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 |
| Arete Wealth Advisors, LLC | 0.15% | Add +0.8% | 44,621 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +159.4% | 43,989 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -11.2% | 43,089 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | New | 43,058 | $1.9M |
| MAI Capital Management | 0.01% | Add +6.5% | 41,790 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Reduce -31.8% | 41,127 | $1.8M |
| Fifth Third Bancorp | 0.00% | New | 40,939 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -83.8% | 39,687 | $1.8M |
| Wagner Wealth Management, LLC | 0.35% | Reduce -7.2% | 38,808 | $1.7M |
| Presidio Capital Management, LLC | 0.50% | Reduce -1.4% | 38,649 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +9.7% | 38,531 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +7.4% | 38,353 | $1.7M |
| Endowment Wealth Management, Inc. | 0.75% | Add +20.6% | 38,088 | $1.7M |
| Trivium Point Advisory, LLC | 0.30% | Reduce -10.0% | 36,664 | $1.6M |
| Coastwise Capital Group, LLC | 0.91% | Reduce -6.0% | 36,455 | $1.6M |
| Prosperity Consulting Group, LLC | 0.07% | No change | 36,033 | $1.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.74% | New | 35,814 | $1.6M |
| Legacy Wealth Managment, LLC | 0.78% | Add +10.9% | 35,060 | $1.6M |
| Yanni & Associates Investment Advisors, LLC | 1.58% | Reduce -0.0% | 34,052 | $1.5M |
| HBW Advisory Services LLC | 0.16% | Add +8.1% | 33,524 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +21.8% | 33,253 | $1.5M |
| WCG Wealth Advisors LLC | 0.04% | Add +42.4% | 32,864 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +16.5% | 32,558 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +22.2% | 32,210 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.57% | Add +2.0% | 31,665 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -50.9% | 31,306 | $1.4M |
| Integrity Financial Corp | 0.69% | Reduce -6.0% | 30,914 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -9.0% | 30,172 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Add +2719.2% | 29,573 | $1.3M |
| Investors Research Corp | 0.25% | Reduce -0.7% | 29,346 | $1.3M |
| Asset Allocation Strategies LLC | 0.23% | Reduce -7.2% | 28,969 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +131.3% | 28,954 | $1.3M |
| Plotkin Financial Advisors, LLC | 0.59% | Add +2.9% | 26,384 | $1.2M |
| TrueWealth Advisors, LLC | 0.29% | Reduce -73.3% | 25,840 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.23% | Reduce -1.7% | 25,032 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +131.3% | 24,460 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +5.6% | 23,397 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -5.8% | 23,347 | $1.0M |
| ShoreHaven Wealth Partners, LLC | 0.37% | Reduce -33.0% | 23,186 | $1.0M |
| IFP Advisors, Inc | 0.02% | Reduce -7.5% | 22,737 | $1.0M |
| TCFG Wealth Management, LLC | 0.38% | Reduce -2.6% | 22,322 | $1.0M |
| TCFG Investment Advisors, LLC | 0.38% | — | 22,322 | $1.0M |
| Koshinski Asset Management, Inc. | 0.06% | Add +12.8% | 22,168 | $993K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -5.5% | 22,088 | $990K |
| Financial Partners Group, Inc | 0.12% | No change | 21,843 | $979K |
| Sandro Wealth Management LLC | 0.78% | Add +5.0% | 21,663 | $970K |
| Boyce & Associates Wealth Consulting, Inc. | 0.72% | Add +14.0% | 21,243 | $952K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.1% | 20,628 | $924K |
| OneAscent Wealth Management LLC | 0.30% | Reduce -61.3% | 20,589 | $922K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 20,444 | $916K |
| Mgo One Seven LLC | 0.02% | Add +54.7% | 20,209 | $905K |
| Wedbush Securities Inc. | 0.03% | Reduce -2.5% | 19,896 | $891K |
| Bank of Montreal | 0.00% | Reduce -7.1% | 19,846 | $889K |
| Wealthfront Advisers LLC | 0.00% | Add +55.9% | 19,040 | $853K |
| Accel Wealth Management | 0.22% | Reduce -16.8% | 18,605 | $834K |
| L & S Advisors Inc | 0.10% | Add +19.7% | 18,402 | $824K |
| NewEdge Wealth, LLC | 0.01% | Reduce -19.8% | 18,133 | $812K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -73.7% | 18,120 | $812K |
| Strategic Blueprint, LLC | 0.05% | Add +0.4% | 17,505 | $784K |
| Curtis Advisory Group, LLC | 0.16% | Reduce -0.2% | 16,940 | $759K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.1% | 16,414 | $735K |
| Equitable Holdings, Inc. | 0.00% | Reduce -37.5% | 15,918 | $729K |
| Helium Advisors LLC | 0.67% | Add +1.6% | 15,603 | $699K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.4% | 15,446 | $692K |
| Spire Wealth Management | 0.02% | Reduce -2.4% | 15,251 | $683K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.1% | 15,234 | $682K |
| Perryman Financial Advisory Inc. | 0.10% | Reduce -18.9% | 15,075 | $675K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +19.5% | 14,787 | $662K |
| Principal Securities, Inc. | 0.01% | Add +15.9% | 14,609 | $655K |
| Bison Wealth, LLC | 0.06% | Add +0.2% | 14,033 | $634K |
| Sowell Financial Services LLC | 0.02% | Reduce -74.9% | 13,847 | $620K |
| Proactive Wealth Strategies LLC | 0.11% | Add +95.9% | 13,651 | $612K |
| Wealth Watch Advisors, INC | 0.25% | Add +8.1% | 13,486 | $604K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.4% | 13,179 | $590K |
| WealthCare Investment Partners, LLC | 0.16% | Reduce -4.1% | 12,765 | $574K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 12,690 | $569K |
| Northwest Wealth Management, LLC | 0.09% | Add +1.0% | 12,629 | $566K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.7% | 12,560 | $563K |
| Blueline Advisors LLC | 0.43% | Add +5.0% | 12,466 | $558K |
| Private Trust Co. NA | 0.05% | Add +9.9% | 11,751 | $526K |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.5% | 11,644 | $522K |
| American Financial Advisors, LLC | 0.07% | Reduce -12.3% | 11,487 | $515K |
| MRA Advisory Group | 0.21% | Add +1.0% | 11,477 | $514K |
| Cozad Asset Management Inc. | 0.04% | Reduce -4.3% | 11,458 | $513K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -34.6% | 11,376 | $510K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 11,242 | $504K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -0.8% | 10,745 | $481K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -11.3% | 10,649 | $477K |
| Venture Visionary Partners LLC | 0.02% | No change | 10,185 | $456K |
| Balefire, LLC | 0.09% | Add +17.2% | 10,181 | $456K |
| Advisor OS, LLC | 0.03% | Add +18.0% | 10,155 | $455K |
| Gateway Wealth Partners, LLC | 0.02% | New | 10,108 | $453K |
| Perigon Wealth Management, LLC | 0.01% | New | 9,970 | $447K |
| Capital Analysts, LLC | 0.01% | Add +1.9% | 9,903 | $444K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.4% | 9,890 | $443K |
| Virtus Wealth Solutions LLC | 0.08% | Add +1.5% | 9,707 | $435K |
| Simplicity Wealth,LLC | 0.02% | New | 9,651 | $432K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -50.7% | 9,500 | $426K |
| Beaton Management Co. Inc. | 0.19% | No change | 9,450 | $423K |
| Betterment LLC | 0.00% | Add +16.5% | 9,404 | $421K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.5% | 9,315 | $417K |
| Morey & Quinn Wealth Partners, LLC | 0.30% | No change | 9,267 | $415K |
| Independent Financial Group, LLC | 0.01% | Reduce -20.1% | 9,262 | $415K |
| Wbi Investments, LLC | 0.11% | Reduce -6.5% | 9,095 | $407K |
| Millington Securities, LLC | 0.11% | — | 9,095 | $407K |
| Sigma Planning Corp | 0.01% | Reduce -25.5% | 8,920 | $400K |
| AE Wealth Management LLC | 0.00% | Reduce -28.9% | 8,773 | $393K |
| Hilltop Holdings Inc. | 0.04% | Reduce -66.0% | 8,725 | $391K |
| RVW Wealth, LLC | 0.03% | No change | 8,668 | $388K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -10.6% | 7,782 | $349K |
| Atria Investments, Inc | 0.00% | New | 7,513 | $337K |
| Jacobi Capital Management LLC | 0.02% | Add +1.1% | 7,333 | $329K |
| PKS Advisory Services, LLC | 0.08% | Reduce -3.0% | 7,270 | $326K |
| Creative Planning | 0.00% | New | 7,165 | $321K |
| Realta Investment Advisors | 0.11% | Add +711900.0% | 7,120 | $319K |
| BAM Wealth Management, LLC | 0.24% | New | 7,023 | $315K |
| Argent Trust Co | 0.01% | No change | 7,000 | $314K |
| Purus Wealth Management, LLC | 0.10% | Reduce -4.8% | 6,800 | $305K |
| Benjamin Edwards Inc. | 0.00% | New | 6,689 | $300K |
| Triad Wealth Partners, LLC | 0.02% | New | 6,641 | $298K |
| Arax Advisory Partners | 0.01% | Reduce -52.2% | 6,633 | $297K |
| Brighton Jones LLC | 0.01% | New | 6,549 | $293K |
| Zacks Investment Management | 0.00% | No change | 6,322 | $283K |
| Columbia Advisory Partners LLC | 0.18% | Reduce -6.0% | 6,189 | $277K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -38.0% | 6,120 | $274K |
| Castleview Partners, LLC | 0.13% | Reduce -5.7% | 5,861 | $263K |
| Winebrenner Capital Management LLC | 0.17% | Reduce -0.3% | 5,838 | $262K |
| Perissos Private Wealth Management, LLC | 0.22% | Add +0.0% | 5,601 | $251K |
| Rhodes Investment Advisors Inc. | 0.22% | Reduce -8.9% | 5,600 | $251K |
| IVC Wealth Advisors LLC | 0.11% | Reduce -6.9% | 5,517 | $247K |
| PVG Asset Management Corp. | 0.15% | Reduce -9.3% | 5,470 | $246K |
| International Assets Investment Management, LLC | 0.02% | Reduce -22.2% | 5,422 | $243K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.6% | 5,369 | $242K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 5,300 | $237K |
| NBT Bank, N.A. | 0.02% | Add +11126.1% | 5,164 | $231K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -5.8% | 5,159 | $231K |
| Stephens Inc. | 0.00% | Reduce -2.9% | 4,993 | $224K |
| Keel Point, LLC | 0.01% | Add +4.4% | 4,899 | $219K |
| McAdam, LLC | 0.01% | Reduce -5.3% | 4,884 | $219K |
| Southland Equity Partners LLC | 0.04% | Reduce -6.4% | 4,819 | $216K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -50.9% | 4,818 | $216K |
| IHT Wealth Management, LLC | 0.00% | Add +0.4% | 4,697 | $210K |
| Family Legacy, Inc. | 0.06% | Reduce -4.1% | 4,688 | $210K |
| Berger Financial Group, Inc | 0.01% | Reduce -6.3% | 4,647 | $208K |
| Pacific Excel Wealth Advisors, Inc. | 0.21% | New | 4,525 | $203K |
| Richardson Financial Services Inc. | 0.13% | No change | 4,483 | $201K |
| National Bank of Canada | 0.00% | Reduce -10.2% | 4,425 | $198K |
| US Bancorp \de | 0.00% | Add +28.0% | 4,152 | $186K |
| Sunbelt Securities, Inc. | 0.01% | No change | 3,630 | $163K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +17.9% | 3,513 | $157K |
| Anfield Capital Management, LLC | 0.04% | No change | 3,421 | $153K |
| Qube Research & Technologies Ltd | 0.00% | Add +5.9% | 3,369 | $151K |
| Lanark Financial, Inc. | 0.01% | Reduce -6.9% | 3,297 | $148K |
| Register Financial Advisors LLC | 0.05% | Add +1.3% | 2,766 | $124K |
| Activest Wealth Management | 0.02% | No change | 2,600 | $116K |
| Bullseye Investment Management, LLC | 0.06% | No change | 2,561 | $115K |
| Topsail Wealth Management, LLC | 0.01% | No change | 2,200 | $99K |
| Consultiva Wealth Management, Corp. | 0.28% | No change | 2,173 | $97K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 2,006 | $90K |
| Merkkuri Wealth Advisors LLC | 0.06% | New | 1,878 | $84K |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.7% | 1,781 | $80K |
| Roxbury Financial LLC | 0.07% | New | 1,749 | $78K |
| Financial Network Wealth Advisors LLC | 0.06% | No change | 1,318 | $59K |
| CX Institutional | 0.00% | Add +2.4% | 1,309 | $59K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,090 | $49K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,050 | $47K |
| Sound Income Strategies, LLC | 0.00% | Add +140.3% | 1,026 | $46K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $45K |
| AdvisorNet Financial, Inc | 0.00% | No change | 986 | $44K |
| Creative Financial Designs Inc. | 0.00% | Reduce -5.8% | 952 | $43K |
| CoreCap Advisors, LLC | 0.00% | No change | 858 | $38K |
| Triumph Capital Management | 0.01% | Add +40.0% | 788 | $35K |
| Raleigh Capital Management Inc. | 0.01% | New | 660 | $30K |
| Sachetta, LLC | 0.02% | Add +0.3% | 629 | $28K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 545 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -41.8% | 376 | $17K |
| Clayton Financial Group LLC | 0.01% | No change | 366 | $16K |
| BlackRock, Inc. | 0.00% | No change | 365 | $16K |
| Rothschild Investment LLC | 0.00% | No change | 361 | $16K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 315 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 276 | $12K |
| Rossby Financial, LCC | 0.00% | Add +1.5% | 275 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.3% | 269 | $12K |
| Clearstead Advisors, LLC | 0.00% | New | 268 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -35.3% | 268 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 267 | $12K |
| Blair William & Co. | 0.00% | Add +1.1% | 265 | $12K |
| Allworth Financial LP | 0.00% | No change | 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. | 0.01% | No change | 170 | $8K |
| Wolff Wiese Magana LLC | 0.00% | New | 162 | $7K |
| Marshall Investment Management, LLC | 0.00% | New | 143 | $6K |
| Tsfg, LLC | 0.00% | Add +1.4% | 140 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 125 | $6K |
| Synergy Investment Management, LLC | 0.00% | New | 112 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -57.0% | 108 | $5K |
| TopTier Wealth Management, LLC | 0.00% | New | 101 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 96 | $4K |
| Tucker Asset Management LLC | 0.00% | Add +4.6% | 91 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 80 | $4K |
| Caitlin John, LLC | 0.00% | No change | 69 | $3K |
| IFG Advisory, LLC | 0.01% | Reduce -99.0% | 53 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 44 | $2K |
| Key Capital Management, INC | 0.00% | New | 19 | $851 |
| Mosley Wealth Management | 0.00% | New | 15 | $688 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 9 | $394 |
"% 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.