First Trust Senior Loan ETFFTSLETF
13F holders, Q2 2025 (June 30)331holders −10
22new positions
34sold out
2famous investors
$45.89avg. 13F price*
At the end of Q2 2025, 331 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings, down 10 from Q1 2025. 22 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($214.5M), LPL Financial LLC ($94.1M) and Wells Fargo & Company ($88.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $20.1M |
| Exits | 34 | $25.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,201,235 shares bought and 2,631,789 shares sold, net −430,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| Morgan Stanley | 0.01% | Reduce -0.8% | 4,674,003 | $214.5M |
| LPL Financial LLC | 0.03% | Add +3.8% | 2,051,310 | $94.1M |
| Wells Fargo & Company | 0.02% | Reduce -10.8% | 1,931,799 | $88.7M |
| Bank of America Corp. | 0.01% | Reduce -0.6% | 1,875,309 | $86.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.4% | 1,502,512 | $69.0M |
| Royal Bank of Canada | 0.01% | Reduce -5.2% | 1,493,366 | $68.5M |
| First Trust Advisors LP | 0.04% | Add +7.2% | 1,200,153 | $55.1M |
| One Capital Management, LLC | 1.81% | Reduce -14.3% | 1,135,739 | $52.1M |
| UBS Group AG | 0.01% | Reduce -3.4% | 778,837 | $35.7M |
| Flaharty Asset Management, LLC | 4.61% | Add +2.5% | 733,983 | $33.7M |
| Welch & Forbes LLC | 0.39% | Add +3.3% | 682,178 | $31.3M |
| NorthCoast Asset Management LLC | 0.13% | Add +2.3% | 655,762 | $30.1M |
| Hikari Tsushin, Inc. | 1.85% | No change | 570,196 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.0% | 567,225 | $26.0M |
| Virtue Capital Management, LLC | 4.67% | Reduce -14.7% | 553,071 | $25.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -8.8% | 548,078 | $25.1M |
| Stifel Financial Corp. | 0.02% | Add +24.4% | 460,217 | $21.1M |
| TL Private Wealth | 8.71% | Add +0.1% | 456,319 | $21.0M |
| Cyndeo Wealth Partners, LLC | 1.07% | Add +1.0% | 392,122 | $18.0M |
| Cetera Investment Advisers | 0.03% | Reduce -11.3% | 376,411 | $17.3M |
| Capital Investment Counsel, LLC | 2.54% | Add +10.5% | 356,598 | $16.4M |
| Jane Street Group, LLC | 0.02% | Add +36.9% | 330,940 | $15.2M |
| Fairvoy Private Wealth, LLC | 3.77% | Add +2.1% | 330,667 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -24.2% | 329,623 | $15.1M |
| Renaissance Technologies | 0.02% | Add +410.5% | 306,300 | $14.1M |
| Harbor Advisory Corp. | 4.39% | Add +134.4% | 300,170 | $13.8M |
| Ocean Park Asset Management, LLC | 0.48% | No change | 296,600 | $13.5M |
| Cwm, LLC | 0.05% | Reduce -15.5% | 290,274 | $13.3M |
| NewEdge Advisors, LLC | 0.07% | Add +4.0% | 284,210 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.1% | 266,771 | $12.3M |
| Integrated Wealth Concepts LLC | 0.10% | Add +0.1% | 219,239 | $10.1M |
| Tower Research Capital LLC (TRC) | 0.24% | Add +2111777.8% | 190,069 | $8.7M |
| Private Advisor Group, LLC | 0.05% | Add +73.1% | 187,123 | $8.6M |
| RiverTree Advisors, LLC | 5.64% | Add +35.2% | 183,035 | $8.4M |
| Nilsine Partners, LLC | 0.80% | Add +1.9% | 173,005 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.2% | 171,019 | $7.8M |
| Clear Creek Financial Management, LLC | 0.72% | Add +6.7% | 165,377 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 164,889 | $7.6M |
| RPg Family Wealth Advisory, LLC | 1.98% | Add +5.5% | 162,516 | $7.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Add +19.2% | 156,236 | $7.2M |
| CNO Financial Group, Inc. | 4.31% | No change | 152,000 | $7.0M |
| Little Harbor Advisors, LLC | 4.11% | No change | 151,105 | $6.9M |
| Chicago Partners Investment Group LLC | 0.20% | Reduce -3.1% | 150,820 | $6.9M |
| Lake Street Private Wealth, LLC | 0.97% | Add +3.8% | 147,874 | $6.8M |
| Adams Wealth Management | 1.28% | Add +6.0% | 146,762 | $6.7M |
| CacheTech Inc. | 1.24% | Add +2.3% | 146,762 | $6.7M |
| Brookstone Capital Management | 0.09% | Reduce -3.4% | 142,378 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -4.6% | 139,833 | $6.4M |
| TrueWealth Advisors, LLC | 1.88% | Add +14.4% | 138,403 | $6.4M |
| DAVENPORT & Co LLC | 0.03% | Add +7.8% | 137,210 | $6.3M |
| Exchange Traded Concepts, LLC | 0.08% | New | 136,986 | $6.3M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +35.1% | 132,144 | $6.1M |
| Mission Hills Financial Advisory, LLC | 3.75% | Reduce -1.7% | 131,835 | $6.0M |
| Asset Allocation & Management Company, LLC | 2.72% | Add +8.6% | 126,840 | $5.8M |
| Harbour Investments, Inc. | 0.14% | Add +2.4% | 120,269 | $5.5M |
| Fairway Financial, LLC | 4.61% | Add +1.5% | 118,686 | $5.4M |
| Prospera Financial Services Inc | 0.10% | Reduce -2.3% | 115,081 | $5.3M |
| Geneos Wealth Management Inc. | 0.12% | Add +5.4% | 109,432 | $5.0M |
| Citadel Advisors | 0.00% | Add +85.0% | 104,895 | $4.8M |
| Quadrature Capital Ltd | 0.08% | New | 104,613 | $4.8M |
| DHK Financial Advisors, Inc. | 2.66% | Add +79.1% | 100,979 | $4.6M |
| Exencial Wealth Advisors, LLC | 0.16% | Reduce -2.6% | 97,320 | $4.5M |
| Old Mission Capital LLC | 0.12% | New | 96,476 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +12.1% | 96,406 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +27.2% | 95,928 | $4.4M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -12.6% | 95,393 | $4.4M |
| Bison Wealth, LLC | 0.34% | Add +3.7% | 94,007 | $4.3M |
| Blackhawk Capital Partners, LLC | 1.96% | Add +31.9% | 92,699 | $4.3M |
| Petix & Botte Co | 1.04% | Add +18.8% | 92,358 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.4% | 92,298 | $4.2M |
| Kovack Advisors, Inc. | 0.41% | Add +0.7% | 91,893 | $4.2M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +15.6% | 91,438 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -15.2% | 87,893 | $4.0M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +106.7% | 86,966 | $4.0M |
| Trustmark Bank Trust Department | 0.27% | No change | 85,000 | $3.9M |
| Harvest Investment Services, LLC | 0.86% | Add +6.0% | 84,229 | $3.9M |
| Aspen Investment Management Inc | 1.62% | Add +0.9% | 84,158 | $3.9M |
| Aurora Private Wealth, Inc. | 2.78% | Reduce -3.4% | 81,789 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.0% | 81,168 | $3.7M |
| Oder Investment Management, LLC | 2.71% | Add +7.0% | 78,254 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -2.6% | 76,013 | $3.5M |
| Trinity Legacy Partners, LLC | 0.84% | Add +2.2% | 75,272 | $3.5M |
| Fifth Third Securities, Inc. | 0.26% | Add +0.4% | 74,222 | $3.4M |
| Colorado Capital Management, Inc. | 1.45% | Add +2.0% | 73,560 | $3.4M |
| Integrity Financial Corp | 1.65% | Reduce -15.4% | 70,611 | $3.2M |
| Huntleigh Advisors, Inc. | 0.62% | Add +10.7% | 70,321 | $3.2M |
| Integrated Advisors Network LLC | 0.14% | Add +2.9% | 69,254 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -8.5% | 68,830 | $3.2M |
| Strive Asset Management, LLC | 1.90% | Add +29.4% | 68,810 | $3.2M |
| Prudential PLC | 0.02% | Reduce -3.3% | 67,450 | $3.1M |
| Flagstar Securities, Inc. | 0.84% | Add +10.4% | 66,244 | $3.0M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -2.0% | 65,680 | $3.0M |
| Park Avenue Securities LLC | 0.03% | Add +11.0% | 65,562 | $3.0M |
| RFG Advisory, LLC | 0.07% | Reduce -66.9% | 64,302 | $3.0M |
| SageView Advisory Group, LLC | 0.11% | Reduce -0.6% | 62,926 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -59.0% | 61,759 | $2.8M |
| Private Advisory Group LLC | 0.26% | Add +5.8% | 60,940 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.7% | 60,408 | $2.8M |
| Sowell Financial Services LLC | 0.11% | Reduce -28.5% | 59,507 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -1.4% | 56,928 | $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.