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 |
| Ifrah Financial Services, Inc. | 0.61% | Add +3.1% | 51,412 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Add +16.3% | 49,052 | $2.3M |
| Twin Peaks Wealth Advisors, LLC | 0.65% | Reduce -4.5% | 49,056 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -0.3% | 48,512 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -85.0% | 48,105 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Add +34.4% | 45,782 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +3.6% | 45,736 | $2.1M |
| Arete Wealth Advisors, LLC | 0.14% | Reduce -0.8% | 44,263 | $2.0M |
| Wagner Wealth Management, LLC | 0.41% | Reduce -19.4% | 41,815 | $1.9M |
| Comerica Bank | 0.01% | Add +9.3% | 41,516 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -43.3% | 41,017 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +0.6% | 40,887 | $1.9M |
| Trivium Point Advisory, LLC | 0.19% | Reduce -4.3% | 40,739 | $1.9M |
| MAI Capital Management | 0.01% | Add +2.6% | 39,224 | $1.8M |
| Presidio Capital Management, LLC | 0.54% | Add +35.0% | 39,200 | $1.8M |
| Coppell Advisory Solutions LLC | 0.18% | Reduce -4.2% | 39,043 | $1.8M |
| Coastwise Capital Group, LLC | 0.92% | Reduce -5.5% | 38,763 | $1.8M |
| Impact Partnership Wealth, LLC | 0.22% | Add +11.4% | 36,612 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -5.0% | 36,409 | $1.7M |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -4.1% | 36,033 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.1% | 35,702 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -4.8% | 35,110 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.57% | Add +1.0% | 34,598 | $1.6M |
| Yanni & Associates Investment Advisors, LLC | 1.56% | — | 34,058 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +941.0% | 33,363 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -1.3% | 33,167 | $1.5M |
| Integrity Financial Corp | 0.76% | Reduce -6.7% | 32,875 | $1.5M |
| Legacy Wealth Managment, LLC | 0.70% | Reduce -15.6% | 31,625 | $1.5M |
| Endowment Wealth Management, Inc. | 0.67% | Reduce -45.9% | 31,589 | $1.4M |
| Asset Allocation Strategies LLC | 0.27% | Reduce -13.8% | 31,223 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.59% | Add +10.0% | 31,031 | $1.4M |
| HBW Advisory Services LLC | 0.15% | Add +5.5% | 31,012 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +114.5% | 30,858 | $1.4M |
| Investors Research Corp | 0.25% | Reduce -1.2% | 29,539 | $1.4M |
| Clear Point Advisors Inc. | 1.02% | Reduce -20.8% | 28,608 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +12.9% | 27,945 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -37.1% | 27,304 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -29.7% | 26,355 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +10.7% | 25,690 | $1.2M |
| Plotkin Financial Advisors, LLC | 0.57% | Add +12.9% | 25,640 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -24.7% | 25,467 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.25% | Add +4.6% | 25,462 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +1.6% | 24,783 | $1.1M |
| IFP Advisors, Inc | 0.03% | Add +1.4% | 24,573 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -66.1% | 24,613 | $1.1M |
| Puff Wealth Management, LLC | 1.40% | Reduce -6.9% | 23,611 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -9.3% | 23,371 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Add +88.8% | 23,076 | $1.1M |
| TCFG Wealth Management, LLC | 0.41% | Reduce -1.0% | 22,917 | $1.1M |
| Garden State Investment Advisory Services LLC | 0.25% | Add +33.8% | 22,887 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.5% | 22,622 | $1.0M |
| Accel Wealth Management | 0.28% | Reduce -14.9% | 22,359 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +3002.7% | 22,153 | $1.0M |
| Financial Partners Group, Inc | 0.11% | Add +24.6% | 21,843 | $992K |
| Bank of Montreal | 0.00% | Add +8.3% | 21,372 | $981K |
| Assetmark, Inc. | 0.00% | Reduce -77.7% | 20,870 | $958K |
| Sandro Wealth Management LLC | 0.78% | — | 20,634 | $947K |
| Wedbush Securities Inc. | 0.03% | Add +109.7% | 20,404 | $936K |
| Mercer Global Advisors Inc. | 0.00% | New | 20,128 | $923K |
| Western Wealth Management, LLC | 0.04% | Add +0.8% | 19,708 | $904K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -3.0% | 19,649 | $902K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.7% | 19,273 | $884K |
| Andina Capital Management, LLC | 0.53% | Reduce -75.1% | 19,125 | $877K |
| Boyce & Associates Wealth Consulting, Inc. | 0.72% | Add +0.2% | 18,629 | $855K |
| Perryman Financial Advisory Inc. | 0.13% | — | 18,579 | $852K |
| Strategic Blueprint, LLC | 0.05% | Add +1.5% | 17,428 | $800K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -9.3% | 17,402 | $798K |
| Curtis Advisory Group, LLC | 0.16% | Reduce -2.4% | 16,981 | $779K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -43.7% | 16,960 | $778K |
| StoneX Group Inc. | 0.03% | Reduce -5.3% | 16,954 | $778K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.7% | 16,588 | $761K |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.6% | 15,626 | $717K |
| Spire Wealth Management | 0.02% | Reduce -2.2% | 15,618 | $717K |
| L & S Advisors Inc | 0.07% | Add +0.3% | 15,375 | $705K |
| Helium Advisors LLC | 0.71% | Add +1.6% | 15,360 | $705K |
| Mutual Advisors, LLC | 0.01% | Reduce -28.8% | 15,254 | $700K |
| TD Waterhouse Canada Inc. | 0.00% | New | 14,801 | $679K |
| Arax Advisory Partners | 0.02% | New | 13,889 | $637K |
| Bison Wealth, LLC | 0.07% | Reduce -84.5% | 14,007 | $628K |
| Old Mission Capital LLC | 0.02% | Reduce -91.2% | 13,489 | $619K |
| WealthCare Investment Partners, LLC | 0.18% | Reduce -2.9% | 13,315 | $611K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -30.8% | 13,229 | $607K |
| American Financial Advisors, LLC | 0.08% | Reduce -28.7% | 13,106 | $601K |
| Mgo One Seven LLC | 0.01% | Add +9.2% | 13,067 | $600K |
| Moors & Cabot, Inc. | 0.03% | Reduce -35.6% | 13,045 | $599K |
| JT Stratford LLC | 0.08% | No change | 12,918 | $593K |
| Global Retirement Partners, LLC | 0.01% | Add +322.1% | 12,760 | $585K |
| Principal Securities, Inc. | 0.01% | Add +18.9% | 12,600 | $578K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.1% | 12,515 | $574K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -7.1% | 12,505 | $574K |
| Wealth Watch Advisors, INC | 0.21% | Add +13.2% | 12,478 | $572K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -1.9% | 12,378 | $568K |
| AE Wealth Management LLC | 0.00% | Reduce -1.1% | 12,335 | $566K |
| Wealthfront Advisers LLC | 0.00% | Add +66.0% | 12,215 | $560K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -12.3% | 12,007 | $551K |
| Cozad Asset Management Inc. | 0.04% | Add +0.2% | 11,976 | $549K |
| Sigma Planning Corp | 0.02% | Reduce -5.5% | 11,966 | $549K |
| Blueline Advisors LLC | 0.44% | — | 11,878 | $545K |
| Independent Financial Group, LLC | 0.01% | Reduce -21.2% | 11,597 | $532K |
| MRA Advisory Group | 0.22% | Add +0.4% | 11,367 | $522K |
| Balboa Wealth Partners | 0.08% | Add +45.0% | 11,084 | $509K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -0.5% | 10,827 | $497K |
| Private Trust Co. NA | 0.04% | Reduce -0.2% | 10,694 | $491K |
| Pinnacle Associates Ltd. | 0.01% | New | 10,575 | $485K |
| Venture Visionary Partners LLC | 0.02% | No change | 10,185 | $467K |
| Alpha Cubed Investments, LLC | 0.02% | Add +1.6% | 10,148 | $466K |
| Midwest Heritage Bank, FSB | 0.16% | Reduce -11.3% | 10,045 | $461K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 9,933 | $456K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -95.7% | 9,872 | $453K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 9,810 | $450K |
| Wbi Investments, LLC | 0.12% | Reduce -22.8% | 9,730 | $446K |
| Capital Analysts, LLC | 0.01% | Add +3.3% | 9,722 | $446K |
| Virtus Wealth Solutions LLC | 0.08% | Add +1.5% | 9,567 | $439K |
| Beaton Management Co. Inc. | 0.19% | No change | 9,450 | $434K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.3% | 9,267 | $425K |
| Morey & Quinn Wealth Partners, LLC | 0.31% | Reduce -2.9% | 9,267 | $425K |
| Ameriprise Financial Inc. | 0.00% | Add +72.6% | 9,052 | $415K |
| Global Assets Advisory, LLC | 0.11% | Reduce -8.4% | 8,754 | $402K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +3.4% | 8,704 | $399K |
| Balefire, LLC | 0.08% | Reduce -10.4% | 8,689 | $399K |
| RVW Wealth, LLC | 0.03% | No change | 8,668 | $398K |
| Advisor OS, LLC | 0.03% | Add +51.0% | 8,605 | $395K |
| Betterment LLC | 0.00% | Add +21.4% | 8,072 | $370K |
| PKS Advisory Services, LLC | 0.08% | Add +15.7% | 7,497 | $344K |
| Jacobi Capital Management LLC | 0.02% | Add +1.0% | 7,257 | $333K |
| Richmond Investment Services, LLC | 0.06% | Reduce -14.8% | 7,201 | $330K |
| Purus Wealth Management, LLC | 0.10% | Reduce -6.4% | 7,141 | $328K |
| Uptick Partners, LLC | 0.07% | Reduce -20.6% | 7,135 | $327K |
| Argent Trust Co | 0.01% | No change | 7,000 | $321K |
| Proactive Wealth Strategies LLC | 0.13% | Reduce -1.3% | 6,967 | $320K |
| International Assets Investment Management, LLC | 0.02% | Reduce -14.3% | 6,966 | $320K |
| Columbia Advisory Partners LLC | 0.21% | Reduce -20.1% | 6,584 | $302K |
| Zacks Investment Management | 0.00% | Add +7.6% | 6,322 | $290K |
| Castleview Partners, LLC | 0.14% | Add +10.7% | 6,214 | $285K |
| Rhodes Investment Advisors Inc. | 0.23% | — | 6,150 | $282K |
| PVG Asset Management Corp. | 0.59% | No change | 6,030 | $277K |
| IVC Wealth Advisors LLC | 0.12% | Reduce -6.8% | 5,926 | $272K |
| Winebrenner Capital Management LLC | 0.18% | Reduce -11.6% | 5,855 | $269K |
| Perissos Private Wealth Management, LLC | 0.22% | Add +3.7% | 5,600 | $257K |
| Summit Wealth Partners, LLC | 0.05% | No change | 5,591 | $257K |
| Glass Jacobson Investment Advisors llc | 0.09% | Reduce -20.3% | 5,479 | $251K |
| Wagner Wealth Management, Corp | 0.24% | — | 5,361 | $246K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.6% | 5,284 | $242K |
| IFG Advisory, LLC | 0.01% | Reduce -15.8% | 5,238 | $240K |
| NBT Bank, N.A. | 0.02% | No change | 46 | $237K |
| McAdam, LLC | 0.01% | Reduce -11.1% | 5,156 | $237K |
| Southland Equity Partners LLC | 0.05% | Reduce -4.1% | 5,150 | $236K |
| Stephens Inc. | 0.00% | Reduce -2.5% | 5,143 | $236K |
| Berger Financial Group, Inc | 0.01% | Add +13.2% | 4,959 | $228K |
| National Bank of Canada | 0.00% | Add +77.0% | 4,928 | $226K |
| Family Legacy, Inc. | 0.07% | No change | 4,887 | $224K |
| Keel Point, LLC | 0.01% | New | 4,692 | $215K |
| IHT Wealth Management, LLC | 0.01% | Add +0.4% | 4,679 | $215K |
| Milestones Private Investment Advisors LLC | 0.14% | Add +1.3% | 4,533 | $208K |
| Richardson Financial Services Inc. | 0.07% | No change | 4,483 | $206K |
| Opus Financial Solutions LLC | 0.19% | — | 4,460 | $205K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 4,425 | $203K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -30.0% | 3,630 | $167K |
| Lanark Financial, Inc. | 0.01% | Reduce -7.5% | 3,540 | $162K |
| Anfield Capital Management, LLC | 0.05% | No change | 3,421 | $157K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 3,270 | $149K |
| US Bancorp \de | 0.00% | Reduce -27.0% | 3,244 | $149K |
| Qube Research & Technologies Ltd | 0.00% | Add +36.0% | 3,181 | $146K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,980 | $137K |
| Register Financial Advisors LLC | 0.05% | Add +1.3% | 2,730 | $125K |
| Activest Wealth Management | 0.02% | No change | 2,600 | $119K |
| Bullseye Investment Management, LLC | 0.06% | Reduce -95.4% | 2,561 | $117K |
| Topsail Wealth Management, LLC | 0.01% | New | 2,200 | $101K |
| Consultiva Wealth Management, Corp. | 0.28% | No change | 2,173 | $100K |
| MPWM Advisory Solutions, LLC | 0.05% | Reduce -1.7% | 2,006 | $92K |
| Financial Network Wealth Advisors LLC | 0.06% | No change | 1,318 | $60K |
| CX Institutional | 0.00% | Reduce -60.8% | 1,278 | $59K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +233.3% | 1,090 | $50K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,050 | $48K |
| TD Private Client Wealth LLC | 0.00% | New | 1,049 | $48K |
| Creative Financial Designs Inc. | 0.00% | Reduce -61.7% | 1,011 | $46K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $46K |
| AdvisorNet Financial, Inc | 0.00% | No change | 986 | $45K |
| CoreCap Advisors, LLC | 0.00% | Reduce -21.9% | 858 | $39K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 700 | $32K |
| Smartleaf Asset Management LLC | 0.00% | New | 646 | $30K |
| Sachetta, LLC | 0.02% | Reduce -18.9% | 627 | $29K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $28K |
| Triumph Capital Management | 0.01% | New | 563 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 545 | $25K |
| MidFirst Bank | 0.00% | — | 434 | $20K |
| Sound Income Strategies, LLC | 0.00% | New | 427 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.5% | 414 | $19K |
| Clayton Financial Group LLC | 0.01% | New | 366 | $17K |
| BlackRock, Inc. | 0.00% | New | 365 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 361 | $17K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 315 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 276 | $13K |
| Rossby Financial, LCC | 0.00% | Add +1.5% | 271 | $12K |
| Blair William & Co. | 0.00% | Add +1.2% | 262 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.2% | 258 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -60.2% | 251 | $12K |
| Allworth Financial LP | 0.00% | New | 250 | $11K |
| 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. | 0.00% | Reduce -15.0% | 170 | $8K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 162 | $7K |
| Tsfg, LLC | 0.00% | Add +2.2% | 138 | $6K |
| Hilltop National Bank | 0.00% | New | 125 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 125 | $6K |
| Pacifica Partners Inc. | 0.00% | No change | 96 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 87 | $4K |
| Elequin Capital, LP | 0.00% | No change | 79 | $4K |
| Caitlin John, LLC | 0.00% | No change | 69 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 45 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -51.1% | 44 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | New | 35 | $2K |
| New Millennium Group LLC | 0.00% | Reduce -6.3% | 15 | $688 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -25.0% | 9 | $404 |
| Realta Investment Advisors | 0.00% | Reduce -100.0% | 1 | $50 |
"% 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.