First Trust Senior Loan ETFFTSLETF
13F holders, Q3 2025 (September 30)316holders −15
22new positions
29sold out
3famous investors
$45.83avg. 13F price*
At the end of Q3 2025, 316 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings, down 15 from Q2 2025. 22 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($209.1M), LPL Financial LLC ($93.4M) and Wells Fargo & Company ($89.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First Trust Senior Loan ETF
- CUSIP
- 33738D309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $18.6M |
| Exits | 29 | $12.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,645,113 shares bought and 2,078,009 shares sold, net −432,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 316 holders
| Morgan Stanley | 0.01% | Reduce -2.4% | 4,562,450 | $209.1M |
| LPL Financial LLC | 0.03% | Reduce -0.7% | 2,037,185 | $93.4M |
| Wells Fargo & Company | 0.02% | Add +1.1% | 1,952,241 | $89.5M |
| Bank of America Corp. | 0.01% | Reduce -2.8% | 1,822,232 | $83.5M |
| Raymond James Financial Inc. | 0.02% | Add +4.0% | 1,563,161 | $71.7M |
| Royal Bank of Canada | 0.01% | Add +2.2% | 1,525,627 | $69.9M |
| First Trust Advisors LP | 0.04% | Reduce -3.9% | 1,153,692 | $52.9M |
| One Capital Management, LLC | 1.66% | Reduce -0.1% | 1,134,920 | $52.0M |
| UBS Group AG | 0.01% | Add +0.6% | 783,248 | $35.9M |
| Flaharty Asset Management, LLC | 4.42% | Add +3.3% | 758,344 | $34.8M |
| Welch & Forbes LLC | 0.37% | Reduce -0.6% | 678,209 | $31.1M |
| NorthCoast Asset Management LLC | 0.12% | Add +0.0% | 655,855 | $30.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.4% | 620,563 | $28.4M |
| Osaic Holdings, Inc. | 0.04% | Add +8.5% | 594,722 | $27.3M |
| Hikari Tsushin, Inc. | 1.76% | No change | 570,196 | $26.1M |
| TL Private Wealth | 9.47% | Add +13.1% | 516,243 | $23.6M |
| Stifel Financial Corp. | 0.02% | Reduce -6.2% | 431,917 | $19.8M |
| Capital Investment Counsel, LLC | 2.77% | Add +15.2% | 410,767 | $18.8M |
| Cyndeo Wealth Partners, LLC | 1.00% | Reduce -0.2% | 391,483 | $17.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.7% | 332,047 | $15.2M |
| Cetera Investment Advisers | 0.02% | Reduce -12.6% | 329,012 | $15.1M |
| Renaissance Technologies | 0.02% | Add +4.9% | 321,430 | $14.7M |
| Harbor Advisory Corp. | 4.19% | Add +2.9% | 308,963 | $14.2M |
| Fairvoy Private Wealth, LLC | 3.22% | Reduce -6.7% | 308,419 | $14.1M |
| NewEdge Advisors, LLC | 0.06% | Add +2.7% | 291,788 | $13.4M |
| Cwm, LLC | 0.04% | Reduce -0.4% | 288,984 | $13.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -10.6% | 238,456 | $10.9M |
| Ocean Park Asset Management, LLC | 0.44% | Reduce -21.9% | 231,800 | $10.6M |
| Integrated Wealth Concepts LLC | 0.09% | Add +4.2% | 228,459 | $10.5M |
| Private Advisor Group, LLC | 0.05% | Add +16.9% | 218,779 | $10.0M |
| Clear Creek Financial Management, LLC | 0.82% | Add +25.5% | 207,494 | $9.5M |
| Exchange Traded Concepts, LLC | 0.08% | Add +36.9% | 187,564 | $8.6M |
| RiverTree Advisors, LLC | 5.42% | Add +0.8% | 184,436 | $8.5M |
| Nilsine Partners, LLC | 0.75% | Add +5.3% | 182,263 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.0% | 179,625 | $8.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Add +10.5% | 172,645 | $7.9M |
| RPg Family Wealth Advisory, LLC | 1.62% | Reduce -0.6% | 161,562 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 159,088 | $7.3M |
| Old Mission Capital LLC | 0.25% | Add +59.7% | 154,050 | $7.1M |
| CNO Financial Group, Inc. | 4.63% | No change | 152,000 | $7.0M |
| Lake Street Private Wealth, LLC | 0.90% | Add +2.0% | 150,888 | $6.9M |
| DAVENPORT & Co LLC | 0.04% | Add +10.0% | 150,873 | $6.9M |
| Chicago Partners Investment Group LLC | 0.18% | Reduce -0.9% | 149,458 | $6.8M |
| CacheTech Inc. | 1.38% | Add +1.6% | 149,169 | $6.8M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +11.6% | 147,495 | $6.8M |
| Adams Wealth Management | 1.42% | Reduce -1.6% | 144,469 | $6.6M |
| TrueWealth Advisors, LLC | 1.78% | Add +3.9% | 143,755 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +1.7% | 142,198 | $6.5M |
| Jane Street Group, LLC | 0.01% | Reduce -57.3% | 141,381 | $6.5M |
| Mission Hills Financial Advisory, LLC | 3.21% | Reduce -0.0% | 131,789 | $6.0M |
| Harbour Investments, Inc. | 0.13% | Add +7.6% | 129,427 | $5.9M |
| Asset Allocation & Management Company, LLC | 2.47% | No change | 126,840 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +654.2% | 125,927 | $5.8M |
| Little Harbor Advisors, LLC | 2.85% | Reduce -17.6% | 124,536 | $5.7M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +36.0% | 124,401 | $5.7M |
| Fairway Financial, LLC | 4.44% | Add +3.6% | 122,956 | $5.6M |
| Citadel Advisors | 0.00% | Add +12.7% | 118,162 | $5.4M |
| Prospera Financial Services Inc | 0.09% | Add +0.2% | 115,287 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +18.4% | 113,544 | $5.2M |
| Brookstone Capital Management | 0.06% | Reduce -20.8% | 112,735 | $5.2M |
| Blackhawk Capital Partners, LLC | 2.01% | Add +21.3% | 112,427 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +10.3% | 106,286 | $4.9M |
| Petix & Botte Co | 1.12% | Add +14.3% | 105,541 | $4.8M |
| Exencial Wealth Advisors, LLC | 0.14% | Reduce -0.9% | 96,397 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 94,169 | $4.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -1.4% | 94,049 | $4.3M |
| Assetmark, Inc. | 0.01% | Add +114.7% | 93,582 | $4.3M |
| Bison Wealth, LLC | 0.38% | Reduce -3.7% | 90,542 | $4.2M |
| Kovack Advisors, Inc. | 0.39% | Reduce -2.8% | 89,368 | $4.1M |
| D.A. Davidson & Co. | 0.03% | Add +0.9% | 88,704 | $4.1M |
| Harvest Investment Services, LLC | 0.80% | Add +2.6% | 86,421 | $4.0M |
| Trustmark Bank Trust Department | 0.25% | No change | 85,000 | $3.9M |
| Aspen Investment Management Inc | 1.48% | Reduce -0.5% | 83,755 | $3.8M |
| New England Private Wealth Advisors LLC | 0.51% | New | 83,619 | $3.8M |
| PCG Wealth Advisors, LLC | 1.12% | Add +94.2% | 83,499 | $3.8M |
| Oder Investment Management, LLC | 2.68% | Add +3.9% | 81,287 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.4% | 79,245 | $3.6M |
| Fifth Third Securities, Inc. | 0.24% | Add +5.4% | 78,225 | $3.6M |
| Andina Capital Management, LLC | 1.99% | New | 76,882 | $3.5M |
| Colorado Capital Management, Inc. | 1.36% | Add +4.2% | 76,640 | $3.5M |
| Kingsview Wealth Management, LLC | 0.05% | Add +14.2% | 75,034 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -4.5% | 72,561 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +5.1% | 72,337 | $3.3M |
| Strive Asset Management, LLC | 1.79% | Add +4.6% | 71,996 | $3.3M |
| Huntleigh Advisors, Inc. | 0.56% | Add +2.2% | 71,887 | $3.3M |
| Trinity Legacy Partners, LLC | 0.73% | Reduce -7.6% | 69,578 | $3.2M |
| Integrated Advisors Network LLC | 0.13% | Add +0.4% | 69,505 | $3.2M |
| Snowden Capital Advisors LLC | 0.09% | Add +18.7% | 67,558 | $3.1M |
| Private Advisory Group LLC | 0.26% | Add +6.9% | 65,150 | $3.0M |
| Flagstar Securities, Inc. | 0.91% | Reduce -1.8% | 65,061 | $3.0M |
| SageView Advisory Group, LLC | 0.10% | Reduce -1.9% | 61,741 | $2.8M |
| RFG Advisory, LLC | 0.06% | Reduce -8.8% | 58,648 | $2.7M |
| Endowment Wealth Management, Inc. | 1.21% | Add +25.9% | 58,386 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Reduce -4.0% | 57,143 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +11.6% | 55,806 | $2.6M |
| Mariner, LLC | 0.00% | Add +263.9% | 55,469 | $2.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -15.8% | 55,237 | $2.5M |
| Bullseye Investment Management, LLC | 1.61% | No change | 55,148 | $2.5M |
| Algorithmic Investment Models, LLC | 1.63% | New | 53,583 | $2.5M |
| First Financial Group Corp | 2.11% | Add +4.2% | 53,074 | $2.4M |
"% 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.