First Trust Senior Loan ETFFTSLETF
13F holders, Q1 2026 (March 31)309holders −7
32new positions
35sold out
$44.80avg. 13F price*
At the end of Q1 2026, 309 institutions reported holding First Trust Senior Loan ETF (FTSL) in their 13F filings, down 7 from Q4 2025. 32 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($214.1M), LPL Financial LLC ($112.8M) and Wells Fargo & Company ($74.2M).
- Company
- First Trust Senior Loan ETF
- CUSIP
- 33738D309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $22.2M |
| Exits | 35 | $63.6M |
All 13F filers, Q4 2025 → Q1 2026: 3,149,481 shares bought and 3,843,499 shares sold, net −694,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 309 holders
| Morgan Stanley | 0.01% | Add +13.1% | 4,778,588 | $214.1M |
| LPL Financial LLC | 0.03% | Add +26.5% | 2,517,561 | $112.8M |
| Wells Fargo & Company | 0.01% | Reduce -9.5% | 1,656,464 | $74.2M |
| Bank of America Corp. | 0.00% | Reduce -15.9% | 1,465,667 | $65.7M |
| One Capital Management, LLC | 1.77% | Add +14.0% | 1,439,544 | $64.5M |
| Royal Bank of Canada | 0.01% | Reduce -7.6% | 1,432,868 | $64.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.3% | 1,363,937 | $61.1M |
| First Trust Advisors LP | 0.04% | Add +15.7% | 1,274,813 | $57.1M |
| UBS Group AG | 0.01% | Add +14.3% | 931,738 | $41.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +36.6% | 837,005 | $37.5M |
| Flaharty Asset Management, LLC | 4.45% | Add +2.1% | 800,071 | $35.8M |
| Virtue Capital Management, LLC | 5.17% | Add +10.4% | 760,329 | $33.9M |
| Focus Partners Wealth | 0.03% | Add +2.6% | 667,003 | $29.9M |
| Welch & Forbes LLC | 0.37% | Reduce -9.3% | 631,873 | $28.3M |
| Hikari Tsushin, Inc. | 1.76% | No change | 570,196 | $25.5M |
| TL Private Wealth | 9.56% | Add +0.7% | 538,366 | $24.2M |
| Cyndeo Wealth Partners, LLC | 1.06% | Add +10.9% | 447,814 | $20.1M |
| Capital Investment Counsel, LLC | 2.72% | Reduce -1.1% | 443,345 | $19.9M |
| Cetera Investment Advisers | 0.02% | Reduce -0.2% | 436,318 | $19.5M |
| Stifel Financial Corp. | 0.02% | Reduce -5.6% | 372,310 | $16.7M |
| Fairvoy Private Wealth, LLC | 3.60% | Add +8.7% | 336,512 | $15.1M |
| Harbor Advisory Corp. | 4.33% | Reduce -1.3% | 322,007 | $14.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -48.1% | 300,747 | $13.5M |
| Concurrent Investment Advisors, LLC | 0.14% | Reduce -8.8% | 286,251 | $12.8M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.4% | 270,060 | $12.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -17.1% | 254,981 | $11.4M |
| CNO Financial Group, Inc. | 6.47% | No change | 252,000 | $11.3M |
| Cwm, LLC | 0.03% | Reduce -27.3% | 226,914 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Add +84.2% | 225,897 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -32.9% | 220,071 | $9.9M |
| Exchange Traded Concepts, LLC | 0.07% | Add +8.5% | 215,250 | $9.6M |
| Nilsine Partners, LLC | 0.73% | Add +6.6% | 206,524 | $9.3M |
| DAVENPORT & Co LLC | 0.05% | Add +15.2% | 195,596 | $8.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Add +9.6% | 195,571 | $8.8M |
| Nations Financial Group Inc, /Ia/ | 0.39% | Add +4.5% | 167,055 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.9% | 162,142 | $7.3M |
| RPg Family Wealth Advisory, LLC | 1.51% | Add +1.2% | 161,933 | $7.3M |
| Lake Street Private Wealth, LLC | 0.92% | Add +2.9% | 159,935 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +0.9% | 158,139 | $7.1M |
| Mission Hills Financial Advisory, LLC | 3.59% | Add +16.4% | 156,365 | $7.0M |
| CacheTech Inc. | 1.32% | Reduce -5.2% | 153,298 | $6.9M |
| Clear Creek Financial Management, LLC | 0.52% | Reduce -28.0% | 152,584 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.8% | 151,256 | $6.8M |
| Adams Wealth Management | 1.39% | Add +11.3% | 141,313 | $6.3M |
| Chicago Partners Investment Group LLC | 0.14% | Add +1.2% | 140,031 | $6.3M |
| Prospera Financial Services Inc | 0.10% | Add +14.5% | 134,549 | $6.0M |
| Fairway Financial, LLC | 4.51% | Add +2.1% | 132,335 | $5.9M |
| Asset Allocation & Management Company, LLC | 2.12% | No change | 126,840 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.4% | 112,560 | $5.0M |
| Harbour Investments, Inc. | 0.07% | Reduce -20.2% | 107,168 | $4.8M |
| Kovack Advisors, Inc. | 0.25% | Add +8.0% | 103,919 | $4.7M |
| Sacks & Associates, LLC | 3.46% | Add +9.8% | 103,795 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -12.2% | 103,378 | $4.6M |
| Independent Advisor Alliance | 0.05% | New | 99,555 | $4.5M |
| Fifth Third Securities, Inc. | 0.27% | Add +11.7% | 93,284 | $4.2M |
| Western Wealth Management, LLC | 0.16% | Add +370.3% | 92,692 | $4.2M |
| WMS Group LLC | 5.93% | No change | 90,985 | $4.1M |
| PCG Wealth Advisors, LLC | 1.01% | Add +3.4% | 89,253 | $4.0M |
| Trustmark Bank Trust Department | 0.26% | Add +4.7% | 89,000 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Reduce -25.0% | 87,647 | $3.9M |
| Aurora Private Wealth, Inc. | 2.78% | No change | 85,271 | $3.9M |
| New England Private Wealth Advisors LLC | 0.45% | Add +1.6% | 86,306 | $3.9M |
| Huntleigh Advisors, Inc. | 0.66% | Add +2.4% | 85,512 | $3.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -6.2% | 85,197 | $3.8M |
| Exencial Wealth Advisors, LLC | 0.12% | Add +4.1% | 84,704 | $3.8M |
| Colorado Capital Management, Inc. | 1.39% | Add +7.3% | 83,128 | $3.7M |
| Snowden Capital Advisors LLC | 0.10% | Add +6.1% | 81,217 | $3.6M |
| Oder Investment Management, LLC | 2.65% | Add +0.8% | 76,964 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.9% | 76,364 | $3.4M |
| Aspen Investment Management Inc | 1.00% | Reduce -1.5% | 73,204 | $3.3M |
| Concorde Asset Management, LLC | 1.61% | New | 73,167 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +71.8% | 70,454 | $3.2M |
| Thryve Wealth Management LLC | 2.07% | Reduce -17.2% | 69,184 | $3.1M |
| Petix & Botte Co | 1.36% | Reduce -45.2% | 67,962 | $3.0M |
| Flagstar Securities, Inc. | 1.09% | Add +1.9% | 66,935 | $3.0M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -11.3% | 66,567 | $3.0M |
| Harvest Investment Services, LLC | 0.54% | Reduce -21.0% | 66,495 | $3.0M |
| Private Advisory Group LLC | 0.21% | Reduce -4.2% | 65,976 | $3.0M |
| Trinity Legacy Partners, LLC | 0.63% | Reduce -0.2% | 64,757 | $2.9M |
| Park Avenue Securities LLC | 0.02% | Add +19.1% | 64,528 | $2.9M |
| Valmark Advisers, Inc. | 0.03% | Add +21.6% | 59,664 | $2.7M |
| True Blue Financial, LLC | 2.07% | Add +6.1% | 58,711 | $2.6M |
| &partners | 0.01% | Reduce -5.0% | 58,465 | $2.6M |
| SageView Advisory Group, LLC | 0.09% | Reduce -4.5% | 57,764 | $2.6M |
| Key Client Fiduciary Advisors, LLC | 0.89% | Add +1.2% | 57,700 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -4.9% | 57,479 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -10.2% | 57,348 | $2.6M |
| First Financial Group Corp | 2.00% | Add +1.3% | 54,746 | $2.5M |
| Captrust Financial Advisors | 0.00% | Add +42.6% | 51,923 | $2.3M |
| Ifrah Financial Services, Inc. | 0.59% | Reduce -3.6% | 49,549 | $2.2M |
| Impact Partnership Wealth, LLC | 0.27% | Add +31.9% | 48,295 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 48,016 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Add +4.7% | 47,921 | $2.1M |
| RFG Advisory, LLC | 0.04% | Reduce -15.2% | 47,705 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +4.2% | 47,674 | $2.1M |
| Garden State Investment Advisory Services LLC | 0.51% | Add +107.5% | 47,480 | $2.1M |
| Blackhawk Capital Partners, LLC | 0.77% | Reduce -71.2% | 46,978 | $2.1M |
| Twin Peaks Wealth Advisors, LLC | 0.53% | Reduce -5.1% | 46,551 | $2.1M |
| Assetmark, Inc. | 0.00% | Add +121.5% | 46,218 | $2.1M |
| Stenger Family Office, LLC | 0.35% | New | 44,750 | $2.0M |
"% 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.