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First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$45.95 +0.01 (+0.02%)
Closing price 04:00 PM Eastern
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$45.94 -0.01 (-0.01%)
As of 04:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Senior Loan ETF (NASDAQ:FTSL)

Number of
Institutional Buyers
(last 12 months)
238
Total
Institutional Inflows
(last 12 months)
$462.65M
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$178.23M
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Skip Chart & View Institutional Buying and Selling Data

FTSL Institutional Buying and Selling by Quarter

First Trust Senior Loan ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.17,265$792K0.0%-53.7%0.033%
7/25/2025Envestnet Portfolio Solutions Inc.48,315$2.22M0.0%-6.8%0.093%
7/25/2025Endowment Wealth Management Inc.46,380$2.13M1.1%+12.9%0.089%
7/25/2025MGO One Seven LLC14,479$664K0.0%-18.3%0.028%
7/25/2025CWM LLC290,274$13.32M0.0%-15.5%0.559%
7/25/2025Concurrent Investment Advisors LLC61,759$2.83M0.1%-59.1%0.119%
7/25/2025Apollon Wealth Management LLC18,498$849K0.0%+7.1%0.036%
7/25/2025Richardson Financial Services Inc.4,483$206K0.1%-5.7%0.009%
7/24/2025 Aurora Private Wealth Inc.81,789$3.75M2.8%-3.4%0.157%
7/24/2025 Cyndeo Wealth Partners LLC392,122$17.99M1.1%+1.0%0.755%
7/24/2025 IFP Advisors Inc19,633$901K0.0%+4.1%0.038%
7/24/2025 Mainstay Capital Management LLC ADV9,030$414K0.0%+63.9%0.017%
7/23/2025 Morey & Quinn Wealth Partners LLC10,029$460K0.4%-14.9%0.019%
7/23/2025 Clear Creek Financial Management LLC165,377$7.59M0.7%+6.6%0.318%
7/23/2025 GGM Financials LLC9,323$428K0.1%N/A0.018%
7/23/2025 RiverTree Advisors LLC183,035$8.40M5.6%+35.2%0.352%
7/23/2025 Valmark Advisers Inc.40,221$1.85M0.0%+0.5%0.077%
7/23/2025 First Financial Group Corp50,920$2.34M2.3%+1.0%0.098%
7/23/2025 Kingswood Wealth Advisors LLC4,798$220K0.0%-41.7%0.009%
7/23/2025 Sachetta LLC771$35K0.0%+293.4%0.001%
7/22/2025 DAVENPORT & Co LLC137,210$6.30M0.0%+7.8%0.264%
7/22/2025 Global Assets Advisory LLC9,766$449K0.2%-66.7%0.019%
7/22/2025 IVC Wealth Advisors LLC9,600$441K0.2%-8.4%0.018%
7/22/2025 Accel Wealth Management30,954$1.42M0.5%-2.1%0.060%
7/22/2025 Willner & Heller LLC7,973$366K0.3%-11.6%0.015%
7/21/2025 Fairvoy Private Wealth LLC330,667$15.17M3.8%+2.1%0.637%
7/21/2025 Ameritas Advisory Services LLC22,459$1.03M0.1%-39.8%0.043%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management156,236$7.17M0.2%+19.2%0.301%
7/21/2025 Trinity Legacy Partners LLC75,272$3.47M0.8%+2.2%0.145%
7/18/2025 Philip James Wealth Mangement LLC4,394$202K0.0%-24.7%0.008%
7/18/2025 Truist Financial Corp68,830$3.16M0.0%-8.5%0.132%
7/17/2025 Trivium Point Advisory LLC44,095$2.02M0.2%-9.9%0.085%
7/17/2025 Northwest Wealth Management LLC14,411$661K0.1%-4.5%0.028%
7/17/2025 Janney Montgomery Scott LLC60,408$2.77M0.0%-17.7%0.116%
7/17/2025 Fifth Third Securities Inc.74,222$3.41M0.3%+0.4%0.143%
7/17/2025 Wagner Wealth Management LLC54,458$2.50M0.6%+1.2%0.105%
7/16/2025 Midwest Heritage Bank FSB14,485$665K0.3%-33.9%0.028%
7/16/2025 Asset Allocation & Management Company LLC126,840$5.82M2.7%+8.6%0.244%
7/16/2025 Octavia Wealth Advisors LLC11,305$519K0.1%-11.6%0.022%
7/15/2025 McAdam LLC4,904$225K0.0%N/A0.009%
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7/15/2025 Boyce & Associates Wealth Consulting Inc.16,907$776K0.7%-31.2%0.033%
7/14/2025 AdvisorNet Financial Inc986$45K0.0%N/A0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC91,438$4.20M0.1%+15.6%0.176%
7/14/2025 Flagstar Advisors Inc.66,244$3.04M0.8%+10.4%0.128%
7/14/2025 Park Avenue Securities LLC65,562$3.01M0.0%+11.0%0.126%
7/14/2025 Sowell Financial Services LLC59,507$2.73M0.1%-28.5%0.115%
7/11/2025 Quad Cities Investment Group LLC25,762$1.18M0.5%+10.7%0.049%
7/11/2025 Colorado Capital Management Inc.73,560$3.38M1.4%+2.0%0.141%
7/11/2025 Coastwise Capital Group LLC44,895$2.06M1.6%-12.6%0.086%
7/11/2025 Farther Finance Advisors LLC666$31K0.0%-36.3%0.001%
7/10/2025 Exchange Traded Concepts LLC136,986$6.29M0.1%N/A0.262%
7/10/2025 Wealth Enhancement Advisory Services LLC266,771$12.28M0.0%+8.1%0.511%
7/10/2025 American Financial Advisors LLC32,699$1.50M0.2%-4.0%0.063%
7/9/2025 Balefire LLC10,314$473K0.1%N/A0.020%
7/9/2025 Key Client Fiduciary Advisors LLC41,710$1.91M0.8%+2.4%0.080%
7/9/2025 Beacon Financial Group5,518$253K0.0%-9.0%0.011%
7/9/2025 Presidio Capital Management LLC31,003$1.42M0.5%+7.5%0.059%
7/9/2025 WealthCare Investment Partners LLC14,679$676K0.2%-4.7%0.028%
7/8/2025 TL Private Wealth456,319$20.97M8.7%+0.1%0.873%
7/7/2025 Investors Research Corp29,911$1.37M0.3%-1.2%0.057%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,551$71K0.0%+459.9%0.003%
7/3/2025 TrueWealth Advisors LLC138,403$6.35M1.9%+14.4%0.268%
7/2/2025 HBW Advisory Services LLC17,700$812K0.1%+7.3%0.034%
6/27/2025Goldman Sachs Group Inc.115,095$5.25M0.0%N/A0.221%
5/27/2025Jacobi Capital Management LLC6,624$302K0.0%+25.6%0.013%
5/22/2025WBI Investments LLC6,583$301K0.1%-82.9%0.013%
5/21/2025Geneos Wealth Management Inc.103,841$4.74M0.2%+358.8%0.201%
5/20/2025Flaharty Asset Management LLC715,752$32.67M4.7%-5.2%1.388%
5/20/2025Strive Asset Management LLC53,198$2.43M1.7%+163.0%0.103%
5/20/2025Aspen Investment Management Inc83,364$3.81M1.8%+2.0%0.162%
5/19/2025Jane Street Group LLC241,789$11.04M0.0%N/A0.469%
5/19/2025SageView Advisory Group LLC63,311$2.89M0.1%-4.5%0.123%
5/16/2025Coppell Advisory Solutions LLC42,073$1.92M0.2%-33.3%0.082%
5/16/2025Arete Wealth Advisors LLC42,390$1.94M0.1%+1.2%0.082%
5/16/2025Goldman Sachs Group Inc.115,095$5.25M0.0%N/A0.223%
5/16/2025Jones Financial Companies Lllp51,756$2.36M0.0%+495.6%0.100%
5/16/2025Legacy Wealth Managment LLC ID41,792$1.91M1.3%-17.5%0.081%
5/16/2025Plotkin Financial Advisors LLC12,431$567K0.3%+30.6%0.024%
5/16/2025NewEdge Advisors LLC273,160$12.47M0.1%+40.6%0.530%
5/16/2025Integrated Wealth Concepts LLC219,136$10.00M0.1%+6.9%0.425%
5/15/2025Capital Investment Counsel LLC322,679$14.73M2.4%+17.7%0.626%
5/15/2025Royal Bank of Canada1,574,414$71.87M0.0%-0.7%3.054%
5/15/2025Betterment LLC8,216$375K0.0%N/A0.016%
5/15/2025Baird Financial Group Inc.100,810$4.60M0.0%+19.7%0.196%
5/14/2025CreativeOne Wealth LLC7,303$333K0.0%+30.6%0.014%
5/14/2025CNO Financial Group Inc.152,000$6.94M5.8%N/A0.295%
5/14/2025PKS Advisory Services LLC5,683$259K0.1%+13.1%0.011%
5/14/2025Jane Street Group LLC241,789$11.04M0.0%N/A0.469%
5/14/2025Comerica Bank55,417$2.53M0.0%+9.4%0.108%
5/14/2025RPg Family Wealth Advisory LLC153,995$7.03M2.0%+13.0%0.299%
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5/14/2025Northwestern Mutual Wealth Management Co.13,239$604K0.0%-9.3%0.026%
5/14/2025 Trinity Legacy Partners LLC73,632$3.38M0.9%-6.4%0.143%
5/14/2025Kestra Advisory Services LLC75,432$3.44M0.0%-4.8%0.146%
5/14/2025Purus Wealth Management LLC8,220$375K0.2%-4.1%0.016%
5/14/2025CW Advisors LLC21,997$1.01M0.0%+233.1%0.043%
5/14/2025Flow Traders U.S. LLC13,849$632K0.0%N/A0.027%
5/14/2025Capital Analysts LLC10,104$461K0.0%+5.9%0.020%
5/14/2025 Venture Visionary Partners LLC10,185$465K0.0%-50.0%0.020%
5/14/2025JT Stratford LLC15,655$715K0.1%+48.0%0.030%
5/14/2025Petix & Botte Co77,753$3.55M0.9%+45.8%0.151%
(Data available from 1/1/2016 forward)

FTSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTSL shares?

During the previous two years, 383 institutional investors and hedge funds held shares of First Trust Senior Loan ETF. The most heavily invested institutionals were LPL Financial LLC ($90.22M), Bank of America Corp DE ($86.06M), Royal Bank of Canada ($71.87M), Raymond James Financial Inc. ($70.27M), Wells Fargo & Company MN ($69.65M), UBS Group AG ($63.32M), and First Trust Advisors LP ($51.44M).Learn more on First Trust Senior Loan ETF's institutional investors.

Which institutional investors have been buying First Trust Senior Loan ETF's stock?

Of the 326 institutional investors that purchased First Trust Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.54M), International Assets Investment Management LLC ($772.02K), Osaic Holdings Inc. ($517.92K), Jane Street Group LLC ($508.63K), Global Assets Advisory LLC ($495.52K), LPL Financial LLC ($476.28K), and Cetera Investment Advisers ($428.76K).

How much institutional buying is happening at First Trust Senior Loan ETF?

Institutional investors have bought a total of 10,059,573 shares in the last 24 months. This purchase volume represents approximately $462.65M in transactions.

Which of First Trust Senior Loan ETF's major shareholders have been selling company stock?

Of the 163 institutional investors that sold First Trust Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($372.14K), International Assets Investment Management LLC ($332.22K), Renaissance Technologies LLC ($331.50K), Truist Financial Corp ($319.08K), Envestnet Asset Management Inc. ($242.54K), Presidio Capital Management LLC ($174.19K), and Royal Bank of Canada ($140.79K).

How much institutional selling is happening at First Trust Senior Loan ETF?

Institutional investors have sold a total of 3,877,603 shares in the last 24 months. This volume of shares sold represents approximately $178.23M in transactions.


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This page (NASDAQ:FTSL) was last updated on 7/25/2025 by MarketBeat.com Staff
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