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 |
| Snowden Capital Advisors LLC | 0.08% | Add +3.6% | 54,758 | $2.5M |
| Midwest Heritage Bank, FSB | 1.17% | Reduce -53.1% | 54,480 | $2.5M |
| Moloney Securities Asset Management, LLC | 0.33% | Add +12.7% | 53,503 | $2.5M |
| Petix & Botte Co | 0.65% | New | 53,338 | $2.5M |
| Bullseye Investment Management, LLC | 1.70% | New | 52,967 | $2.4M |
| Wagner Wealth Management, LLC | 0.63% | Reduce -8.2% | 52,843 | $2.4M |
| Asset Allocation Strategies LLC | 0.58% | Reduce -28.1% | 52,220 | $2.4M |
| Sowell Financial Services LLC | 0.13% | Reduce -1.9% | 51,638 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +17.1% | 50,722 | $2.3M |
| Comerica Bank | 0.01% | Add +1.7% | 50,662 | $2.3M |
| Legacy Investment Solutions, LLC | 1.54% | Reduce -15.7% | 50,677 | $2.3M |
| Legacy Wealth Managment, LLC | 1.54% | Reduce -15.7% | 50,677 | $2.3M |
| Private Portfolio Partners LLC | 0.43% | Add +8.3% | 50,058 | $2.3M |
| First Heartland Consultants, Inc. | 0.24% | Reduce -2.9% | 49,917 | $2.3M |
| Stenger Family Office, LLC | 0.78% | — | 49,817 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +2756.3% | 49,757 | $2.3M |
| Trivium Point Advisory, LLC | 0.29% | Reduce -15.7% | 49,311 | $2.3M |
| Ifrah Financial Services, Inc. | 0.61% | Add +5.3% | 48,098 | $2.2M |
| First Financial Group Corp | 2.45% | — | 47,844 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Add +5.4% | 45,548 | $2.1M |
| Prosperity Consulting Group, LLC | 0.15% | Reduce -4.3% | 42,536 | $2.0M |
| Arete Wealth Advisors, LLC | 0.14% | Add +13.7% | 41,902 | $1.9M |
| PCG Wealth Advisors, LLC | 0.71% | Add +5.8% | 41,840 | $1.9M |
| Key Client Fiduciary Advisors, LLC | 0.86% | Reduce -1.1% | 41,682 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -17.1% | 41,423 | $1.9M |
| Independent Financial Group, LLC | 0.06% | Add +9.5% | 41,282 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.06% | New | 40,690 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.5% | 40,599 | $1.9M |
| ShoreHaven Wealth Partners, LLC | 0.88% | Reduce -17.9% | 40,256 | $1.9M |
| MAI Capital Management | 0.01% | New | 39,904 | $1.8M |
| OneAscent Wealth Management LLC | 0.75% | Add +373.3% | 39,200 | $1.8M |
| Wbi Investments, LLC | 0.44% | Reduce -42.8% | 38,485 | $1.8M |
| Ameritas Advisory Services, LLC | 0.06% | Add +34.6% | 38,148 | $1.8M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.99% | Reduce -9.7% | 37,927 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +18.9% | 37,477 | $1.7M |
| Accel Wealth Management | 0.64% | Reduce -22.9% | 36,504 | $1.7M |
| Clear Point Advisors Inc. | 1.42% | Add +0.1% | 36,013 | $1.7M |
| Endowment Wealth Management, Inc. | 1.12% | Add +20.7% | 36,005 | $1.7M |
| American Financial Advisors, LLC | 0.23% | Reduce -26.7% | 35,607 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Reduce 0.0% | 35,095 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +0.0% | 34,558 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.40% | Reduce -0.4% | 34,720 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -26.2% | 32,760 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +40.0% | 31,950 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +39.3% | 31,698 | $1.5M |
| Investors Research Corp | 0.31% | Reduce -2.6% | 30,394 | $1.4M |
| Financial Enhancement Group LLC | 0.20% | Reduce -68.5% | 27,937 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -5.8% | 25,612 | $1.2M |
| Puff Wealth Management, LLC | 2.05% | — | 25,459 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -9.4% | 25,193 | $1.2M |
| RVW Wealth, LLC | 0.11% | Add +117.4% | 25,098 | $1.2M |
| Hilton Capital Management, LLC | 0.10% | New | 25,070 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +31.9% | 24,451 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -15.0% | 24,319 | $1.1M |
| IFP Advisors, Inc | 0.04% | Add +0.1% | 23,763 | $1.1M |
| TCFG Wealth Management, LLC | 0.55% | Reduce -2.7% | 23,344 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -2.6% | 22,635 | $1.0M |
| Boyce & Associates Wealth Consulting, Inc. | 1.05% | Add +29.0% | 22,534 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Add +185.8% | 22,144 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -34.5% | 20,731 | $959K |
| Ameriprise Financial Inc. | 0.00% | New | 20,514 | $949K |
| Strive Asset Management, LLC | 0.70% | — | 20,225 | $935K |
| Equitable Holdings, Inc. | 0.01% | Add +23.5% | 20,098 | $929K |
| Moors & Cabot, Inc. | 0.04% | Add +4.3% | 19,588 | $906K |
| Bank of Montreal | 0.00% | Reduce -34.8% | 19,533 | $903K |
| Beacon Financial Group | 0.10% | Reduce -0.3% | 19,515 | $902K |
| My Legacy Advisors, LLC | 0.34% | Reduce -5.7% | 18,995 | $882K |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.4% | 18,637 | $862K |
| Quad-Cities Investment Group, LLC | 0.42% | Reduce -14.0% | 18,517 | $856K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +0.0% | 18,468 | $854K |
| L & S Advisors Inc | 0.10% | Reduce -2.4% | 18,397 | $851K |
| Presidio Capital Management, LLC | 0.44% | Add +167.6% | 17,665 | $817K |
| TrueMark Investments, LLC | 0.26% | Add +128.6% | 17,663 | $817K |
| Financial Partners Group, Inc | 0.12% | Add +0.0% | 17,531 | $811K |
| StoneX Group Inc. | 0.04% | Reduce -2.5% | 17,155 | $793K |
| Activest Wealth Management | 0.22% | No change | 17,121 | $792K |
| WealthCare Investment Partners, LLC | 0.33% | Reduce -27.0% | 16,552 | $765K |
| Clarity Financial LLC | 0.09% | No change | 16,365 | $757K |
| Silver Oak Securities, Incorporated | 0.07% | Add +14.6% | 16,281 | $753K |
| TFG Advisers LLC | 0.26% | Add +8.6% | 15,781 | $730K |
| Sigma Planning Corp | 0.02% | Reduce -7.0% | 15,528 | $718K |
| HBW Advisory Services LLC | 0.07% | Add +3.9% | 15,252 | $705K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.1% | 15,025 | $695K |
| Northwest Wealth Management, LLC | 0.15% | Reduce -0.1% | 14,963 | $692K |
| Strategic Blueprint, LLC | 0.04% | Add +6.0% | 14,800 | $684K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.8% | 14,599 | $675K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -12.8% | 13,783 | $637K |
| Cambridge Advisors Inc. | 0.14% | Reduce -2.3% | 13,312 | $616K |
| Synergy Asset Management, LLC | 0.05% | Add +152.7% | 13,275 | $612K |
| Philip James Wealth Mangement, LLC | 0.08% | Add +7.0% | 13,103 | $606K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -8.9% | 12,963 | $599K |
| Summit Investment Advisors, Inc. | 0.53% | — | 12,870 | $595K |
| &partners | 0.01% | Reduce -31.5% | 12,648 | $585K |
| MRA Advisory Group | 0.31% | Add +1.0% | 12,603 | $583K |
| Curtis Advisory Group, LLC | 0.15% | Add +2.8% | 12,432 | $575K |
| Principal Securities, Inc. | 0.01% | Add +0.3% | 12,372 | $572K |
| Helium Advisors LLC | 0.44% | — | 11,873 | $549K |
| Cozad Asset Management Inc. | 0.05% | Add +0.6% | 11,734 | $543K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.1% | 11,154 | $516K |
| AE Wealth Management LLC | 0.00% | New | 11,026 | $510K |
| Seaview Investment Managers LLC | 0.14% | Add +125.2% | 10,853 | $502K |
| IVC Wealth Advisors LLC | 0.28% | Reduce -0.2% | 10,777 | $498K |
| JT Stratford LLC | 0.08% | Add +20.1% | 10,577 | $489K |
| Morey & Quinn Wealth Partners, LLC | 0.41% | — | 10,502 | $486K |
| Milestone Asset Management, LLC | 0.11% | Add +3.7% | 10,473 | $484K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.7% | 10,418 | $482K |
| Venture Visionary Partners LLC | 0.02% | No change | 10,185 | $471K |
| Fullcircle Wealth LLC | 0.19% | Reduce -68.7% | 10,144 | $469K |
| Glass Jacobson Investment Advisors llc | 0.15% | Reduce -10.5% | 10,036 | $464K |
| Garden State Investment Advisory Services LLC | 0.14% | Add +6.0% | 9,849 | $455K |
| AlphaStar Capital Management, LLC | 0.05% | New | 9,840 | $455K |
| Mattern Wealth Management LLC | 0.10% | Reduce -8.8% | 9,805 | $453K |
| Mgo One Seven LLC | 0.02% | Reduce -6.3% | 9,784 | $452K |
| Global Assets Advisory, LLC | 0.25% | Reduce -4.1% | 9,765 | $451K |
| Capital Analysts, LLC | 0.02% | Add +5.0% | 9,541 | $441K |
| Plotkin Financial Advisors, LLC | 0.26% | Reduce -12.8% | 9,520 | $440K |
| Private Trust Co. NA | 0.05% | Add +65.3% | 9,510 | $440K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.2% | 9,415 | $435K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.6% | 9,369 | $433K |
| Virtus Wealth Solutions LLC | 0.10% | — | 9,338 | $432K |
| Farther Finance Advisors, LLC | 0.02% | Add +5674.8% | 9,182 | $425K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +5.1% | 8,960 | $414K |
| Willner & Heller, LLC | 0.36% | Add +1.9% | 8,871 | $410K |
| Castleview Partners, LLC | 0.22% | Reduce -26.3% | 8,848 | $409K |
| Jones Financial Companies LLLP | 0.00% | Add +125.1% | 8,689 | $402K |
| Purus Wealth Management, LLC | 0.16% | Reduce -12.8% | 8,568 | $396K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +4.2% | 8,409 | $389K |
| Beaton Management Co. Inc. | 0.20% | New | 8,400 | $388K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -27.9% | 8,375 | $387K |
| International Assets Investment Management, LLC | 0.03% | Add +9.9% | 8,137 | $376K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -1.9% | 7,877 | $364K |
| Gray Wealth Management Inc. | 0.14% | Add +12.1% | 7,833 | $362K |
| Wedbush Securities Inc. | 0.01% | Add +2.1% | 7,807 | $361K |
| Arax Advisory Partners | 0.02% | Add +53.4% | 7,748 | $358K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -25.5% | 7,681 | $355K |
| Csenge Advisory Group | 0.02% | Add +13.1% | 7,621 | $352K |
| Delta Financial Group, Inc. | 0.08% | No change | 7,612 | $352K |
| Belpointe Asset Management LLC | 0.02% | Add +1.1% | 7,390 | $340K |
| Chiron Capital Management, LLC | 0.32% | Add +15.9% | 7,277 | $336K |
| PFG Advisors | 0.02% | Reduce -0.2% | 7,238 | $335K |
| Mainstay Capital Management LLC | 0.05% | Add +7.4% | 7,194 | $333K |
| Creative Financial Designs Inc. | 0.03% | Add +5.6% | 7,157 | $331K |
| IFG Advisory, LLC | 0.02% | New | 7,117 | $329K |
| Argent Trust Co | 0.01% | No change | 7,000 | $324K |
| Columbia Advisory Partners LLC | 0.30% | No change | 6,977 | $323K |
| Proactive Wealth Strategies LLC | 0.16% | Add +1.8% | 6,712 | $310K |
| CW Advisors, LLC | 0.00% | Reduce -0.6% | 6,604 | $305K |
| Atria Investments, Inc | 0.00% | Reduce -7.0% | 6,602 | $305K |
| Winebrenner Capital Management LLC | 0.23% | — | 6,591 | $305K |
| Wealth Watch Advisors, INC | 0.19% | — | 6,553 | $303K |
| Southland Equity Partners LLC | 0.07% | Reduce -1.6% | 6,405 | $296K |
| Realta Investment Advisors | 0.12% | New | 6,288 | $291K |
| SevenBridge Financial Group, LLC | 0.05% | No change | 6,244 | $289K |
| Advisor OS, LLC | 0.03% | Reduce -4.9% | 6,150 | $284K |
| NBT Bank, N.A. | 0.02% | No change | 6,074 | $281K |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.8% | 6,031 | $279K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -19.6% | 5,976 | $276K |
| Brighton Jones LLC | 0.01% | Add +22.4% | 5,860 | $271K |
| Merkkuri Wealth Advisors LLC | 0.21% | Add +0.1% | 5,807 | $269K |
| Summit Wealth Partners, LLC | 0.05% | No change | 5,696 | $263K |
| PFG Investments, LLC | 0.02% | Add +13.7% | 5,691 | $263K |
| Lokken Investment Group LLC | 0.11% | No change | 5,686 | $263K |
| Stephens Inc. | 0.00% | Add +14.8% | 5,646 | $261K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.6% | 5,594 | $259K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.4% | 5,341 | $247K |
| Pinion Investment Advisors, LLC | 0.10% | No change | 5,329 | $246K |
| Jacobi Capital Management LLC | 0.02% | Add +1.8% | 5,275 | $244K |
| Perissos Private Wealth Management, LLC | 0.18% | New | 5,192 | $240K |
| PVG Asset Management Corp. | 1.13% | New | 5,170 | $239K |
| Fermata Advisors, LLC | 0.04% | New | 5,167 | $239K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 5,058 | $234K |
| PKS Advisory Services, LLC | 0.06% | — | 5,024 | $232K |
| Icon Wealth Advisors, LLC | 0.02% | New | 4,948 | $229K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 4,947 | $229K |
| Family Legacy, Inc. | 0.08% | Add +0.2% | 4,908 | $227K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -18.8% | 4,892 | $226K |
| Richardson Financial Services Inc. | 0.16% | No change | 4,841 | $224K |
| IHT Wealth Management, LLC | 0.01% | New | 4,742 | $219K |
| Centaurus Financial, Inc. | 0.01% | Reduce -22.6% | 4,687 | $217K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -3.2% | 4,533 | $210K |
| FLC Capital Advisors | 0.05% | New | 4,533 | $210K |
| Benjamin Edwards Inc. | 0.00% | Reduce -71.9% | 4,392 | $203K |
| OneAscent Financial Services LLC | 0.02% | New | 4,394 | $203K |
| Richmond Investment Services, LLC | 0.11% | — | 4,354 | $201K |
| Continuum Advisory, LLC | 0.03% | No change | 4,294 | $199K |
| US Bancorp \de | 0.00% | Add +5.5% | 3,826 | $177K |
| Anfield Capital Management, LLC | 0.06% | No change | 3,421 | $158K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 3,270 | $151K |
| BNP Paribas Financial Markets | 0.00% | New | 3,207 | $148K |
| Global Retirement Partners, LLC | 0.00% | Add +27.4% | 2,954 | $137K |
| Spire Wealth Management | 0.00% | Reduce -79.4% | 2,848 | $132K |
| Register Financial Advisors LLC | 0.06% | Add +1.4% | 2,588 | $120K |
| Consultiva Wealth Management, Corp. | 0.50% | No change | 2,173 | $100K |
| MPWM Advisory Solutions, LLC | 0.07% | — | 2,061 | $95K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Add +1.7% | 2,064 | $95K |
| Sunbelt Securities, Inc. | 0.01% | Add +23.1% | 1,860 | $86K |
| Trust Co. of Vermont | 0.00% | No change | 1,760 | $81K |
| CoreCap Advisors, LLC | 0.00% | Reduce -96.9% | 1,336 | $62K |
| WR Wealth Planners, LLC | 0.02% | Add +1.8% | 1,209 | $56K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,050 | $49K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $46K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $46K |
| SBI Securities Co., Ltd. | 0.00% | — | 789 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +377.2% | 773 | $36K |
| Tidemark, LLC | 0.01% | No change | 710 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 700 | $32K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -18.6% | 700 | $32K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.8% | 669 | $31K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 545 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | New | 531 | $25K |
| AlphaMark Advisors, LLC | 0.01% | New | 515 | $24K |
| Kestra Investment Management, LLC | 0.00% | New | 441 | $20K |
| Park Square Financial Group, LLC | 0.01% | — | 435 | $20K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 400 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 400 | $18K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -39.6% | 391 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 361 | $17K |
| Eastern Bank | 0.00% | No change | 337 | $16K |
| Creekmur Asset Management LLC | 0.00% | Reduce -13.5% | 328 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 327 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 277 | $13K |
| Millstone Evans Group, LLC | 0.01% | — | 276 | $13K |
| Caitlin John, LLC | 0.01% | Reduce -0.4% | 265 | $12K |
| Blair William & Co. | 0.00% | Add +1.2% | 249 | $12K |
| BlackRock, Inc. | 0.00% | New | 244 | $11K |
| Ameriflex Group, Inc. | 0.00% | — | 226 | $10K |
| Golden State Wealth Management, LLC | 0.00% | — | 225 | $10K |
| IMG Wealth Management, Inc. | 0.01% | — | 201 | $9K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 200 | $9K |
| Topsail Wealth Management, LLC | 0.00% | — | 200 | $9K |
| City Holding Co. | 0.00% | No change | 200 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 196 | $9K |
| Sachetta, LLC | 0.00% | Add +1.6% | 193 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 179 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 162 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 156 | $7K |
| National Bank of Canada | 0.00% | New | 141 | $7K |
| Transce3nd, LLC | 0.00% | — | 123 | $6K |
| Parallel Advisors, LLC | 0.00% | New | 117 | $5K |
| Synergy Investment Management, LLC | 0.00% | — | 113 | $5K |
| 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% | No change | 57 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 48 | $2K |
| Sandy Spring Bank | 0.00% | No change | 39 | $2K |
| Ancora Advisors LLC | 0.00% | New | 23 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Add +5.9% | 18 | $823 |
| New Millennium Group LLC | 0.00% | No change | 16 | $740 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 12 | $546 |
| Lanark Financial, Inc. | 0.02% | — | 3 | $171 |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $100 |
| High Note Wealth, LLC | 0.00% | New | 1 | $53 |
"% 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.