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First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$45.90 -0.02 (-0.04%)
As of 10:40 AM 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)
243
Total
Institutional Inflows
(last 12 months)
$477.87M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$173.34M
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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
5/27/2025 Jacobi Capital Management LLC6,624$302K0.0%+25.6%0.013%
5/22/2025 WBI Investments LLC6,583$301K0.1%-82.9%0.013%
5/21/2025 Geneos Wealth Management Inc.103,841$4.74M0.2%+358.8%0.201%
5/20/2025 Flaharty Asset Management LLC715,752$32.67M4.7%-5.2%1.388%
5/20/2025 Strive Asset Management LLC53,198$2.43M1.7%+163.0%0.103%
5/20/2025 Aspen Investment Management Inc83,364$3.81M1.8%+2.0%0.162%
5/19/2025 Jane Street Group LLC241,789$11.04M0.0%N/A0.469%
5/19/2025 SageView Advisory Group LLC63,311$2.89M0.1%-4.5%0.123%
5/16/2025 Coppell Advisory Solutions LLC42,073$1.92M0.2%-33.3%0.082%
5/16/2025 Arete Wealth Advisors LLC42,390$1.94M0.1%+1.2%0.082%
5/16/2025 Goldman Sachs Group Inc.115,095$5.25M0.0%N/A0.223%
5/16/2025 Jones Financial Companies Lllp51,756$2.36M0.0%+495.6%0.100%
5/16/2025 Legacy Wealth Managment LLC ID41,792$1.91M1.3%-17.5%0.081%
5/16/2025 Plotkin Financial Advisors LLC12,431$567K0.3%+30.6%0.024%
5/16/2025 NewEdge Advisors LLC273,160$12.47M0.1%+40.6%0.530%
5/16/2025 Integrated Wealth Concepts LLC219,136$10.00M0.1%+6.9%0.425%
5/15/2025 Capital Investment Counsel LLC322,679$14.73M2.4%+17.7%0.626%
5/15/2025 Royal Bank of Canada1,574,414$71.87M0.0%-0.7%3.054%
5/15/2025 Betterment LLC8,216$375K0.0%N/A0.016%
5/15/2025 Baird Financial Group Inc.100,810$4.60M0.0%+19.7%0.196%
5/14/2025 CreativeOne Wealth LLC7,303$333K0.0%+30.6%0.014%
5/14/2025 CNO Financial Group Inc.152,000$6.94M5.8%N/A0.295%
5/14/2025 PKS Advisory Services LLC5,683$259K0.1%+13.1%0.011%
5/14/2025 Jane Street Group LLC241,789$11.04M0.0%N/A0.469%
5/14/2025 Comerica Bank55,417$2.53M0.0%+9.4%0.108%
5/14/2025 RPg Family Wealth Advisory LLC153,995$7.03M2.0%+13.0%0.299%
5/14/2025 Northwestern 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%
5/14/2025 Kestra Advisory Services LLC75,432$3.44M0.0%-4.8%0.146%
5/14/2025 Purus Wealth Management LLC8,220$375K0.2%-4.1%0.016%
5/14/2025 CW Advisors LLC21,997$1.01M0.0%+233.1%0.043%
5/14/2025 Flow Traders U.S. LLC13,849$632K0.0%N/A0.027%
5/14/2025 Capital Analysts LLC10,104$461K0.0%+5.9%0.020%
5/14/2025 Venture Visionary Partners LLC10,185$465K0.0%-50.0%0.020%
5/14/2025 JT Stratford LLC15,655$715K0.1%+48.0%0.030%
5/14/2025 Petix & Botte Co77,753$3.55M0.9%+45.8%0.151%
5/13/2025 Sand Hill Global Advisors LLC18,351$838K0.0%N/A0.036%
5/13/2025 CacheTech Inc.143,470$6.32M1.2%-6.9%0.278%
5/13/2025 Adams Wealth Management138,417$6.32M1.2%-10.2%0.269%
5/13/2025 Raymond James Financial Inc.1,539,336$70.27M0.0%+6.4%2.986%
Trump’s true trade war strategy (Ad)

The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals… They think his involvement in Ukraine is just another resource grab… They think his tariffs will wreck the economy… But they’re all missing the bigger picture.

This is fast becoming the world’s most sought-after resource.
5/13/2025 Oder Investment Management LLC73,115$3.34M2.8%+15.1%0.142%
5/13/2025 Nations Financial Group Inc. IA ADV97,783$4.46M0.3%+5.9%0.190%
5/13/2025 Harbor Advisory Corp MA128,074$5.85M2.0%+10.2%0.248%
5/13/2025 Trivium Point Advisory LLC48,938$2.23M0.3%-0.8%0.095%
5/13/2025 Kovitz Investment Group Partners LLC641,010$29.26M0.1%+9.8%1.243%
5/13/2025 Vestmark Advisory Solutions Inc.42,073$1.92M0.0%+3.4%0.082%
5/13/2025 Financial Network Wealth Advisors LLC3,023$138K0.2%N/A0.006%
5/13/2025 Prudential PLC69,750$3.18M0.0%+15.2%0.135%
5/13/2025 HighTower Advisors LLC97,566$4.45M0.0%+35.7%0.189%
5/12/2025 Integrity Financial Corp WA83,426$3.81M2.2%-0.7%0.162%
5/9/2025 Chicago Partners Investment Group LLC155,660$7.11M0.2%+2.5%0.302%
5/9/2025 Exencial Wealth Advisors LLC99,911$4.56M0.2%-1.7%0.194%
5/9/2025 Endowment Wealth Management Inc.41,089$1.88M1.2%+14.1%0.080%
5/9/2025 Atria Wealth Solutions Inc.37,287$1.70M0.0%-10.0%0.072%
5/9/2025 L & S Advisors Inc17,974$820K0.1%-2.3%0.035%
5/8/2025 IFG Advisory LLC7,464$341K0.0%+4.9%0.014%
5/8/2025 Moors & Cabot Inc.20,990$958K0.0%+7.2%0.041%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management131,040$5.98M0.2%-2.5%0.254%
5/8/2025 Harbour Investments Inc.117,511$5.36M0.2%+158.0%0.228%
5/8/2025 RVW Wealth LLC8,668$396K0.0%-65.5%0.017%
5/8/2025 Private Advisory Group LLC57,583$2.63M0.3%-1.6%0.112%
5/8/2025 Geneos Wealth Management Inc.114,334$5.22M0.1%+405.1%0.222%
5/7/2025 MJT & Associates Financial Advisory Group Inc.3,590$164K0.2%N/A0.007%
5/7/2025 Prosperity Consulting Group LLC39,337$1.80M0.1%-7.5%0.076%
5/7/2025 LPL Financial LLC1,976,404$90.22M0.0%+3.0%3.834%
5/7/2025 First Heartland Consultants Inc.49,654$2.27M0.2%-0.5%0.096%
5/6/2025 Assetmark Inc.46,967$2.14M0.0%-5.6%0.091%
5/6/2025 ShoreHaven Wealth Partners LLC36,742$1.68M0.8%-8.7%0.071%
5/6/2025 Cetera Investment Advisers424,613$19.38M0.0%+60.2%0.824%
5/6/2025 Advisor OS LLC5,315$243K0.0%-13.6%0.010%
5/6/2025 Kovack Advisors Inc.91,241$4.17M0.4%+5.5%0.177%
5/6/2025 AE Wealth Management LLC14,825$677K0.0%+34.5%0.029%
5/6/2025 Wedbush Securities Inc.12,718$581K0.0%+62.9%0.025%
5/6/2025 Summit Wealth Partners LLC5,396$246K0.0%-5.3%0.010%
5/6/2025 PFG Advisors7,910$361K0.0%+9.3%0.015%
5/5/2025 OneAscent Wealth Management LLC48,039$2.19M1.0%+22.5%0.093%
5/5/2025 Coastwise Capital Group LLC51,363$2.35M2.0%-10.0%0.100%
5/5/2025 J.W. Cole Advisors Inc.78,085$3.57M0.1%+5.4%0.151%
5/5/2025 IFP Advisors Inc18,867$861K0.0%-20.6%0.037%
5/5/2025 PCG Wealth Advisors LLC42,821$1.96M0.7%+2.3%0.083%
5/5/2025 Mainstay Capital Management LLC ADV5,510$252K0.0%-23.4%0.011%
5/5/2025 Private Advisor Group LLC108,096$4.94M0.0%+26.6%0.210%
5/2/2025 Midwest Heritage Bank FSB21,908$1M0.4%-59.8%0.043%
5/2/2025 Kingsview Wealth Management LLC67,038$3.06M0.1%+21.9%0.130%
5/2/2025 Legacy Capital Wealth Partners LLC24,975$1.14M0.2%-28.1%0.049%
5/2/2025 Welch & Forbes LLC660,334$30.14M0.4%+4.3%1.283%
5/2/2025 Wealthfront Advisers LLC12,588$575K0.0%-32.5%0.024%
5/2/2025 Boyce & Associates Wealth Consulting Inc.24,589$1.12M1.1%+9.1%0.048%
5/2/2025 Apollon Wealth Management LLC17,270$788K0.0%+106.2%0.034%
5/2/2025 Sigma Planning Corp14,792$675K0.0%-4.7%0.029%
Trump’s true trade war strategy (Ad)

The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals… They think his involvement in Ukraine is just another resource grab… They think his tariffs will wreck the economy… But they’re all missing the bigger picture.

This is fast becoming the world’s most sought-after resource.
5/1/2025 CWM LLC343,542$15.68M0.1%+6.2%0.668%
5/1/2025 Stephens Inc. AR5,321$243K0.0%-5.8%0.010%
5/1/2025 Curtis Advisory Group LLC20,183$921K0.3%+62.3%0.039%
5/1/2025 Realta Investment Advisors6,603$301K0.1%+5.0%0.013%
5/1/2025 American Financial Advisors LLC34,071$1.56M0.2%-4.3%0.066%
5/1/2025 Fifth Third Securities Inc.73,932$3.38M0.3%+5.1%0.144%
4/30/2025 Moloney Securities Asset Management LLC55,109$2.52M0.3%+3.0%0.107%
4/30/2025 AlphaStar Capital Management LLC15,434$705K0.1%+56.8%0.030%
4/30/2025 Stratos Wealth Partners LTD.9,711$443K0.0%-6.8%0.019%
4/30/2025 Blackhawk Capital Partners LLC.70,272$3.21M1.7%-3.5%0.137%
(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 FTSL's institutional investors.

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

Of the 325 institutional investors that purchased First Trust Senior Loan ETF 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 17,464,475 shares in the last 24 months. This purchase volume represents approximately $802.06M in transactions.

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

Of the 238 institutional investors that sold First Trust Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($1.24M), Beacon Financial Group ($644.78K), Virtue Capital Management LLC ($583.55K), Royal Bank of Canada ($575.44K), LPL Financial LLC ($530.86K), Tanager Wealth Management LLP ($407.75K), and Csenge Advisory Group ($389.99K).

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

Institutional investors have sold a total of 11,113,183 shares in the last 24 months. This volume of shares sold represents approximately $509.11M in transactions.


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This page (NASDAQ:FTSL) was last updated on 6/12/2025 by MarketBeat.com Staff
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