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 |
| Bullseye Investment Management, LLC | 1.61% | No change | 55,148 | $2.5M |
| Wagner Wealth Management, LLC | 0.57% | Add +1.1% | 54,458 | $2.5M |
| Twin Peaks Wealth Advisors, LLC | 0.79% | Add +37.6% | 53,273 | $2.5M |
| OneAscent Wealth Management LLC | 0.88% | Add +8.4% | 52,093 | $2.4M |
| First Financial Group Corp | 2.28% | Add +1.0% | 50,920 | $2.3M |
| Ifrah Financial Services, Inc. | 0.63% | Reduce -0.1% | 50,421 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -15.2% | 50,028 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.8% | 48,315 | $2.2M |
| Endowment Wealth Management, Inc. | 1.10% | Add +12.9% | 46,380 | $2.1M |
| Coastwise Capital Group, LLC | 1.64% | Reduce -12.6% | 44,895 | $2.1M |
| Trivium Point Advisory, LLC | 0.22% | Reduce -9.9% | 44,095 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.25% | Reduce -20.1% | 44,005 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +5.6% | 43,902 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -44.6% | 43,776 | $2.0M |
| Assetmark, Inc. | 0.00% | Reduce -7.2% | 43,592 | $2.0M |
| Arete Wealth Advisors, LLC | 0.14% | Add +1.6% | 43,060 | $2.0M |
| PCG Wealth Advisors, LLC | 1.01% | Add +0.4% | 42,990 | $2.0M |
| Asset Allocation Strategies LLC | 0.43% | Reduce -8.8% | 42,568 | $2.0M |
| Coppell Advisory Solutions LLC | 0.23% | Add +0.9% | 42,441 | $1.9M |
| Key Client Fiduciary Advisors, LLC | 0.79% | Add +2.4% | 41,710 | $1.9M |
| Comerica Bank | 0.01% | Reduce -26.8% | 40,550 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +0.5% | 40,221 | $1.8M |
| Prosperity Consulting Group, LLC | 0.13% | Reduce -4.5% | 37,558 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -6.1% | 37,421 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +16.0% | 36,709 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.94% | No change | 36,840 | $1.7M |
| Clear Point Advisors Inc. | 1.39% | Add +0.1% | 35,974 | $1.7M |
| Legacy Investment Solutions, LLC | 0.87% | — | 35,870 | $1.6M |
| Legacy Wealth Managment, LLC | 0.87% | Reduce -14.2% | 35,870 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +23.3% | 35,244 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.1% | 33,718 | $1.5M |
| American Financial Advisors, LLC | 0.21% | Reduce -4.0% | 32,699 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -14.2% | 32,194 | $1.5M |
| ShoreHaven Wealth Partners, LLC | 0.60% | Reduce -13.3% | 31,872 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -39.3% | 31,284 | $1.4M |
| Presidio Capital Management, LLC | 0.55% | Add +7.5% | 31,003 | $1.4M |
| Accel Wealth Management | 0.47% | Reduce -2.1% | 30,954 | $1.4M |
| Investors Research Corp | 0.27% | Reduce -1.2% | 29,911 | $1.4M |
| Puff Wealth Management, LLC | 1.98% | Add +3.2% | 26,484 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -74.1% | 26,121 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.54% | Add +10.7% | 25,762 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +0.5% | 25,086 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +316.0% | 23,860 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -3.5% | 23,336 | $1.1M |
| TCFG Wealth Management, LLC | 0.49% | Reduce -0.2% | 23,303 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Add +0.8% | 22,932 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +14.2% | 22,700 | $1.0M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -39.8% | 22,459 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +6.7% | 22,400 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.23% | Reduce -8.2% | 22,922 | $1.0M |
| CW Advisors, LLC | 0.01% | Reduce -0.5% | 21,879 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -10.4% | 21,272 | $977K |
| Summit Investment Advisors, Inc. | 0.75% | Add +12.2% | 19,870 | $912K |
| Bank of Montreal | 0.00% | Add +1.4% | 19,638 | $901K |
| IFP Advisors, Inc | 0.03% | Add +4.1% | 19,633 | $901K |
| Jones Financial Companies LLLP | 0.00% | Add +31.3% | 19,335 | $887K |
| My Legacy Advisors, LLC | 0.30% | Reduce -0.9% | 18,449 | $850K |
| Apollon Wealth Management, LLC | 0.02% | Add +7.1% | 18,498 | $849K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +0.0% | 18,472 | $848K |
| Plotkin Financial Advisors, LLC | 0.45% | Add +43.9% | 17,889 | $821K |
| HBW Advisory Services LLC | 0.10% | Add +7.3% | 17,700 | $812K |
| Financial Partners Group, Inc | 0.11% | Add +0.0% | 17,532 | $805K |
| Western Wealth Management, LLC | 0.05% | Add +11.0% | 17,414 | $799K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -53.7% | 17,265 | $792K |
| Advisory Services Network, LLC | 0.01% | Reduce -48.6% | 17,188 | $789K |
| Helium Advisors LLC | 0.50% | Add +42.3% | 17,104 | $785K |
| Silver Oak Securities, Incorporated | 0.07% | Add +1.3% | 17,073 | $783K |
| Boyce & Associates Wealth Consulting, Inc. | 0.71% | Reduce -31.2% | 16,907 | $776K |
| Independent Financial Group, LLC | 0.02% | Reduce -68.1% | 16,882 | $775K |
| Curtis Advisory Group, LLC | 0.19% | Reduce -16.7% | 16,810 | $771K |
| StoneX Group Inc. | 0.04% | Reduce -2.6% | 16,763 | $769K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.5% | 16,697 | $766K |
| HRT Financial LP | 0.00% | New | 16,407 | $752K |
| Strategic Blueprint, LLC | 0.04% | Add +6.3% | 16,330 | $749K |
| TFG Advisers LLC | 0.26% | Add +0.5% | 16,313 | $749K |
| &partners | 0.01% | Reduce -3.1% | 15,732 | $722K |
| L & S Advisors Inc | 0.08% | Reduce -13.2% | 15,601 | $716K |
| Wbi Investments, LLC | 0.18% | Add +134.9% | 15,463 | $710K |
| Mariner, LLC | 0.00% | Reduce -69.0% | 15,243 | $700K |
| Impact Partnership Wealth, LLC | 0.13% | New | 14,941 | $686K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.7% | 14,738 | $676K |
| WealthCare Investment Partners, LLC | 0.24% | Reduce -4.7% | 14,679 | $676K |
| Midwest Heritage Bank, FSB | 0.25% | Reduce -33.9% | 14,485 | $665K |
| Mgo One Seven LLC | 0.02% | Reduce -18.3% | 14,479 | $664K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -4.5% | 14,411 | $661K |
| Spire Wealth Management | 0.02% | Add +421.6% | 14,288 | $656K |
| Garden State Investment Advisory Services LLC | 0.17% | Add +89.4% | 13,853 | $636K |
| JT Stratford LLC | 0.09% | Reduce -13.8% | 13,489 | $619K |
| AE Wealth Management LLC | 0.00% | Reduce -9.6% | 13,400 | $615K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.3% | 13,360 | $613K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.5% | 13,300 | $610K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -93.0% | 13,260 | $609K |
| Sigma Planning Corp | 0.02% | Reduce -13.0% | 12,863 | $590K |
| MRA Advisory Group | 0.27% | Add +0.5% | 12,752 | $585K |
| Wealth Watch Advisors, INC | 0.33% | Reduce -2.1% | 12,383 | $568K |
| WCG Wealth Advisors LLC | 0.04% | New | 12,025 | $552K |
| Cozad Asset Management Inc. | 0.05% | Add +0.2% | 11,724 | $538K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.9% | 11,661 | $535K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -11.6% | 11,305 | $519K |
| Wealthfront Advisers LLC | 0.00% | Reduce -11.0% | 11,205 | $514K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -3.4% | 10,787 | $495K |
| Private Trust Co. NA | 0.05% | Add +2.7% | 10,548 | $484K |
| PFG Advisors | 0.02% | Add +32.7% | 10,497 | $482K |
| Wedbush Securities Inc. | 0.02% | Reduce -17.6% | 10,478 | $481K |
| Balefire, LLC | 0.10% | New | 10,314 | $473K |
| Venture Visionary Partners LLC | 0.02% | No change | 10,185 | $467K |
| Principal Securities, Inc. | 0.01% | Reduce -17.9% | 10,163 | $466K |
| Fullcircle Wealth LLC | 0.17% | No change | 10,143 | $466K |
| Capital Analysts, LLC | 0.02% | Reduce -0.4% | 10,064 | $462K |
| Morey & Quinn Wealth Partners, LLC | 0.37% | Reduce -14.9% | 10,029 | $460K |
| Uptick Partners, LLC | 0.13% | Add +2.8% | 9,903 | $454K |
| Aptus Capital Advisors, LLC | 0.00% | Add +48.4% | 9,860 | $452K |
| Global Assets Advisory, LLC | 0.18% | Reduce -66.7% | 9,766 | $449K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.6% | 9,658 | $443K |
| IVC Wealth Advisors LLC | 0.21% | Reduce -8.4% | 9,600 | $441K |
| Castleview Partners, LLC | 0.28% | Add +2.3% | 9,431 | $433K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.5% | 9,405 | $432K |
| Virtus Wealth Solutions LLC | 0.09% | Add +1.6% | 9,323 | $428K |
| Mainstay Capital Management LLC | 0.02% | Add +63.9% | 9,030 | $414K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 8,960 | $411K |
| Beaton Management Co. Inc. | 0.20% | Add +1.1% | 8,950 | $411K |
| Betterment LLC | 0.00% | Add +9.0% | 8,957 | $411K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -82.3% | 8,772 | $403K |
| RVW Wealth, LLC | 0.03% | No change | 8,668 | $398K |
| Richmond Investment Services, LLC | 0.08% | New | 8,572 | $393K |
| Glass Jacobson Investment Advisors llc | 0.15% | Reduce -15.4% | 8,488 | $390K |
| Creative Financial Designs Inc. | 0.03% | Reduce -1.5% | 8,180 | $375K |
| International Assets Investment Management, LLC | 0.03% | Add +7.3% | 8,124 | $373K |
| Purus Wealth Management, LLC | 0.13% | Reduce -1.7% | 8,077 | $371K |
| Columbia Advisory Partners LLC | 0.28% | Reduce -1.1% | 7,998 | $367K |
| Willner & Heller, LLC | 0.31% | Reduce -11.7% | 7,973 | $366K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -1.8% | 7,737 | $355K |
| Jacobi Capital Management LLC | 0.02% | Add +7.2% | 7,103 | $326K |
| Csenge Advisory Group | 0.02% | Reduce -6.7% | 7,106 | $325K |
| Argent Trust Co | 0.01% | No change | 7,000 | $321K |
| Proactive Wealth Strategies LLC | 0.15% | Add +1.7% | 6,944 | $319K |
| Arax Advisory Partners | 0.01% | Add +24.4% | 6,941 | $319K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.9% | 6,875 | $315K |
| Balboa Wealth Partners | 0.06% | New | 6,865 | $315K |
| Winebrenner Capital Management LLC | 0.25% | Reduce -0.5% | 6,631 | $304K |
| Realta Investment Advisors | 0.12% | Reduce -3.0% | 6,405 | $294K |
| IFG Advisory, LLC | 0.01% | Reduce -16.2% | 6,254 | $287K |
| PKS Advisory Services, LLC | 0.07% | Add +7.2% | 6,093 | $280K |
| Brighton Jones LLC | 0.01% | Reduce -6.8% | 5,906 | $271K |
| Synergy Asset Management, LLC | 0.03% | Add +1.6% | 5,897 | $271K |
| Tradewinds, LLC. | 0.20% | New | 5,752 | $264K |
| Merkkuri Wealth Advisors LLC | 0.20% | Add +3.2% | 5,752 | $264K |
| GTS Securities LLC | 0.01% | New | 5,700 | $262K |
| Root Financial Partners, LLC | 0.03% | New | 5,680 | $261K |
| Advisor OS, LLC | 0.03% | Add +5.6% | 5,612 | $258K |
| Summit Wealth Partners, LLC | 0.05% | Add +3.6% | 5,591 | $257K |
| Beacon Financial Group | 0.03% | Reduce -9.1% | 5,518 | $253K |
| Southland Equity Partners LLC | 0.05% | Reduce -2.5% | 5,411 | $248K |
| Stephens Inc. | 0.00% | Add +1.6% | 5,406 | $248K |
| Perissos Private Wealth Management, LLC | 0.20% | Add +3.9% | 5,396 | $248K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.3% | 5,380 | $247K |
| Chiron Capital Management, LLC | 0.21% | Reduce -27.5% | 5,277 | $242K |
| NBT Bank, N.A. | 0.02% | Reduce -1.5% | 5,185 | $238K |
| PVG Asset Management Corp. | 0.81% | Reduce -4.3% | 5,170 | $237K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.7% | 5,118 | $235K |
| Pinion Investment Advisors, LLC | 0.08% | No change | 5,103 | $234K |
| Continuum Advisory, LLC | 0.03% | Add +17.5% | 5,044 | $231K |
| Family Legacy, Inc. | 0.07% | No change | 4,908 | $225K |
| McAdam, LLC | 0.01% | New | 4,904 | $225K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -39.7% | 4,798 | $220K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -3.5% | 4,729 | $217K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.1% | 4,642 | $213K |
| Atria Investments, Inc | 0.00% | New | 4,503 | $207K |
| Richardson Financial Services Inc. | 0.14% | Reduce -5.7% | 4,483 | $206K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 4,474 | $206K |
| Milestones Private Investment Advisors LLC | 0.15% | — | 4,477 | $205K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -24.7% | 4,394 | $202K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.8% | 4,028 | $185K |
| Lanark Financial, Inc. | 0.01% | Add +1.0% | 3,792 | $174K |
| US Bancorp \de | 0.00% | Add +0.6% | 3,687 | $169K |
| Anfield Capital Management, LLC | 0.05% | No change | 3,421 | $157K |
| Global Retirement Partners, LLC | 0.00% | — | 3,288 | $151K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 3,270 | $149K |
| Qube Research & Technologies Ltd | 0.00% | Add +111.5% | 3,251 | $149K |
| Financial Network Wealth Advisors LLC | 0.16% | Reduce -6.5% | 2,828 | $130K |
| Register Financial Advisors LLC | 0.05% | Add +1.3% | 2,660 | $122K |
| Activest Wealth Management | 0.03% | Reduce -84.8% | 2,600 | $119K |
| Consultiva Wealth Management, Corp. | 0.36% | No change | 2,573 | $118K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 2,061 | $95K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -19.9% | 1,863 | $86K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +459.9% | 1,551 | $71K |
| BNP Paribas Financial Markets | 0.00% | Add +0.5% | 1,369 | $63K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,101 | $51K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,050 | $48K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $46K |
| AdvisorNet Financial, Inc | 0.00% | New | 986 | $45K |
| GoalVest Advisory LLC | 0.01% | New | 947 | $43K |
| Sachetta, LLC | 0.01% | Add +293.4% | 771 | $35K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 700 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.3% | 666 | $31K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -14.6% | 626 | $29K |
| Asset Dedication, LLC | 0.00% | New | 600 | $28K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 545 | $25K |
| Park Square Financial Group, LLC | 0.01% | No change | 435 | $20K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +3.3% | 413 | $19K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.5% | 404 | $19K |
| Rothschild Investment LLC | 0.00% | No change | 361 | $17K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 327 | $15K |
| Alerus Financial NA | 0.00% | New | 325 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 315 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 276 | $13K |
| Rossby Financial, LCC | 0.00% | Add +1.6% | 262 | $12K |
| Blair William & Co. | 0.00% | Add +1.2% | 255 | $12K |
| Hughes Financial Services, LLC | 0.00% | No change | 240 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 225 | $10K |
| Creekmur Asset Management LLC | 0.00% | Reduce -0.5% | 221 | $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 |
| Beacon Capital Management, LLC | 0.00% | No change | 163 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 156 | $7K |
| Transce3nd, LLC | 0.00% | No change | 123 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 113 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -38.0% | 124 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Add +14.1% | 105 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 96 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -88.5% | 89 | $4K |
| Elequin Capital, LP | 0.00% | New | 79 | $4K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -75.5% | 48 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 48 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 35 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 23 | $1K |
| New Millennium Group LLC | 0.00% | No change | 16 | $734 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 12 | $542 |
| China Universal Asset Management Co., Ltd. | 0.00% | New | 10 | $459 |
"% 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.