First Trust Senior Loan ETF (FTSL) Institutional Ownership

$45.93

+0.04 (+0.09%)

(As of 07/26/2024 ET)

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Number of Institutional Buyers (last 12 months): 190
Total Institutional Inflows (last 12 months): $353.91M

Number of Institutional Sellers (last 12 months): 163
Total Institutional Outflows (last 12 months): $234.77M

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FTSL Institutional Buying and Selling by Quarter

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First Trust Senior Loan ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Presidio Capital Management LLC	180,792	$8.26M	5.8%	+1.5%	0.363%
7/26/2024	Harbour Investments Inc.	47,645	$2.18M	0.1%	-7.6%	0.096%
7/26/2024	Cambridge Investment Research Advisors Inc.	225,543	$10.31M	0.0%	+19.8%	0.453%
7/26/2024	Aspen Investment Management Inc	70,524	$3.22M	1.6%	-5.6%	0.142%
7/26/2024	TFG Advisers LLC	14,211	$650K	0.3%	+14.9%	0.029%
7/25/2024	Raymond James Trust N.A.	12,131	$555K	0.0%	+5.7%	0.024%
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7/25/2024	Clear Creek Financial Management LLC	115,644	$5.29M	0.6%	+0.2%	0.232%
7/25/2024	Fullcircle Wealth LLC	51,904	$2.38M	1.1%	N/A	0.104%
7/24/2024	TrueWealth Advisors LLC	78,149	$3.57M	1.3%	-5.3%	0.157%
7/24/2024	American Financial Advisors LLC	53,906	$2.46M	0.4%	-12.5%	0.108%
7/24/2024	ShoreHaven Wealth Partners LLC	18,258	$835K	0.4%	N/A	0.037%
7/24/2024	LVZ Inc.	5,074	$232K	0.0%	+17.0%	0.010%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	7,668	$350K	0.1%	-76.8%	0.015%
7/24/2024	My Legacy Advisors LLC	25,210	$1.15M	0.4%	N/A	0.051%
7/23/2024	Private Advisory Group LLC	52,750	$2.41M	0.3%	N/A	0.106%
7/23/2024	Concourse Financial Group Securities Inc.	36,646	$1.68M	0.1%	-5.0%	0.074%
7/23/2024	Philip James Wealth Mangement LLC	12,352	$565K	0.4%	-81.2%	0.025%
7/22/2024	Atria Wealth Solutions Inc.	94,047	$4.30M	0.0%	+69.8%	0.190%
7/22/2024	Legacy Capital Group California Inc.	11,692	$534K	0.2%	-5.8%	0.024%
7/22/2024	SeaCrest Wealth Management LLC	9,370	$428K	0.0%	+11.9%	0.019%
7/20/2024	Continuum Advisory LLC	4,294	$196K	0.0%	-19.1%	0.009%
7/20/2024	Raymond James Financial Services Advisors Inc.	919,922	$42.05M	0.1%	+22.0%	1.855%
7/20/2024	Milestone Asset Management LLC	54,662	$2.50M	0.6%	N/A	0.110%
7/20/2024	Apollon Wealth Management LLC	48,727	$2.23M	0.1%	+8.3%	0.098%
7/19/2024	Western Wealth Management LLC	18,172	$831K	0.1%	+1.5%	0.037%
7/19/2024	Financial Partners Group Inc	17,529	$801K	0.1%	-4.2%	0.035%
7/19/2024	Raymond James & Associates	519,224	$23.73M	0.0%	+3.6%	1.048%
7/18/2024	WealthCare Investment Partners LLC	24,573	$1.12M	0.5%	+4.2%	0.050%
7/18/2024	Saxon Interests Inc.	49,634	$2.27M	1.1%	+5.5%	0.100%
7/18/2024	Brookstone Capital Management	165,350	$7.64M	0.1%	+1,311.9%	0.334%
7/17/2024	Midwest Heritage Bank FSB	121,430	$5.55M	2.8%	+4.7%	0.245%
7/17/2024	Mattern Wealth Management LLC	16,756	$766K	0.2%	-40.6%	0.034%
7/17/2024	Aurora Private Wealth Inc.	74,636	$3.41M	3.0%	+3.4%	0.151%
7/17/2024	Murphy Middleton Hinkle & Parker Inc.	41,751	$1.91M	1.1%	+0.6%	0.084%
7/16/2024	Envestnet Portfolio Solutions Inc.	48,531	$2.22M	0.0%	+7.1%	0.098%
7/16/2024	Key Client Fiduciary Advisors LLC	41,589	$1.90M	0.9%	+86.7%	0.084%
7/16/2024	Wealth Enhancement Advisory Services LLC	124,979	$5.71M	0.0%	+31.8%	0.252%
7/16/2024	Friedenthal Financial	93,894	$4.29M	2.7%	N/A	0.189%
7/16/2024	EWG Elevate Inc.	43,387	$1.98M	0.7%	+3.8%	0.088%
7/16/2024	Insight Advisors LLC PA	6,193	$283K	0.1%	-13.9%	0.012%
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7/15/2024	Dynamic Advisor Solutions LLC	29,016	$1.33M	0.0%	-4.5%	0.059%
7/15/2024	RFG Advisory LLC	177,897	$8.13M	0.3%	+7.3%	0.359%
7/13/2024	Quad Cities Investment Group LLC	21,993	$1.01M	0.6%	-15.3%	0.044%
7/13/2024	Inspirion Wealth Advisors LLC	7,369	$337K	0.1%	-10.3%	0.015%
7/12/2024	Hyperion Partners LLC	4,831	$221K	0.2%	N/A	0.010%
7/12/2024	Register Financial Advisors LLC	2,513	$115K	0.1%	N/A	0.005%
7/12/2024	Southland Equity Partners LLC	6,657	$304K	0.1%	-3.5%	0.013%
7/12/2024	Accel Wealth Management	116,479	$5.32M	2.1%	-4.9%	0.235%
7/11/2024	Cambridge Advisors Inc.	14,017	$641K	0.1%	+1.8%	0.028%
7/11/2024	U.S. Capital Wealth Advisors LLC	73,945	$3.38M	0.1%	-36.1%	0.149%
7/10/2024	Csenge Advisory Group	9,118	$417K	0.0%	-49.8%	0.018%
7/10/2024	CWM LLC	386,858	$17.68M	0.1%	+12.5%	0.781%
7/9/2024	Park Avenue Securities LLC	39,677	$1.81M	0.0%	+6.2%	0.080%
7/9/2024	Kingswood Wealth Advisors LLC	7,895	$361K	0.0%	-11.6%	0.016%
7/8/2024	RVW Wealth LLC	11,489	$525K	0.1%	-53.2%	0.023%
7/5/2024	HBW Advisory Services LLC	14,138	$646K	0.1%	+17.5%	0.029%
5/24/2024	Cetera Advisors LLC	128,029	$5.92M	0.0%	+58.2%	0.263%
5/24/2024	Cetera Investment Advisers	323,042	$14.93M	0.0%	+424.0%	0.664%
5/21/2024	Atria Investments Inc	28,349	$1.31M	0.0%	+27.2%	0.058%
5/20/2024	Adams Wealth Management	97,887	$4.52M	1.1%	+18.7%	0.201%
5/17/2024	Comerica Bank	61,132	$2.83M	0.0%	-14.7%	0.126%
5/17/2024	Coppell Advisory Solutions Corp.	100,006	$4.62M	0.9%	N/A	0.206%
5/17/2024	Clear Point Advisors Inc.	35,720	$1.65M	1.4%	+1.4%	0.073%
5/17/2024	Creekmur Asset Management LLC	1,287	$59K	0.0%	-97.1%	0.003%
5/17/2024	Consultiva Wealth Management CORP.	2,173	$100K	0.9%	N/A	0.004%
5/16/2024	Jane Street Group LLC	162,776	$7.52M	0.0%	-88.4%	0.335%
5/16/2024	B. Riley Wealth Advisors Inc.	52,973	$2.42M	0.1%	+4.2%	0.109%
5/16/2024	Waverly Advisors LLC	36,475	$1.69M	0.0%	N/A	0.075%
5/15/2024	Kestra Advisory Services LLC	342,805	$15.84M	0.1%	-1.5%	0.705%
5/14/2024	JT Stratford LLC	6,654	$307K	0.1%	N/A	0.014%
5/14/2024	Northwest Wealth Management LLC	14,202	$656K	0.2%	-5.3%	0.029%
5/14/2024	Mattern Wealth Management LLC	28,222	$1.30M	0.3%	+3.0%	0.058%
5/11/2024	Beaumont Financial Advisors LLC	8,525	$394K	0.0%	+5.9%	0.018%
5/11/2024	Chiron Capital Management LLC	6,277	$290K	0.3%	-11.3%	0.013%
5/10/2024	Osaic Holdings Inc.	714,363	$33.01M	0.1%	+0.7%	1.468%
5/9/2024	Private Portfolio Partners LLC	45,779	$2.12M	0.4%	+4.6%	0.094%
5/9/2024	Kingsview Wealth Management LLC	50,434	$2.33M	0.1%	+2.9%	0.104%
5/9/2024	Endowment Wealth Management Inc.	34,229	$1.58M	1.2%	+4.4%	0.070%
5/9/2024	Koshinski Asset Management Inc.	11,160	$516K	0.1%	-34.4%	0.023%
5/8/2024	Cozad Asset Management Inc.	11,802	$545K	0.1%	-4.4%	0.024%
5/8/2024	Avantax Advisory Services Inc.	74,558	$3.45M	0.0%	-1.2%	0.153%
5/8/2024	Legacy Capital Group California Inc.	12,414	$574K	0.2%	-6.8%	0.026%
5/7/2024	Concurrent Investment Advisors LLC	62,528	$2.89M	0.1%	+21.1%	0.129%
5/7/2024	Significant Wealth Partners LLC	16,060	$742K	0.5%	+81.8%	0.033%
5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	137,817	$6.37M	0.2%	-5.8%	0.283%
5/6/2024	Envestnet Portfolio Solutions Inc.	45,294	$2.09M	0.0%	+350.1%	0.093%
5/6/2024	TFG Advisers LLC	12,370	$572K	0.2%	+46.9%	0.025%
5/4/2024	Geneos Wealth Management Inc.	21,441	$991K	0.0%	-72.3%	0.044%
5/4/2024	Csenge Advisory Group	18,172	$840K	0.0%	-23.6%	0.037%
5/3/2024	MRA Advisory Group	12,525	$579K	0.3%	-22.9%	0.026%
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5/3/2024	Integrity Financial Corp WA	78,109	$3.61M	2.5%	+10.3%	0.161%
5/2/2024	Mutual Advisors LLC	34,604	$1.60M	0.1%	-22.0%	0.071%
5/2/2024	Moloney Securities Asset Management LLC	34,901	$1.61M	0.2%	+4.7%	0.072%
5/1/2024	StoneX Group Inc.	18,331	$847K	0.1%	-5.0%	0.038%
5/1/2024	Blackhawk Capital Partners LLC.	52,119	$2.41M	1.5%	-1.6%	0.107%
5/1/2024	Janney Montgomery Scott LLC	123,596	$5.71M	0.0%	-19.9%	0.254%
5/1/2024	BNP Paribas Financial Markets	19,748	$913K	0.0%	+1,677.5%	0.041%
5/1/2024	Concourse Financial Group Securities Inc.	38,566	$1.78M	0.1%	+7.3%	0.079%
4/30/2024	Private Advisor Group LLC	72,739	$3.36M	0.0%	-27.5%	0.150%
4/30/2024	J.W. Cole Advisors Inc.	76,432	$3.53M	0.2%	-7.8%	0.157%

(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, 390 institutional investors and hedge funds held shares of First Trust Senior Loan ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($19.36B), Royal Bank of Canada ($115.97M), Bank of America Corp DE ($97.42M), LPL Financial LLC ($74.66M), UBS Group AG ($63.32M), Wells Fargo & Company MN ($55.56M), and Wagner Wealth Management LLC ($50.86M).Learn more on FTSL's institutional investors.
Which institutional investors have been buying First Trust Senior Loan ETF stock?: Of the 318 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: Virtue Capital Management LLC ($2.03M), Wagner Wealth Management LLC ($731.66K), Connectus Wealth LLC ($714.08K), Blue Chip Partners Inc. ($580.18K), Osaic Holdings Inc. ($517.92K), Cyndeo Wealth Partners LLC ($487.38K), and Royal Bank of Canada ($468.27K).
How much institutional buying is happening at First Trust Senior Loan ETF?: Institutional investors have bought a total of 19,923,425 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

Which First Trust Senior Loan ETF major shareholders have been selling company stock?: Of the 272 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: Beacon Financial Group ($1.34M), UBS Group AG ($1.31M), Jane Street Group LLC ($1.24M), Virtue Capital Management LLC ($880.83K), LPL Financial LLC ($855.67K), Commonwealth Equity Services LLC ($771.37K), and TruWealth Advisors LLC ($744.68K).
How much institutional selling is happening at First Trust Senior Loan ETF?: Institutional investors have sold a total of 23,322,653 shares in the last 24 months. This volume of shares sold represents approximately $1.75B in transactions.