First Trust Senior Loan ETFFTSLETF
13F holders, Q1 2025 (March 31)341holders −12
20new positions
27sold out
2famous investors
$45.64avg. 13F price*
At the end of Q1 2025, 341 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings, down 12 from Q4 2024. 20 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($215.0M), Wells Fargo & Company ($98.8M) and LPL Financial LLC ($90.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $24.2M |
| Exits | 27 | $14.6M |
All 13F filers, Q4 2024 → Q1 2025: 3,569,906 shares bought and 1,317,356 shares sold, net +2,252,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| Morgan Stanley | 0.02% | Add +3.8% | 4,709,857 | $215.0M |
| Wells Fargo & Company | 0.02% | Add +43.7% | 2,164,738 | $98.8M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,976,404 | $90.2M |
| Bank of America Corp. | 0.01% | Add +1.3% | 1,886,198 | $86.1M |
| Royal Bank of Canada | 0.02% | Reduce -0.8% | 1,574,414 | $71.9M |
| Raymond James Financial Inc. | 0.03% | Add +6.4% | 1,539,336 | $70.3M |
| One Capital Management, LLC | 2.05% | Add +30.4% | 1,324,825 | $60.5M |
| First Trust Advisors LP | 0.05% | Add +0.6% | 1,119,862 | $51.1M |
| UBS Group AG | 0.01% | Reduce -9.0% | 806,502 | $36.8M |
| Flaharty Asset Management, LLC | 4.71% | Reduce -5.2% | 715,752 | $32.7M |
| Welch & Forbes LLC | 0.39% | Add +4.3% | 660,334 | $30.1M |
| Virtue Capital Management, LLC | 3.46% | Add +51.7% | 648,361 | $29.6M |
| NorthCoast Asset Management LLC | 0.15% | Add +9.8% | 641,010 | $29.3M |
| Osaic Holdings, Inc. | 0.06% | Add +1.1% | 601,289 | $27.4M |
| Hikari Tsushin, Inc. | 1.74% | No change | 570,196 | $26.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 567,052 | $25.9M |
| TL Private Wealth | 10.14% | Reduce -2.4% | 455,777 | $20.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +14.7% | 434,860 | $19.9M |
| Cetera Investment Advisers | 0.04% | Add +60.2% | 424,613 | $19.4M |
| Cyndeo Wealth Partners, LLC | 1.16% | Add +5.5% | 388,147 | $17.7M |
| Stifel Financial Corp. | 0.02% | Reduce -15.4% | 369,895 | $16.9M |
| Cwm, LLC | 0.06% | Add +6.2% | 343,542 | $15.7M |
| Fairvoy Private Wealth, LLC | 4.06% | Add +26.0% | 323,928 | $14.8M |
| Capital Investment Counsel, LLC | 2.44% | Add +17.7% | 322,679 | $14.7M |
| Ocean Park Asset Management, LLC | 0.48% | No change | 296,600 | $13.5M |
| NewEdge Advisors, LLC | 0.07% | Add +40.6% | 273,160 | $12.5M |
| Tower Wealth Partners, Inc. | 6.05% | Reduce -0.0% | 247,918 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +19.4% | 246,798 | $11.3M |
| Jane Street Group, LLC | 0.02% | New | 241,789 | $11.0M |
| Integrated Wealth Concepts LLC | 0.12% | Add +6.9% | 219,136 | $10.0M |
| RFG Advisory, LLC | 0.24% | Add +7.8% | 194,107 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.9% | 190,164 | $8.7M |
| Pine Valley Investments Ltd Liability Co | 0.55% | Add +10.0% | 188,852 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.4% | 171,402 | $7.8M |
| Nilsine Partners, LLC | 0.85% | Add +3.0% | 169,688 | $7.7M |
| Chicago Partners Investment Group LLC | 0.24% | Add +2.5% | 155,660 | $7.1M |
| Clear Creek Financial Management, LLC | 0.73% | Add +18.3% | 155,066 | $7.1M |
| RPg Family Wealth Advisory, LLC | 2.00% | Add +13.0% | 153,995 | $7.0M |
| CNO Financial Group, Inc. | 5.80% | — | 152,000 | $6.9M |
| Little Harbor Advisors, LLC | 4.25% | No change | 151,105 | $6.9M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +6.3% | 150,834 | $6.9M |
| Brookstone Capital Management | 0.10% | Add +8.4% | 147,394 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +4.8% | 146,593 | $6.7M |
| Lake Street Private Wealth, LLC | 1.07% | Add +4.6% | 142,496 | $6.5M |
| Adams Wealth Management | 1.24% | Reduce -10.2% | 138,417 | $6.3M |
| CacheTech Inc. | 1.23% | Reduce -6.9% | 143,470 | $6.3M |
| RiverTree Advisors, LLC | 4.14% | Add +6.1% | 135,344 | $6.2M |
| Mission Hills Financial Advisory, LLC | 4.25% | Reduce -2.1% | 134,098 | $6.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Reduce -2.5% | 131,040 | $6.0M |
| Harbor Advisory Corp. | 1.96% | Add +10.2% | 128,074 | $5.8M |
| DAVENPORT & Co LLC | 0.03% | Add +8.3% | 127,315 | $5.8M |
| TrueWealth Advisors, LLC | 1.81% | Add +20.1% | 120,931 | $5.5M |
| Prospera Financial Services Inc | 0.12% | Reduce -5.4% | 117,779 | $5.4M |
| Harbour Investments, Inc. | 0.15% | Add +158.0% | 117,511 | $5.4M |
| Fairway Financial, LLC | 4.84% | Add +2.6% | 116,969 | $5.3M |
| Asset Allocation & Management Company, LLC | 2.70% | Add +10.1% | 116,840 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 115,095 | $5.3M |
| OneDigital Investment Advisors LLC | 0.06% | Add +15.2% | 109,141 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Add +26.6% | 108,096 | $4.9M |
| Geneos Wealth Management Inc. | 0.16% | Add +358.8% | 103,841 | $4.7M |
| D.A. Davidson & Co. | 0.04% | Add +30.0% | 103,614 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +19.6% | 100,810 | $4.6M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -1.7% | 99,911 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.34% | Add +5.9% | 97,783 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +35.7% | 97,566 | $4.5M |
| Kovack Advisors, Inc. | 0.44% | Add +5.5% | 91,241 | $4.2M |
| Bison Wealth, LLC | 0.39% | Add +20.3% | 90,681 | $4.1M |
| Financial Advocates Investment Management | 0.29% | Add +53.2% | 89,282 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.1% | 86,017 | $3.9M |
| Trustmark Bank Trust Department | 0.29% | No change | 85,000 | $3.9M |
| Aurora Private Wealth, Inc. | 3.09% | Add +6.1% | 84,645 | $3.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.8% | 84,519 | $3.9M |
| Integrity Financial Corp | 2.16% | Reduce -0.7% | 83,426 | $3.8M |
| Aspen Investment Management Inc | 1.75% | Add +2.0% | 83,364 | $3.8M |
| Sowell Financial Services LLC | 0.17% | Add +61.3% | 83,276 | $3.8M |
| Harvest Investment Services, LLC | 1.01% | Reduce -19.1% | 79,434 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +2.8% | 79,070 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -0.1% | 78,988 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +5.4% | 78,085 | $3.6M |
| Petix & Botte Co | 0.93% | Add +45.8% | 77,753 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.8% | 75,432 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +5.6% | 75,251 | $3.4M |
| Trinity Legacy Partners, LLC | 0.86% | Reduce -6.4% | 73,632 | $3.4M |
| Fifth Third Securities, Inc. | 0.28% | Add +5.1% | 73,932 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -27.2% | 73,400 | $3.4M |
| Oder Investment Management, LLC | 2.84% | Add +15.1% | 73,115 | $3.3M |
| Colorado Capital Management, Inc. | 1.53% | Reduce -4.7% | 72,094 | $3.3M |
| Blackhawk Capital Partners, LLC | 1.65% | Reduce -3.5% | 70,272 | $3.2M |
| Prudential PLC | 0.02% | Add +15.2% | 69,750 | $3.2M |
| Integrated Advisors Network LLC | 0.16% | Add +5.2% | 67,279 | $3.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +21.9% | 67,038 | $3.1M |
| Huntleigh Advisors, Inc. | 0.48% | Add +10.4% | 63,555 | $2.9M |
| SageView Advisory Group, LLC | 0.12% | Reduce -4.5% | 63,311 | $2.9M |
| Flagstar Securities, Inc. | 0.70% | Add +0.9% | 60,011 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -78.4% | 60,000 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Add +5.3% | 59,058 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -2.9% | 59,009 | $2.7M |
| Snowden Capital Advisors LLC | 0.09% | Add +5.5% | 57,753 | $2.6M |
| Private Advisory Group LLC | 0.30% | Reduce -1.6% | 57,583 | $2.6M |
| Citadel Advisors | 0.00% | New | 56,710 | $2.6M |
"% 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.