 from Q3 2024. 34 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($209.7M), LPL Financial LLC ($88.8M) and Bank of America Corp. ($86.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $36.6M |
| Exits | 25 | $33.0M |
All 13F filers, Q3 2024 → Q4 2024: 3,768,595 shares bought and 2,075,977 shares sold, net +1,692,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Morgan Stanley | 0.01% | Add +16.0% | 4,535,484 | $209.7M |
| LPL Financial LLC | 0.04% | Add +23.8% | 1,919,381 | $88.8M |
| Bank of America Corp. | 0.01% | Add +4.0% | 1,861,253 | $86.1M |
| Royal Bank of Canada | 0.02% | Reduce -7.5% | 1,586,237 | $73.3M |
| Wells Fargo & Company | 0.02% | Add +10.9% | 1,506,182 | $69.6M |
| Raymond James Financial Inc. | 0.02% | — | 1,447,302 | $66.9M |
| First Trust Advisors LP | 0.05% | Add +14.5% | 1,112,764 | $51.4M |
| One Capital Management, LLC | 1.56% | Add +1.9% | 1,016,160 | $47.0M |
| UBS Group AG | 0.01% | Reduce -10.2% | 886,374 | $41.0M |
| Flaharty Asset Management, LLC | 5.10% | Add +1.4% | 755,299 | $34.9M |
| Welch & Forbes LLC | 0.38% | Add +1.7% | 633,271 | $29.3M |
| Osaic Holdings, Inc. | 0.06% | Add +16.1% | 594,634 | $27.5M |
| NorthCoast Asset Management LLC | 0.13% | Add +0.3% | 583,989 | $27.0M |
| Hikari Tsushin, Inc. | 1.91% | No change | 570,196 | $26.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -29.7% | 569,098 | $26.3M |
| TL Private Wealth | 9.70% | Add +1.6% | 466,873 | $21.7M |
| Stifel Financial Corp. | 0.02% | Add +1.4% | 437,112 | $20.2M |
| Virtue Capital Management, LLC | 3.98% | Reduce -1.4% | 427,308 | $19.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +13.1% | 379,121 | $17.5M |
| Cyndeo Wealth Partners, LLC | 1.15% | Add +1.0% | 368,041 | $17.0M |
| Cwm, LLC | 0.06% | Reduce -4.6% | 323,614 | $15.0M |
| Ocean Park Asset Management, LLC | 0.47% | New | 296,600 | $13.7M |
| Renaissance Technologies | 0.02% | Add +15.3% | 277,693 | $12.8M |
| Capital Investment Counsel, LLC | 2.12% | Add +95.3% | 274,218 | $12.7M |
| Cetera Investment Advisers | 0.03% | Reduce -7.9% | 265,088 | $12.3M |
| Fairvoy Private Wealth, LLC | 3.16% | — | 257,116 | $11.9M |
| Tower Wealth Partners, Inc. | 6.00% | Add +6.2% | 248,005 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 215,778 | $10.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +53.3% | 206,703 | $9.6M |
| Integrated Wealth Concepts LLC | 0.11% | Add +1301.5% | 205,066 | $9.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -9.2% | 194,335 | $9.0M |
| RFG Advisory, LLC | 0.24% | Add +0.8% | 179,988 | $8.3M |
| Pine Valley Investments Ltd Liability Co | 0.52% | Add +25.2% | 171,723 | $7.9M |
| Nilsine Partners, LLC | 0.82% | Add +9.2% | 164,731 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.2% | 162,665 | $7.5M |
| Adams Wealth Management | 1.36% | Add +27.9% | 154,086 | $7.1M |
| CacheTech Inc. | 1.34% | Add +27.9% | 154,086 | $7.1M |
| Chicago Partners Investment Group LLC | 0.23% | Reduce -0.0% | 151,844 | $7.0M |
| Little Harbor Advisors, LLC | 4.13% | Add +5.5% | 151,105 | $7.0M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +8.0% | 141,892 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +52.5% | 139,856 | $6.5M |
| Mission Hills Financial Advisory, LLC | 4.92% | Add +17.6% | 137,032 | $6.3M |
| RPg Family Wealth Advisory, LLC | 2.23% | Add +6.2% | 136,276 | $6.3M |
| Lake Street Private Wealth, LLC | 1.01% | Reduce -4.8% | 136,255 | $6.3M |
| Brookstone Capital Management | 0.09% | Reduce -1.4% | 135,959 | $6.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Reduce -3.7% | 134,356 | $6.2M |
| Clear Creek Financial Management, LLC | 0.66% | Add +0.1% | 131,080 | $6.1M |
| RiverTree Advisors, LLC | 3.88% | Reduce -0.6% | 127,594 | $5.9M |
| Prospera Financial Services Inc | 0.13% | Add +1.4% | 124,454 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +4.5% | 118,286 | $5.5M |
| DAVENPORT & Co LLC | 0.03% | Add +27.9% | 117,549 | $5.4M |
| Harbor Advisory Corp. | 1.76% | Add +1744.2% | 116,185 | $5.4M |
| Fairway Financial, LLC | 4.81% | — | 114,051 | $5.3M |
| Asset Allocation & Management Company, LLC | 2.68% | Reduce -5.6% | 106,140 | $4.9M |
| Independent Advisor Alliance | 0.06% | New | 103,245 | $4.8M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -1.1% | 101,679 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 100,798 | $4.7M |
| TrueWealth Advisors, LLC | 1.55% | Add +9.0% | 100,708 | $4.7M |
| Harvest Investment Services, LLC | 1.11% | Add +5.0% | 98,185 | $4.5M |
| OneDigital Investment Advisors LLC | 0.05% | Add +86.4% | 94,732 | $4.4M |
| Nations Financial Group Inc, /Ia/ | 0.31% | Add +4.4% | 92,301 | $4.3M |
| Kovack Advisors, Inc. | 0.39% | Add +38.1% | 86,508 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +33.8% | 85,355 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.2% | 85,239 | $3.9M |
| Trustmark Bank Trust Department | 0.29% | No change | 85,000 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -18.5% | 84,251 | $3.9M |
| Integrity Financial Corp | 2.23% | Reduce -0.6% | 84,018 | $3.9M |
| Aspen Investment Management Inc | 1.75% | Add +17.2% | 81,738 | $3.8M |
| Aurora Private Wealth, Inc. | 2.76% | Add +17.6% | 79,800 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Add +41.0% | 79,691 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.6% | 79,250 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.6% | 79,094 | $3.7M |
| Trinity Legacy Partners, LLC | 0.94% | Reduce -0.9% | 78,691 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +37.8% | 76,904 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.8% | 76,083 | $3.5M |
| Colorado Capital Management, Inc. | 1.69% | Reduce -0.4% | 75,685 | $3.5M |
| Bison Wealth, LLC | 0.43% | — | 75,360 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +1.1% | 74,068 | $3.4M |
| Blackhawk Capital Partners, LLC | 1.74% | Add +5.2% | 72,784 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -15.0% | 71,904 | $3.3M |
| Western Wealth Management, LLC | 0.18% | Add +10.1% | 71,568 | $3.3M |
| Truist Financial Corp. | 0.01% | Reduce -81.4% | 71,248 | $3.3M |
| McNaughton Wealth Management, LLC | 1.57% | Add +1.6% | 70,346 | $3.3M |
| Fifth Third Securities, Inc. | 0.28% | New | 70,333 | $3.3M |
| SageView Advisory Group, LLC | 0.13% | Reduce -2.8% | 66,314 | $3.1M |
| Integrated Advisors Network LLC | 0.14% | Reduce -5.2% | 63,966 | $3.0M |
| Oder Investment Management, LLC | 2.45% | Add +5.5% | 63,529 | $2.9M |
| Coppell Advisory Solutions LLC | 0.41% | Reduce -4.9% | 63,100 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +155.7% | 62,990 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +5.7% | 60,742 | $2.8M |
| Prudential PLC | 0.01% | Add +7.1% | 60,550 | $2.8M |
| Twin Peaks Wealth Advisors, LLC | 1.19% | Add +1.2% | 60,539 | $2.8M |
| Flagstar Securities, Inc. | 0.68% | Add +3.0% | 59,459 | $2.7M |
| Private Advisory Group LLC | 0.30% | Add +7.5% | 58,542 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Add +460.6% | 58,287 | $2.7M |
| Huntleigh Advisors, Inc. | 0.57% | — | 57,547 | $2.7M |
| Coastwise Capital Group, LLC | 2.11% | Add +33.1% | 57,084 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Add +34.7% | 56,105 | $2.6M |
| DHK Financial Advisors, Inc. | 1.56% | Add +1.8% | 55,422 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -0.6% | 55,009 | $2.5M |
"% 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.