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

0100200300400 Q1 2024: 315Q1 2024Q2 2024: 332Q2 2024Q3 2024: 322Q3 2024Q4 2024: 353Q4 2024Q1 2025: 341Q1 2025Q2 2025: 331Q2 2025Q3 2025: 316Q3 2025Q4 2025: 316Q4 2025Q1 2026: 309Q1 2026Q2 2026: 304Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions22$18.6M
Exits29$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
Wagner Wealth Management, LLC 0.55% Reduce -4.7% 51,881 $2.4M
Twin Peaks Wealth Advisors, LLC 0.80% Reduce -3.6% 51,356 $2.4M
OneAscent Wealth Management LLC 0.78% Reduce -2.3% 50,910 $2.3M
Ifrah Financial Services, Inc. 0.59% Reduce -1.1% 49,886 $2.3M
Ausdal Financial Partners, Inc. 0.11% Add +104.0% 48,675 $2.2M
Arete Wealth Advisors, LLC 0.13% Add +3.6% 44,616 $2.0M
Oppenheimer & Co. Inc. 0.02% Add +0.5% 44,136 $2.0M
Janney Montgomery Scott LLC 0.00% Reduce -28.2% 43,382 $2.0M
Key Client Fiduciary Advisors, LLC 0.66% Add +3.0% 42,973 $2.0M
Trivium Point Advisory, LLC 0.20% Reduce -3.5% 42,575 $2.0M
Valmark Advisers, Inc. 0.03% Add +4.9% 42,178 $1.9M
Coastwise Capital Group, LLC 1.32% Reduce -8.6% 41,033 $1.9M
Coppell Advisory Solutions LLC 0.20% Reduce -4.0% 40,765 $1.9M
Tower Research Capital LLC (TRC) 0.05% Reduce -78.6% 40,634 $1.9M
Captrust Financial Advisors 0.00% Add +4.4% 38,311 $1.8M
MAI Capital Management 0.01% Add +2.1% 38,220 $1.8M
Comerica Bank 0.01% Reduce -6.3% 37,981 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -22.2% 37,608 $1.7M
Prosperity Consulting Group, LLC 0.08% No change 37,558 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +16.5% 37,496 $1.7M
Legacy Wealth Managment, LLC 0.78% Add +4.5% 37,477 $1.7M
B. Riley Wealth Advisors, Inc. 0.08% Add +17.9% 36,888 $1.7M
Prelude Capital Management, LLC 0.13% New 36,640 $1.7M
Asset Allocation Strategies LLC 0.33% Reduce -14.9% 36,227 $1.7M
Clear Point Advisors Inc. 1.29% Add +0.4% 36,112 $1.7M
Murphy, Middleton, Hinkle & Parker, Inc. 0.79% Reduce -3.9% 35,397 $1.6M
Integrity Financial Corp 0.77% Reduce -50.1% 35,218 $1.6M
ShoreHaven Wealth Partners, LLC 0.58% Add +7.5% 34,257 $1.6M
Waverly Advisors, LLC 0.02% Add +1.0% 34,065 $1.6M
Equitable Holdings, Inc. 0.01% Reduce -4.0% 33,822 $1.6M
Geneos Wealth Management Inc. 0.04% Reduce -69.3% 33,610 $1.5M
Impact Partnership Wealth, LLC 0.22% Add +120.0% 32,872 $1.5M
Flow Traders U.S. LLC 0.06% New 30,527 $1.4M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -65.3% 30,146 $1.4M
Investors Research Corp 0.25% No change 29,911 $1.4M
HBW Advisory Services LLC 0.15% Add +66.1% 29,393 $1.3M
Presidio Capital Management, LLC 0.47% Reduce -6.3% 29,037 $1.3M
Quad-Cities Investment Group, LLC 0.55% Add +9.5% 28,215 $1.3M
Accel Wealth Management 0.35% Reduce -15.1% 26,284 $1.2M
Silver Oak Securities, Incorporated 0.09% Add +51.0% 25,772 $1.2M
Lion Street Advisors, LLC 0.41% New 24,531 $1.2M
Puff Wealth Management, LLC 1.77% Reduce -4.3% 25,355 $1.2M
Jones Financial Companies LLLP 0.00% Add +28.0% 24,750 $1.1M
Capital Investment Advisory Services, LLC 0.09% Add +7.5% 24,397 $1.1M
Legacy Capital Wealth Partners, LLC 0.24% Add +6.2% 24,351 $1.1M
IFP Advisors, Inc 0.03% Add +23.4% 24,230 $1.1M
NewEdge Wealth, LLC 0.02% Reduce -0.5% 23,212 $1.1M
Hilltop Holdings Inc. 0.06% Reduce -7.5% 23,204 $1.1M
TCFG Wealth Management, LLC 0.42% Reduce -0.7% 23,144 $1.1M
Plotkin Financial Advisors, LLC 0.51% Add +27.0% 22,717 $1.0M
Mutual Advisors, LLC 0.02% Add +0.8% 21,436 $979K
Planwiser Financial, LLC 0.75% New 20,582 $943K
Koshinski Asset Management, Inc. 0.07% Reduce -11.7% 20,261 $929K
Moors & Cabot, Inc. 0.04% Reduce -9.6% 20,253 $928K
KMG Fiduciary Partners, LLC 0.06% Add +9.4% 20,215 $927K
Concurrent Investment Advisors, LLC 0.02% Reduce -67.7% 19,938 $914K
Apollon Wealth Management, LLC 0.02% Add +7.1% 19,809 $908K
Bank of Montreal 0.00% Add +0.5% 19,743 $905K
Baird Financial Group, Inc. 0.00% Reduce -24.7% 19,671 $902K
Western Wealth Management, LLC 0.05% Add +12.3% 19,556 $896K
Mayflower Financial Advisors, LLC 0.11% New 19,180 $879K
Ameritas Advisory Services, LLC 0.06% Reduce -14.9% 19,120 $876K
Moloney Securities Asset Management, LLC 0.10% Reduce -56.9% 18,960 $869K
Boyce & Associates Wealth Consulting, Inc. 0.70% Add +9.9% 18,587 $852K
American Financial Advisors, LLC 0.11% Reduce -43.8% 18,372 $842K
StoneX Group Inc. 0.04% Add +6.8% 17,902 $821K
Financial Partners Group, Inc 0.10% Add +0.0% 17,533 $804K
Advisory Services Network, LLC 0.01% Add +1.3% 17,405 $798K
Curtis Advisory Group, LLC 0.18% Add +3.5% 17,395 $797K
Strategic Blueprint, LLC 0.03% Add +5.1% 17,166 $787K
Garden State Investment Advisory Services LLC 0.20% Add +23.5% 17,108 $784K
Spire Wealth Management 0.02% Add +11.7% 15,963 $732K
&partners 0.00% Reduce -1.1% 15,559 $713K
L & S Advisors Inc 0.08% Reduce -1.7% 15,334 $703K
Helium Advisors LLC 0.58% Reduce -11.6% 15,122 $693K
Independent Financial Group, LLC 0.02% Reduce -12.8% 14,719 $675K
Steward Partners Investment Advisory, LLC 0.00% Add +7.7% 14,387 $659K
WealthCare Investment Partners, LLC 0.20% Reduce -6.5% 13,719 $629K
Pine Valley Investments Ltd Liability Co 0.03% Add +3.3% 13,694 $628K
Northwest Wealth Management, LLC 0.10% Reduce -6.6% 13,459 $617K
Engineers Gate Manager LP 0.01% New 13,299 $610K
JT Stratford LLC 0.08% Reduce -4.2% 12,918 $592K
Sigma Planning Corp 0.02% Reduce -1.5% 12,666 $581K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -5.1% 12,623 $579K
Wbi Investments, LLC 0.15% Reduce -18.6% 12,595 $577K
AE Wealth Management LLC 0.00% Reduce -6.9% 12,477 $572K
WCG Wealth Advisors LLC 0.04% Add +1.6% 12,224 $560K
PFG Advisors 0.02% Add +14.2% 11,989 $550K
Mgo One Seven LLC 0.01% Reduce -17.4% 11,962 $548K
Cozad Asset Management Inc. 0.04% Add +2.0% 11,957 $548K
Synergy Asset Management, LLC 0.02% Add +100.0% 11,794 $541K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.7% 11,580 $531K
MRA Advisory Group 0.23% Reduce -11.2% 11,324 $519K
Midwest Heritage Bank, FSB 0.18% Reduce -21.8% 11,324 $519K
Wealth Watch Advisors, INC 0.21% Reduce -11.0% 11,022 $505K
Octavia Wealth Advisors, LLC 0.05% Reduce -3.8% 10,877 $499K
Private Trust Co. NA 0.04% Add +1.6% 10,716 $491K
Principal Securities, Inc. 0.01% Add +4.3% 10,599 $486K
Venture Visionary Partners LLC 0.02% No change 10,185 $467K
Fullcircle Wealth LLC 0.16% Add +0.5% 10,189 $466K
Alpha Cubed Investments, LLC 0.02% Reduce -7.5% 9,983 $458K
Kestra Private Wealth Services, LLC 0.01% Add +4.9% 9,869 $452K
Kingswood Wealth Advisors, LLC 0.03% Add +105.0% 9,838 $451K
Wedbush Securities Inc. 0.01% Reduce -7.2% 9,729 $446K
Balefire, LLC 0.09% Reduce -6.0% 9,694 $444K
Brighton Jones LLC 0.01% Add +62.6% 9,602 $440K
Global Assets Advisory, LLC 0.13% Reduce -2.1% 9,557 $438K
Morey & Quinn Wealth Partners, LLC 0.32% Reduce -4.8% 9,544 $437K
Beaton Management Co. Inc. 0.20% Add +5.6% 9,450 $433K
Virtus Wealth Solutions LLC 0.08% Add +1.1% 9,429 $432K
Capital Analysts, LLC 0.01% Reduce -6.5% 9,408 $431K
Beaumont Financial Advisors, LLC 0.03% Add +4.8% 9,393 $431K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.3% 9,240 $424K
Uptick Partners, LLC 0.11% Reduce -9.2% 8,989 $412K
RVW Wealth, LLC 0.03% No change 8,668 $397K
Richmond Investment Services, LLC 0.07% Reduce -1.4% 8,455 $388K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +8.8% 8,421 $386K
Columbia Advisory Partners LLC 0.26% Add +3.0% 8,242 $378K
Millennium Management 0.00% New 8,151 $374K
International Assets Investment Management, LLC 0.03% No change 8,124 $373K
Willner & Heller, LLC 0.29% Add +1.6% 8,103 $371K
Balboa Wealth Partners 0.06% Add +11.3% 7,643 $350K
Purus Wealth Management, LLC 0.11% Reduce -5.6% 7,627 $350K
Wealthfront Advisers LLC 0.00% Reduce -34.3% 7,360 $337K
CreativeOne Wealth, LLC 0.01% Add +4.5% 7,186 $329K
Jacobi Capital Management LLC 0.02% Add +1.1% 7,182 $329K
Proactive Wealth Strategies LLC 0.14% Add +1.6% 7,056 $323K
Argent Trust Co 0.01% No change 7,000 $321K
Glass Jacobson Investment Advisors llc 0.11% Reduce -19.1% 6,870 $315K
Betterment LLC 0.00% Reduce -25.8% 6,649 $305K
Winebrenner Capital Management LLC 0.22% Reduce -0.2% 6,620 $303K
PKS Advisory Services, LLC 0.07% Add +6.3% 6,480 $297K
Realta Investment Advisors 0.10% Add +0.8% 6,454 $296K
IVC Wealth Advisors LLC 0.13% Reduce -33.7% 6,362 $292K
HRT Financial LP 0.00% Reduce -61.4% 6,335 $290K
IFG Advisory, LLC 0.01% Reduce -0.6% 6,217 $285K
PVG Asset Management Corp. 1.02% Add +16.6% 6,030 $276K
Sheets Smith Investment Management 0.18% New 6,030 $276K
Merkkuri Wealth Advisors LLC 0.20% Add +2.5% 5,898 $270K
Zacks Investment Management 0.00% New 5,874 $269K
McAdam, LLC 0.01% Add +18.2% 5,797 $266K
Advisor OS, LLC 0.02% Add +1.5% 5,698 $261K
Castleview Partners, LLC 0.14% Reduce -40.5% 5,612 $257K
Summit Wealth Partners, LLC 0.05% No change 5,591 $256K
Perissos Private Wealth Management, LLC 0.18% Add +0.0% 5,398 $247K
Southland Equity Partners LLC 0.05% Reduce -0.7% 5,372 $246K
Stephens Inc. 0.00% Reduce -2.5% 5,273 $242K
Ameriprise Financial Inc. 0.00% New 5,244 $240K
Icon Wealth Advisors, LLC 0.02% Add +1.6% 5,202 $238K
Sunbelt Securities, Inc. 0.02% Add +178.3% 5,185 $238K
NBT Bank, N.A. 0.02% Reduce -99.1% 46 $238K
Pinion Investment Advisors, LLC 0.06% No change 5,103 $233K
Inspirion Wealth Advisors, LLC 0.03% New 5,058 $232K
Family Legacy, Inc. 0.07% Reduce -0.4% 4,887 $224K
IHT Wealth Management, LLC 0.01% Add +0.4% 4,661 $214K
Virtue Capital Management, LLC 0.03% Reduce -96.8% 17,704 $212K
First Heartland Consultants, Inc. 0.02% Reduce -47.4% 4,611 $211K
Richardson Financial Services Inc. 0.13% No change 4,483 $205K
Chiron Capital Management, LLC 0.18% Reduce -15.2% 4,477 $205K
Milestones Private Investment Advisors LLC 0.14% No change 4,477 $205K
US Bancorp \de 0.00% Add +20.5% 4,444 $204K
Berger Financial Group, Inc 0.01% New 4,380 $201K
Lanark Financial, Inc. 0.01% Add +0.9% 3,827 $175K
Anfield Capital Management, LLC 0.05% No change 3,421 $157K
LFA - Lugano Financial Advisors SA 0.08% No change 3,270 $149K
CX Institutional 0.00% New 3,261 $149K
BNP Paribas Financial Markets 0.00% Add +134.1% 3,205 $147K
Global Retirement Partners, LLC 0.00% Reduce -8.1% 3,023 $139K
Annis Gardner Whiting Capital Advisors, LLC 0.03% New 2,980 $137K
National Bank of Canada 0.00% New 2,784 $128K
Register Financial Advisors LLC 0.05% Add +1.4% 2,696 $124K
Creative Financial Designs Inc. 0.01% Reduce -67.8% 2,637 $121K
Activest Wealth Management 0.02% No change 2,600 $119K
Qube Research & Technologies Ltd 0.00% Reduce -28.1% 2,339 $107K
Centaurus Financial, Inc. 0.00% Reduce -43.7% 2,267 $104K
Consultiva Wealth Management, Corp. 0.28% Reduce -15.6% 2,173 $100K
Montag A & Associates Inc. 0.00% New 2,071 $95K
MPWM Advisory Solutions, LLC 0.06% Reduce -1.0% 2,041 $94K
Financial Network Wealth Advisors LLC 0.07% Reduce -53.4% 1,318 $60K
CoreCap Advisors, LLC 0.00% Reduce -0.3% 1,098 $50K
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% No change 986 $45K
GoalVest Advisory LLC 0.01% No change 947 $43K
Barclays PLC 0.00% New 882 $40K
Sachetta, LLC 0.01% Add +0.3% 773 $35K
Farther Finance Advisors, LLC 0.00% Add +7.2% 714 $33K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 700 $32K
Financial Gravity Asset Management, Inc. 0.01% — 630 $29K
Larson Financial Group LLC 0.00% No change 600 $28K
Bartlett & Co. Wealth Management LLC 0.00% No change 545 $25K
Aptus Capital Advisors, LLC 0.00% Reduce -95.3% 468 $21K
Rothschild Investment LLC 0.00% No change 361 $17K
Abich Financial Wealth Management LLC 0.01% — 346 $16K
Pinnacle Bancorp, Inc. 0.00% No change 327 $15K
Medallion Wealth Advisors, LLC 0.01% No change 315 $14K
Millstone Evans Group, LLC 0.01% No change 276 $13K
Rossby Financial, LCC 0.00% Add +1.9% 267 $12K
Blair William & Co. 0.00% Add +1.6% 259 $12K
SBI Securities Co., Ltd. 0.00% Reduce -59.3% 255 $12K
Hughes Financial Services, LLC 0.00% No change 240 $11K
Golden State Wealth Management, LLC 0.00% No change 225 $10K
IMG Wealth Management, Inc. 0.01% No change 201 $9K
Reyes Financial Architecture, Inc. 0.01% No change 200 $9K
Tsfg, LLC 0.00% New 135 $6K
Founders Financial Alliance, LLC 0.00% Add +19.1% 125 $6K
Pacifica Partners Inc. 0.00% No change 96 $4K
DHJJ Financial Advisors, Ltd. 0.00% Add +1.1% 90 $4K
Tucker Asset Management LLC 0.00% Reduce -44.2% 87 $4K
Elequin Capital, LP 0.00% No change 79 $4K
Caitlin John, LLC 0.00% New 69 $3K
Darwin Wealth Management, LLC 0.00% No change 48 $2K
AllSquare Wealth Management LLC 0.00% No change 48 $2K
New Millennium Group LLC 0.00% No change 16 $733
Quest 10 Wealth Builders, Inc. 0.00% No change 12 $541
Creekmur Asset Management LLC 0.00% Reduce -98.2% 4 $186

"% 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.