First Trust Senior Loan ETFFTSLETF
13F holders, Q4 2025 (December 31)316holders
20new positions
25sold out
2famous investors
$45.89avg. 13F price*
At the end of Q4 2025, 316 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings, unchanged from Q3 2025. 20 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($193.9M), LPL Financial LLC ($91.3M) and Wells Fargo & Company ($83.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $38.6M |
| Exits | 25 | $44.3M |
All 13F filers, Q3 2025 → Q4 2025: 3,174,233 shares bought and 3,260,639 shares sold, net −86,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 316 holders
| Morgan Stanley | 0.01% | Reduce -7.3% | 4,226,966 | $193.9M |
| LPL Financial LLC | 0.03% | Reduce -2.3% | 1,990,621 | $91.3M |
| Wells Fargo & Company | 0.02% | Reduce -6.3% | 1,829,680 | $83.9M |
| Bank of America Corp. | 0.01% | Reduce -4.3% | 1,743,492 | $80.0M |
| Royal Bank of Canada | 0.01% | Add +1.6% | 1,550,685 | $71.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.7% | 1,395,776 | $64.0M |
| One Capital Management, LLC | 1.75% | Add +11.3% | 1,263,061 | $57.9M |
| First Trust Advisors LP | 0.04% | Reduce -4.5% | 1,101,459 | $50.5M |
| UBS Group AG | 0.01% | Add +4.1% | 815,183 | $37.4M |
| Flaharty Asset Management, LLC | 4.49% | Add +3.4% | 783,751 | $36.0M |
| Welch & Forbes LLC | 0.39% | Add +2.8% | 696,962 | $32.0M |
| Virtue Capital Management, LLC | 4.87% | Add +3790.6% | 688,784 | $31.6M |
| Focus Partners Wealth | 0.03% | New | 650,182 | $29.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 612,700 | $28.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -2.6% | 578,982 | $26.6M |
| Hikari Tsushin, Inc. | 1.70% | No change | 570,196 | $26.2M |
| TL Private Wealth | 9.48% | Add +3.6% | 534,764 | $24.6M |
| Capital Investment Counsel, LLC | 2.86% | Add +9.1% | 448,171 | $20.6M |
| Cetera Investment Advisers | 0.02% | Add +32.9% | 437,181 | $20.1M |
| Cyndeo Wealth Partners, LLC | 1.00% | Add +3.2% | 403,906 | $18.5M |
| Stifel Financial Corp. | 0.02% | Reduce -8.7% | 394,355 | $18.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.3% | 327,713 | $15.0M |
| Harbor Advisory Corp. | 4.53% | Add +5.6% | 326,213 | $15.0M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +1473.8% | 313,785 | $14.4M |
| JPMorgan Chase & Co. | 0.00% | Add +97.2% | 313,750 | $14.4M |
| Cwm, LLC | 0.04% | Add +8.0% | 312,161 | $14.3M |
| Fairvoy Private Wealth, LLC | 3.18% | Add +0.3% | 309,472 | $14.2M |
| NewEdge Advisors, LLC | 0.05% | Add +5.4% | 307,637 | $14.1M |
| Private Advisor Group, LLC | 0.06% | Add +24.0% | 271,259 | $12.4M |
| CNO Financial Group, Inc. | 6.55% | Add +65.8% | 252,000 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.5% | 244,320 | $11.2M |
| Ocean Park Asset Management, LLC | 0.50% | No change | 231,800 | $10.6M |
| Clear Creek Financial Management, LLC | 0.79% | Add +2.1% | 211,871 | $9.7M |
| Exchange Traded Concepts, LLC | 0.08% | Add +5.7% | 198,306 | $9.1M |
| Nilsine Partners, LLC | 0.77% | Add +6.3% | 193,804 | $8.9M |
| RiverTree Advisors, LLC | 5.30% | Reduce -1.8% | 181,110 | $8.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Add +3.4% | 178,471 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 174,200 | $8.0M |
| DAVENPORT & Co LLC | 0.04% | Add +12.5% | 169,784 | $7.8M |
| Blackhawk Capital Partners, LLC | 2.81% | Add +45.2% | 163,210 | $7.5M |
| CacheTech Inc. | 1.37% | Add +8.4% | 161,723 | $7.4M |
| RPg Family Wealth Advisory, LLC | 1.61% | Reduce -0.9% | 160,036 | $7.3M |
| Nations Financial Group Inc, /Ia/ | 0.39% | Add +8.4% | 159,889 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.2% | 157,634 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +10.2% | 156,649 | $7.2M |
| Lake Street Private Wealth, LLC | 0.88% | Add +3.0% | 155,424 | $7.1M |
| Jane Street Group, LLC | 0.01% | Add +9.9% | 155,368 | $7.1M |
| Chicago Partners Investment Group LLC | 0.16% | Reduce -7.4% | 138,333 | $6.3M |
| Mission Hills Financial Advisory, LLC | 3.26% | Add +2.0% | 134,381 | $6.2M |
| Harbour Investments, Inc. | 0.13% | Add +3.8% | 134,324 | $6.2M |
| Fairway Financial, LLC | 4.49% | Add +5.4% | 129,631 | $5.9M |
| Adams Wealth Management | 1.24% | Reduce -12.1% | 126,980 | $5.8M |
| Asset Allocation & Management Company, LLC | 2.34% | No change | 126,840 | $5.8M |
| Petix & Botte Co | 1.29% | Add +17.6% | 124,115 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Add +30.2% | 122,646 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.7% | 117,698 | $5.4M |
| Prospera Financial Services Inc | 0.09% | Add +1.9% | 117,515 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Reduce -6.1% | 116,864 | $5.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.5% | 115,367 | $5.3M |
| Little Harbor Advisors, LLC | 2.68% | Reduce -9.1% | 113,261 | $5.2M |
| Brookstone Capital Management | 0.06% | Reduce -3.0% | 109,376 | $5.0M |
| TrueWealth Advisors, LLC | 1.15% | Reduce -32.5% | 96,959 | $4.4M |
| Kovack Advisors, Inc. | 0.21% | Add +7.6% | 96,182 | $4.4M |
| Sacks & Associates, LLC | 3.19% | — | 94,523 | $4.3M |
| WMS Group LLC | 5.31% | — | 90,985 | $4.2M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -3.4% | 90,816 | $4.2M |
| PCG Wealth Advisors, LLC | 1.12% | Add +3.3% | 86,282 | $4.0M |
| Aurora Private Wealth, Inc. | 2.57% | — | 85,271 | $3.9M |
| Trustmark Bank Trust Department | 0.25% | No change | 85,000 | $3.9M |
| New England Private Wealth Advisors LLC | 0.49% | Add +1.6% | 84,948 | $3.9M |
| Harvest Investment Services, LLC | 0.73% | Reduce -2.6% | 84,177 | $3.9M |
| Thryve Wealth Management LLC | 1.90% | — | 83,523 | $3.8M |
| Fifth Third Securities, Inc. | 0.25% | Add +6.8% | 83,510 | $3.8M |
| Huntleigh Advisors, Inc. | 0.65% | Add +16.1% | 83,487 | $3.8M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -15.6% | 81,350 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.7% | 77,884 | $3.6M |
| Colorado Capital Management, Inc. | 1.33% | Add +1.1% | 77,490 | $3.6M |
| Snowden Capital Advisors LLC | 0.09% | Add +13.3% | 76,540 | $3.5M |
| Oder Investment Management, LLC | 2.54% | Reduce -6.0% | 76,373 | $3.5M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -0.0% | 75,023 | $3.4M |
| Aspen Investment Management Inc | 1.03% | Reduce -11.2% | 74,346 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +23.6% | 68,946 | $3.2M |
| Private Advisory Group LLC | 0.25% | Add +5.7% | 68,851 | $3.2M |
| Flagstar Securities, Inc. | 1.01% | Add +0.9% | 65,666 | $3.0M |
| Trinity Legacy Partners, LLC | 0.68% | Reduce -6.8% | 64,862 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -28.0% | 63,892 | $2.9M |
| Mariner, LLC | 0.00% | Add +15.0% | 63,766 | $2.9M |
| &partners | 0.01% | Add +295.8% | 61,576 | $2.8M |
| SageView Advisory Group, LLC | 0.09% | Reduce -2.0% | 60,498 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | New | 60,455 | $2.8M |
| Integrated Advisors Network LLC | 0.12% | Reduce -13.2% | 60,320 | $2.8M |
| Key Client Fiduciary Advisors, LLC | 0.91% | Add +32.7% | 57,015 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -51.9% | 56,808 | $2.6M |
| RFG Advisory, LLC | 0.05% | Reduce -4.1% | 56,226 | $2.6M |
| True Blue Financial, LLC | 2.10% | — | 55,358 | $2.5M |
| TrueWealth Financial Partners | 2.10% | New | 55,358 | $2.5M |
| Sowell Financial Services LLC | 0.09% | Reduce -3.4% | 55,217 | $2.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -1.9% | 54,176 | $2.5M |
| First Financial Group Corp | 2.11% | Add +1.8% | 54,038 | $2.5M |
| OneAscent Wealth Management LLC | 0.81% | Add +4.5% | 53,205 | $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.