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 |
| DHK Financial Advisors, Inc. | 1.41% | Add +1.7% | 56,380 | $2.6M |
| Comerica Bank | 0.01% | Add +9.4% | 55,417 | $2.5M |
| Bullseye Investment Management, LLC | 1.61% | Add +4.1% | 55,148 | $2.5M |
| Moloney Securities Asset Management, LLC | 0.34% | Add +3.0% | 55,109 | $2.5M |
| Wagner Wealth Management, LLC | 0.61% | Add +1.9% | 53,837 | $2.5M |
| Strive Asset Management, LLC | 1.69% | Add +163.0% | 53,198 | $2.4M |
| Independent Financial Group, LLC | 0.08% | Add +28.2% | 52,921 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -17.7% | 51,829 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +1.6% | 51,534 | $2.4M |
| Coastwise Capital Group, LLC | 1.97% | Reduce -10.0% | 51,363 | $2.3M |
| Ifrah Financial Services, Inc. | 0.66% | Add +4.9% | 50,465 | $2.3M |
| First Financial Group Corp | 2.61% | Add +5.4% | 50,421 | $2.3M |
| First Heartland Consultants, Inc. | 0.23% | Reduce -0.5% | 49,654 | $2.3M |
| Mariner, LLC | 0.00% | Add +49.9% | 49,090 | $2.2M |
| Trivium Point Advisory, LLC | 0.28% | Reduce -0.8% | 48,938 | $2.2M |
| OneAscent Wealth Management LLC | 0.95% | Add +22.6% | 48,039 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 47,714 | $2.2M |
| Assetmark, Inc. | 0.01% | Reduce -5.6% | 46,967 | $2.1M |
| Asset Allocation Strategies LLC | 0.53% | Reduce -10.6% | 46,670 | $2.1M |
| PCG Wealth Advisors, LLC | 0.68% | Add +2.3% | 42,821 | $2.0M |
| Arete Wealth Advisors, LLC | 0.15% | Add +1.2% | 42,390 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +3.4% | 42,073 | $1.9M |
| Coppell Advisory Solutions LLC | 0.27% | Reduce -33.3% | 42,073 | $1.9M |
| Legacy Wealth Managment, LLC | 1.39% | Reduce -17.5% | 41,792 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +2.4% | 41,567 | $1.9M |
| Endowment Wealth Management, Inc. | 1.21% | Add +14.1% | 41,089 | $1.9M |
| Key Client Fiduciary Advisors, LLC | 0.86% | Reduce -2.3% | 40,724 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +25.2% | 40,003 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -0.2% | 39,842 | $1.8M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -7.5% | 39,337 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.80% | Reduce -36.0% | 38,714 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -2.2% | 37,316 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +0.1% | 37,500 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -10.0% | 37,287 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.94% | Reduce -2.9% | 36,840 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.80% | Reduce -8.7% | 36,742 | $1.7M |
| Clear Point Advisors Inc. | 1.48% | Reduce -0.2% | 35,943 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -2.9% | 34,096 | $1.6M |
| American Financial Advisors, LLC | 0.23% | Reduce -4.3% | 34,071 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +5.5% | 33,432 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +25.6% | 31,656 | $1.4M |
| Accel Wealth Management | 0.52% | Reduce -13.4% | 31,609 | $1.4M |
| Investors Research Corp | 0.30% | Reduce -0.4% | 30,286 | $1.4M |
| Global Assets Advisory, LLC | 0.25% | Add +200.0% | 29,298 | $1.3M |
| Presidio Capital Management, LLC | 0.55% | Add +63.3% | 28,847 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +42.3% | 28,594 | $1.3M |
| Puff Wealth Management, LLC | 2.07% | Add +0.8% | 25,667 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.28% | Reduce -28.1% | 24,975 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +2.1% | 24,969 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.12% | Add +9.1% | 24,589 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.5% | 24,196 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -7.3% | 23,740 | $1.1M |
| TCFG Wealth Management, LLC | 0.54% | No change | 23,344 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.52% | Add +25.6% | 23,263 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Add +2.8% | 22,757 | $1.0M |
| CW Advisors, LLC | 0.01% | Add +233.1% | 21,997 | $1.0M |
| Midwest Heritage Bank, FSB | 0.41% | Reduce -59.8% | 21,908 | $1.0M |
| AlphaStar Capital Management, LLC | 0.10% | Add +56.9% | 15,434 | $988K |
| Moors & Cabot, Inc. | 0.05% | Add +7.2% | 20,990 | $958K |
| Curtis Advisory Group, LLC | 0.27% | Add +62.4% | 20,183 | $921K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -4.1% | 19,883 | $908K |
| Bank of Montreal | 0.00% | Reduce -0.9% | 19,360 | $884K |
| IFP Advisors, Inc | 0.03% | Reduce -20.6% | 18,867 | $861K |
| My Legacy Advisors, LLC | 0.33% | Reduce -2.0% | 18,610 | $850K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +0.0% | 18,470 | $843K |
| Sand Hill Global Advisors, LLC | 0.03% | New | 18,351 | $838K |
| L & S Advisors Inc | 0.12% | Reduce -2.3% | 17,974 | $820K |
| Mgo One Seven LLC | 0.03% | Add +81.1% | 17,719 | $809K |
| Summit Investment Advisors, Inc. | 0.72% | Add +37.6% | 17,712 | $809K |
| Financial Partners Group, Inc | 0.12% | No change | 17,531 | $800K |
| Apollon Wealth Management, LLC | 0.02% | Add +106.2% | 17,270 | $788K |
| StoneX Group Inc. | 0.04% | Add +0.3% | 17,205 | $785K |
| Activest Wealth Management | 0.21% | No change | 17,121 | $782K |
| Silver Oak Securities, Incorporated | 0.07% | Add +3.6% | 16,860 | $770K |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.8% | 16,663 | $761K |
| HBW Advisory Services LLC | 0.11% | Add +8.1% | 16,489 | $753K |
| &partners | 0.01% | Add +28.3% | 16,233 | $742K |
| TFG Advisers LLC | 0.27% | Add +2.8% | 16,227 | $741K |
| Western Wealth Management, LLC | 0.05% | Reduce -78.1% | 15,682 | $716K |
| JT Stratford LLC | 0.13% | Add +48.0% | 15,655 | $715K |
| Strategic Blueprint, LLC | 0.04% | Add +3.8% | 15,355 | $701K |
| WealthCare Investment Partners, LLC | 0.30% | Reduce -7.0% | 15,399 | $699K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.8% | 15,150 | $692K |
| Northwest Wealth Management, LLC | 0.14% | Add +0.8% | 15,089 | $689K |
| AE Wealth Management LLC | 0.01% | Add +34.5% | 14,825 | $677K |
| Sigma Planning Corp | 0.02% | Reduce -4.7% | 14,792 | $675K |
| Jones Financial Companies LLLP | 0.00% | Add +69.5% | 14,724 | $673K |
| Flow Traders U.S. LLC | 0.03% | New | 13,849 | $632K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.3% | 13,239 | $604K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -4.0% | 13,229 | $604K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -88.8% | 13,188 | $602K |
| Cambridge Advisors Inc. | 0.13% | Reduce -2.5% | 12,986 | $593K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -1.3% | 12,793 | $584K |
| Wedbush Securities Inc. | 0.02% | Add +62.9% | 12,718 | $581K |
| TrueMark Investments, LLC | 0.15% | Reduce -28.0% | 12,711 | $580K |
| MRA Advisory Group | 0.31% | Add +0.7% | 12,690 | $579K |
| Wealth Watch Advisors, INC | 0.47% | Add +93.1% | 12,655 | $578K |
| Wealthfront Advisers LLC | 0.00% | Reduce -32.5% | 12,588 | $575K |
| Principal Securities, Inc. | 0.01% | No change | 12,372 | $572K |
| Plotkin Financial Advisors, LLC | 0.35% | Add +30.6% | 12,431 | $567K |
| Helium Advisors LLC | 0.40% | Add +1.2% | 12,020 | $549K |
| Morey & Quinn Wealth Partners, LLC | 0.45% | Add +12.2% | 11,784 | $538K |
| Cozad Asset Management Inc. | 0.05% | Reduce -0.3% | 11,705 | $534K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.1% | 11,171 | $510K |
| IVC Wealth Advisors LLC | 0.26% | Reduce -2.8% | 10,480 | $478K |
| Private Trust Co. NA | 0.05% | Add +8.0% | 10,270 | $469K |
| Venture Visionary Partners LLC | 0.02% | No change | 10,185 | $465K |
| Glass Jacobson Investment Advisors llc | 0.15% | No change | 10,036 | $464K |
| Fullcircle Wealth LLC | 0.19% | Reduce -0.0% | 10,143 | $462K |
| Capital Analysts, LLC | 0.02% | Add +5.9% | 10,104 | $461K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.8% | 9,711 | $443K |
| Uptick Partners, LLC | 0.15% | New | 9,632 | $440K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.9% | 9,455 | $432K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.2% | 9,437 | $431K |
| Castleview Partners, LLC | 0.28% | Add +4.2% | 9,223 | $421K |
| Virtus Wealth Solutions LLC | 0.13% | Reduce -1.7% | 9,181 | $419K |
| Willner & Heller, LLC | 0.38% | Add +1.7% | 9,024 | $412K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 8,960 | $409K |
| Beaton Management Co. Inc. | 0.21% | Add +5.4% | 8,850 | $404K |
| RVW Wealth, LLC | 0.04% | Reduce -65.5% | 8,668 | $396K |
| Creative Financial Designs Inc. | 0.03% | Add +16.0% | 8,301 | $379K |
| Purus Wealth Management, LLC | 0.16% | Reduce -4.1% | 8,220 | $375K |
| Betterment LLC | 0.00% | New | 8,216 | $375K |
| Columbia Advisory Partners LLC | 0.32% | Add +16.0% | 8,091 | $369K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -5.4% | 7,954 | $363K |
| PFG Advisors | 0.02% | Add +9.3% | 7,910 | $361K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 7,877 | $360K |
| Delta Financial Group, Inc. | 0.08% | No change | 7,612 | $350K |
| Csenge Advisory Group | 0.02% | Reduce -0.1% | 7,616 | $346K |
| International Assets Investment Management, LLC | 0.03% | Reduce -7.0% | 7,568 | $345K |
| IFG Advisory, LLC | 0.02% | Add +4.9% | 7,464 | $341K |
| Garden State Investment Advisory Services LLC | 0.11% | Reduce -25.8% | 7,313 | $334K |
| CreativeOne Wealth, LLC | 0.01% | Add +30.6% | 7,303 | $333K |
| Chiron Capital Management, LLC | 0.30% | No change | 7,277 | $332K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -6.2% | 7,208 | $329K |
| Mattern Wealth Management LLC | 0.07% | Reduce -27.6% | 7,099 | $324K |
| Argent Trust Co | 0.01% | No change | 7,000 | $320K |
| Proactive Wealth Strategies LLC | 0.17% | Add +1.7% | 6,828 | $312K |
| Winebrenner Capital Management LLC | 0.27% | Add +1.1% | 6,665 | $304K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1561.0% | 6,644 | $303K |
| Jacobi Capital Management LLC | 0.02% | Add +25.6% | 6,624 | $302K |
| Realta Investment Advisors | 0.14% | Add +5.0% | 6,603 | $301K |
| Wbi Investments, LLC | 0.08% | Reduce -82.9% | 6,583 | $301K |
| Brighton Jones LLC | 0.01% | Add +8.1% | 6,335 | $289K |
| Beacon Financial Group | 0.03% | Reduce -68.9% | 6,067 | $277K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -55.5% | 5,838 | $267K |
| Synergy Asset Management, LLC | 0.03% | Reduce -56.3% | 5,802 | $265K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +15.9% | 5,735 | $262K |
| Lokken Investment Group LLC | 0.11% | No change | 5,686 | $260K |
| PKS Advisory Services, LLC | 0.07% | Add +13.1% | 5,683 | $259K |
| PFG Investments, LLC | 0.02% | Reduce -0.9% | 5,638 | $257K |
| Arax Advisory Partners | 0.02% | Reduce -28.0% | 5,579 | $255K |
| Merkkuri Wealth Advisors LLC | 0.22% | Reduce -4.0% | 5,573 | $254K |
| Southland Equity Partners LLC | 0.06% | Reduce -13.4% | 5,549 | $253K |
| Mainstay Capital Management LLC | 0.03% | Reduce -23.4% | 5,510 | $252K |
| PVG Asset Management Corp. | 1.07% | Add +4.5% | 5,402 | $247K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -5.3% | 5,396 | $246K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.4% | 5,361 | $245K |
| Stephens Inc. | 0.00% | Reduce -5.8% | 5,321 | $243K |
| Advisor OS, LLC | 0.03% | Reduce -13.6% | 5,315 | $243K |
| NBT Bank, N.A. | 0.02% | Reduce -13.4% | 5,262 | $240K |
| Perissos Private Wealth Management, LLC | 0.22% | Add +0.0% | 5,194 | $237K |
| Pinion Investment Advisors, LLC | 0.05% | Reduce -4.2% | 5,103 | $233K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.7% | 5,033 | $230K |
| Townsquare Capital LLC | 0.00% | New | 4,921 | $225K |
| Family Legacy, Inc. | 0.08% | No change | 4,908 | $224K |
| Insight Advisors, LLC/ PA | 0.04% | Add +8.2% | 4,903 | $224K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -19.6% | 4,806 | $219K |
| Richardson Financial Services Inc. | 0.17% | Reduce -1.8% | 4,754 | $217K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.0% | 4,649 | $212K |
| Iams Wealth Management, LLC | 0.10% | New | 4,586 | $209K |
| FLC Capital Advisors | 0.05% | No change | 4,533 | $207K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -28.4% | 4,474 | $205K |
| Barclays PLC | 0.00% | New | 4,378 | $200K |
| Continuum Advisory, LLC | 0.03% | No change | 4,294 | $196K |
| Centaurus Financial, Inc. | 0.01% | Reduce -12.5% | 4,103 | $187K |
| Lanark Financial, Inc. | 0.01% | — | 3,756 | $171K |
| US Bancorp \de | 0.00% | Reduce -4.2% | 3,664 | $167K |
| MJT & Associates Financial Advisory Group, Inc. | 0.16% | — | 3,590 | $164K |
| Anfield Capital Management, LLC | 0.06% | No change | 3,421 | $156K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 3,270 | $149K |
| Financial Network Wealth Advisors LLC | 0.18% | New | 3,023 | $138K |
| Spire Wealth Management | 0.00% | Reduce -3.8% | 2,739 | $125K |
| Register Financial Advisors LLC | 0.06% | Add +1.4% | 2,625 | $120K |
| Consultiva Wealth Management, Corp. | 0.40% | Add +18.4% | 2,573 | $117K |
| Sunbelt Securities, Inc. | 0.01% | Add +25.0% | 2,325 | $106K |
| MPWM Advisory Solutions, LLC | 0.07% | No change | 2,061 | $94K |
| First Pacific Financial | 0.02% | New | 1,814 | $83K |
| Qube Research & Technologies Ltd | 0.00% | Add +129.8% | 1,537 | $70K |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.5% | 1,362 | $62K |
| CoreCap Advisors, LLC | 0.00% | Reduce -17.6% | 1,101 | $50K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,050 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -88.6% | 1,046 | $48K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $46K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $45K |
| BlackRock, Inc. | 0.00% | Add +228.7% | 802 | $37K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.1% | 774 | $35K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.1% | 733 | $33K |
| Tidemark, LLC | 0.01% | No change | 710 | $32K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 700 | $32K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 545 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 531 | $24K |
| Park Square Financial Group, LLC | 0.02% | No change | 435 | $20K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 400 | $18K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.8% | 398 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 361 | $16K |
| Eastern Bank | 0.00% | No change | 337 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 327 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 277 | $13K |
| Millstone Evans Group, LLC | 0.01% | No change | 276 | $13K |
| Rossby Financial, LCC | 0.01% | New | 258 | $12K |
| Blair William & Co. | 0.00% | Add +1.2% | 252 | $12K |
| Hughes Financial Services, LLC | 0.00% | New | 240 | $11K |
| Ameriflex Group, Inc. | 0.00% | No change | 226 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 225 | $10K |
| Creekmur Asset Management LLC | 0.00% | Reduce -32.3% | 222 | $10K |
| IMG Wealth Management, Inc. | 0.01% | No change | 201 | $9K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 200 | $9K |
| Topsail Wealth Management, LLC | 0.00% | No change | 200 | $9K |
| City Holding Co. | 0.00% | No change | 200 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 196 | $9K |
| Simplex Trading, LLC | 0.00% | New | 200 | $9K |
| Sachetta, LLC | 0.00% | Add +1.6% | 196 | $9K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 163 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 156 | $7K |
| Marshall Investment Management, LLC | 0.00% | New | 138 | $6K |
| Transce3nd, LLC | 0.00% | No change | 123 | $6K |
| Synergy Investment Management, LLC | 0.00% | Reduce -0.9% | 112 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 96 | $4K |
| Founders Financial Alliance, LLC | 0.00% | Add +61.4% | 92 | $4K |
| Center for Financial Planning, Inc. | 0.00% | No change | 70 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 48 | $2K |
| 1 North Wealth Services LLC | 0.00% | New | 35 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 23 | $1K |
| GKV Capital Management Co., Inc. | 0.00% | New | 17 | $776 |
| New Millennium Group LLC | 0.00% | No change | 16 | $730 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 12 | $539 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 9 | $411 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $53 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $47 |
"% 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.