First Trust Senior Loan ETFFTSLETF
13F holders, Q3 2025 (September 30)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 |
| 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.