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First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$45.84 -0.02 (-0.04%)
Closing price 04:00 PM Eastern
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$45.84 +0.00 (+0.01%)
As of 04:15 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)
237
Total
Institutional Inflows
(last 12 months)
$466.70M
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$171.72M
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FTSL Institutional Buying and Selling by Quarter

First Trust Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Puff Wealth Management LLC25,355$1.16M1.8%-4.3%0.048%
10/6/2025Nilsine Partners LLC182,263$8.36M0.8%+5.4%0.347%
9/25/2025CacheTech Inc.146,762$6.74M1.2%+2.3%0.283%
9/11/2025Milestones Private Investment Advisors LLC4,477$205K0.2%N/A0.009%
9/4/2025Osaic Holdings Inc.548,078$25.15M0.0%-8.8%1.055%
9/2/2025PVG Asset Management Corp5,170$237K0.8%-4.3%0.010%
8/20/2025Coppell Advisory Solutions LLC42,441$1.95M0.2%+0.9%0.082%
8/19/2025B. Riley Wealth Advisors Inc.31,284$1.44M0.1%N/A0.060%
8/19/2025Advisory Services Network LLC17,188$789K0.0%-48.6%0.033%
8/19/2025Asset Dedication LLC600$28K0.0%N/A0.001%
8/18/2025Geneos Wealth Management Inc.109,432$5.02M0.1%+5.4%0.211%
8/15/2025Tower Research Capital LLC TRC 190,069$8.72M0.2%+2,111,777.8%0.366%
8/15/2025Asset Allocation Strategies LLC42,568$1.95M0.4%-8.8%0.082%
8/15/2025Puff Wealth Management LLC26,484$1.22M0.4%+3.2%0.051%
8/15/2025Captrust Financial Advisors36,709$1.69M0.0%+16.0%0.071%
8/15/2025Snowden Capital Advisors LLC56,928$2.61M0.1%-1.4%0.110%
8/15/2025MML Investors Services LLC139,833$6.42M0.0%-4.6%0.269%
8/15/2025Helium Advisors LLC17,104$785K0.5%+42.3%0.033%
8/15/2025Garden State Investment Advisory Services LLC13,853$636K0.2%+89.4%0.027%
8/15/2025Bank of America Corp DE1,875,309$86.06M0.0%-0.6%3.610%
8/14/2025Jane Street Group LLC330,940$15.19M0.0%+36.9%0.637%
8/14/2025Ausdal Financial Partners Inc.23,860$1.10M0.1%+316.0%0.046%
8/14/2025Raymond James Financial Inc.1,502,512$68.95M0.0%-2.4%2.892%
8/14/2025Betterment LLC8,957$411K0.0%+9.0%0.017%
8/14/2025NewEdge Advisors LLC284,210$13.04M0.1%+4.0%0.547%
8/14/2025Qube Research & Technologies Ltd3,251$149K0.0%+111.5%0.006%
8/13/2025StoneX Group Inc.16,763$769K0.0%-2.6%0.032%
8/13/2025SageView Advisory Group LLC62,926$2.89M0.1%-0.6%0.121%
8/13/2025Baird Financial Group Inc.26,121$1.20M0.0%-74.1%0.050%
8/13/2025First Trust Advisors LP1,200,153$55.10M0.0%+7.2%2.310%
8/13/2025JT Stratford LLC13,489$619K0.1%-13.8%0.026%
8/13/2025Twin Peaks Wealth Advisors LLC53,273$2.45M0.8%+37.6%0.103%
8/13/2025RPg Family Wealth Advisory LLC162,516$7.46M2.0%+5.5%0.313%
8/13/2025WCG Wealth Advisors LLC12,025$552K0.0%N/A0.023%
8/13/2025Legacy Capital Wealth Partners LLC22,922$1.02M0.2%-8.2%0.044%
8/13/2025Quadrature Capital Ltd104,613$4.80M0.1%N/A0.201%
8/13/2025Virtue Capital Management LLC553,071$25.38M4.7%-14.7%1.065%
8/13/2025Northwestern Mutual Wealth Management Co.11,661$535K0.0%-11.9%0.022%
8/12/2025Richmond Investment Services LLC8,572$393K0.1%N/A0.017%
8/12/2025J.W. Cole Advisors Inc.76,013$3.49M0.1%-2.7%0.146%
8/12/2025CreativeOne Wealth LLC6,875$315K0.0%-5.9%0.013%
8/12/2025MAI Capital Management37,421$1.72M0.0%-6.1%0.072%
8/12/2025JPMorgan Chase & Co.164,889$7.57M0.0%-13.3%0.317%
8/12/2025Prudential PLC67,450$3.10M0.0%-3.3%0.130%
8/12/2025PKS Advisory Services LLC6,093$280K0.1%+7.2%0.012%
8/11/2025Aspen Investment Management Inc84,158$3.86M1.6%+1.0%0.162%
8/11/2025Chiron Capital Management LLC5,277$242K0.2%-27.5%0.010%
8/11/2025Plotkin Financial Advisors LLC17,889$821K0.5%+43.9%0.034%
8/11/2025Western Wealth Management LLC17,414$799K0.0%+11.0%0.034%
8/8/2025Rockefeller Capital Management L.P.96,406$4.42M0.0%+12.1%0.186%
8/8/2025Kingsview Wealth Management LLC65,680$3.01M0.1%-2.0%0.126%
8/8/2025Avantax Advisory Services Inc.43,776$2.01M0.0%-44.6%0.084%
8/8/2025Cetera Investment Advisers376,411$17.27M0.0%-11.4%0.725%
8/8/2025Flaharty Asset Management LLC723,967$33.22M6.8%+1.1%1.394%
8/8/2025L & S Advisors Inc15,601$716K0.1%-13.2%0.030%
8/8/2025Petix & Botte Co92,358$4.24M1.0%+18.8%0.178%
8/7/2025Alpha Cubed Investments LLC10,787$495K0.0%-3.4%0.021%
8/7/2025PFG Advisors10,497$482K0.0%+32.7%0.020%
8/6/2025Prospera Financial Services Inc115,081$5.28M0.1%-2.3%0.222%
8/6/2025AE Wealth Management LLC13,400$615K0.0%-9.6%0.026%
8/6/2025Legacy Wealth Managment LLC ID35,870$1.65M0.9%-14.2%0.069%
8/6/2025Wedbush Securities Inc.10,478$481K0.0%-17.6%0.020%
8/6/2025Vestmark Advisory Solutions Inc.86,966$3.99M0.1%+106.7%0.167%
8/6/2025OneAscent Wealth Management LLC52,093$2.39M0.9%+8.4%0.100%
8/6/2025Tradewinds LLC.5,752$264K0.2%N/A0.011%
8/6/2025Fairway Financial LLC118,686$5.45M4.6%+1.5%0.228%
8/6/2025Moors & Cabot Inc.22,400$1.03M0.0%+6.7%0.043%
8/5/2025Prosperity Consulting Group LLC37,558$1.72M0.1%-4.5%0.072%
8/5/2025Bank of Montreal Can19,638$901K0.0%+1.4%0.038%
8/5/2025Sigma Planning Corp12,863$590K0.0%-13.0%0.025%
8/5/2025Integrity Financial Corp WA70,611$3.24M1.6%-15.4%0.136%
8/5/2025Welch & Forbes LLC682,178$31.31M0.4%+3.3%1.313%
8/5/2025Summit Investment Advisory Services LLC19,370$889K0.8%N/A0.037%
8/4/2025Kovack Advisors Inc.91,893$4.22M0.4%+0.7%0.177%
8/4/2025IFG Advisory LLC6,254$287K0.0%-16.2%0.012%
8/4/2025Impact Partnership Wealth LLC14,941$686K0.1%N/A0.029%
8/4/2025Atria Investments Inc4,503$207K0.0%N/A0.009%
8/4/2025Assetmark Inc.43,592$2M0.0%-7.2%0.084%
8/4/2025Spire Wealth Management14,288$656K0.0%+421.7%0.028%
8/1/2025Capital Investment Counsel LLC356,598$16.36M2.5%+10.5%0.686%
8/1/2025GGM Financials LLC9,323$428K0.1%N/A0.018%
8/1/2025Wealth Watch Advisors INC12,383$568K0.3%-2.1%0.024%
8/1/2025GoalVest Advisory LLC947$43K0.0%N/A0.002%
7/31/2025Wealthfront Advisers LLC11,205$514K0.0%-11.0%0.022%
7/31/2025Brighton Jones LLC5,906$271K0.0%-6.8%0.011%
7/31/2025Focus Partners Advisor Solutions LLC14,738$676K0.0%-2.7%0.028%
7/31/2025Glass Jacobson Investment Advisors llc8,488$390K0.2%-15.4%0.016%
7/31/2025Moloney Securities Asset Management LLC44,005$2.02M0.2%-20.1%0.085%
7/30/2025Strategic Blueprint LLC16,330$749K0.0%+6.3%0.031%
7/30/2025Exencial Wealth Advisors LLC97,320$4.47M0.2%-2.6%0.187%
7/30/2025Brookstone Capital Management142,378$6.53M0.1%-3.4%0.274%
7/30/2025D.A. Davidson & CO.87,893$4.03M0.0%-15.2%0.169%
7/29/2025Balboa Wealth Partners6,865$315K0.1%N/A0.013%
7/29/2025Chicago Partners Investment Group LLC150,820$6.93M0.2%-3.1%0.290%
7/29/2025International Assets Investment Management LLC8,124$373K0.0%+7.3%0.016%
7/29/2025ShoreHaven Wealth Partners LLC31,872$1.46M0.6%-13.3%0.061%
7/29/2025Huntleigh Advisors Inc.70,321$3.23M0.6%+10.6%0.135%
7/29/2025Private Trust Co. NA10,548$484K0.0%+2.7%0.020%
7/29/2025Activest Wealth Management2,600$119K0.0%-84.8%0.005%
7/28/2025Uptick Partners LLC9,903$454K0.1%+2.8%0.019%
(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, 389 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), Wells Fargo & Company MN ($69.65M), Raymond James Financial Inc. ($68.95M), UBS Group AG ($63.32M), and First Trust Advisors LP ($55.10M).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 329 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 ($772.58K), Jane Street Group LLC ($597.78K), Global Assets Advisory LLC ($495.52K), LPL Financial LLC ($476.28K), Cetera Investment Advisers ($426.23K), and Raymond James Financial Services Advisors Inc. ($414.33K).

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

Institutional investors have bought a total of 10,144,826 shares in the last 24 months. This purchase volume represents approximately $466.70M in transactions.

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

Of the 171 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: International Assets Investment Management LLC ($332.22K), Truist Financial Corp ($319.08K), Envestnet Asset Management Inc. ($242.54K), Presidio Capital Management LLC ($174.19K), Royal Bank of Canada ($140.79K), RFG Advisory LLC ($129.81K), and Midwest Heritage Bank FSB ($106.95K).

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

Institutional investors have sold a total of 3,732,552 shares in the last 24 months. This volume of shares sold represents approximately $171.72M in transactions.



This page (NASDAQ:FTSL) was last updated on 10/7/2025 by MarketBeat.com Staff
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