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First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$45.14 -0.06 (-0.13%)
As of 05/15/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Senior Loan ETF (NASDAQ:FTSL)

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$435.33M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$208.54M
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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
5/15/2026Gateway Wealth Partners LLC10,108$453K0.0%N/A0.020%
5/15/2026Waverly Advisors LLC47,921$2.15M0.0%+4.7%0.095%
5/14/2026 Hilltop Holdings Inc.8,725$391K0.0%-66.0%0.017%
5/14/2026 American Financial Advisors LLC11,487$515K0.1%-12.4%0.023%
5/13/2026 Cetera Investment Advisers436,318$19.55M0.0%-0.2%0.865%
5/13/2026 NewEdge Wealth LLC18,133$812K0.0%-19.8%0.036%
5/13/2026 First Trust Advisors LP1,274,813$57.10M0.0%+15.7%2.527%
5/12/2026 CacheTech Inc.153,298$6.87M1.3%-5.2%0.304%
5/7/2026 Legacy Wealth Managment LLC ID35,060$1.57M0.8%+10.9%0.069%
5/7/2026 Balefire LLC10,181$456K0.1%+17.2%0.020%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC3,513$157K0.0%+17.9%0.007%
5/6/2026 Assetmark Inc.46,218$2.07M0.0%+121.5%0.092%
5/6/2026 Oder Investment Management LLC76,964$3.45M2.6%+0.8%0.153%
5/6/2026 Independent Financial Group LLC9,192$412K0.0%N/A0.018%
5/6/2026 Helium Advisors LLC15,603$699K0.7%+1.6%0.031%
5/5/2026 Wealthfront Advisers LLC19,040$853K0.0%+55.9%0.038%
5/5/2026 D.A. Davidson & CO.57,348$2.57M0.0%-10.2%0.114%
5/5/2026 Blackhawk Capital Partners LLC46,978$2.11M0.8%-71.2%0.093%
5/5/2026 Geneos Wealth Management Inc.30,172$1.35M0.0%-9.0%0.060%
5/5/2026 Sanctuary Advisors LLC76,364$3.42M0.0%-2.0%0.151%
5/5/2026 Sigma Planning Corp8,920$400K0.0%-25.5%0.018%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management195,571$8.76M0.2%+9.6%0.388%
5/4/2026 HBW Advisory Services LLC33,524$1.50M0.2%+8.1%0.066%
5/4/2026 Chicago Partners Investment Group LLC140,031$6.31M0.1%+1.2%0.278%
5/2/2026 International Assets Investment Management LLC5,422$243K0.0%-22.2%0.011%
5/2/2026 Valmark Advisers Inc.59,664$2.67M0.0%+21.6%0.118%
5/1/2026 Welch & Forbes LLC631,873$28.31M0.4%-9.3%1.252%
5/1/2026 Fifth Third Bancorp40,939$1.83M0.0%N/A0.081%
5/1/2026 Simplicity Wealth LLC9,651$432K0.0%N/A0.019%
5/1/2026 Petix & Botte Co135,926$6.09M1.4%+9.5%0.269%
4/30/2026 Kestra Advisory Services LLC103,378$4.63M0.0%-12.2%0.205%
4/30/2026 Stenger Family Office LLC44,750$2.01M0.4%N/A0.089%
4/29/2026 Integrated Advisors Network LLC41,127$1.84M0.1%-31.8%0.082%
4/28/2026 Berger Financial Group Inc4,647$208K0.0%-6.3%0.009%
4/28/2026 Raleigh Capital Management Inc.660$30K0.0%N/A0.001%
4/28/2026 NBT Bank N A NY5,164$231K0.0%+11,126.1%0.010%
4/28/2026 Koshinski Asset Management Inc.22,168$993K0.1%+12.8%0.044%
4/27/2026 Private Advisor Group LLC270,060$12.10M0.1%-0.4%0.537%
4/27/2026 Sound Income Strategies LLC1,026$46K0.0%+140.3%0.002%
4/24/2026 True Blue Financial LLC58,711$2.63M2.1%+6.1%0.117%
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4/24/2026 Tcfg Wealth Management LLC22,322$1M0.4%-2.6%0.044%
4/24/2026 Wagner Wealth Management LLC38,808$1.74M0.4%-7.2%0.077%
4/24/2026 Columbia Advisory Partners LLC6,189$277K0.2%-6.0%0.012%
4/24/2026 Impact Partnership Wealth LLC48,295$2.16M0.3%+31.9%0.096%
4/23/2026 Mayflower Financial Advisors LLC11,376$510K0.1%-34.6%0.023%
4/23/2026 Capital Investment Counsel LLC443,345$19.86M2.7%-1.1%0.881%
4/23/2026 Flagstar Advisors Inc.66,935$3.00M1.1%+1.9%0.133%
4/23/2026 Asset Allocation Strategies LLC28,969$1.30M0.2%-7.2%0.058%
4/23/2026 Apollon Wealth Management LLC9,500$426K0.0%-50.7%0.019%
4/22/2026 First Financial Group Corp54,746$2.45M2.0%+1.3%0.109%
4/22/2026 Ifrah Financial Services Inc.49,549$2.22M0.6%-3.6%0.099%
4/22/2026 Janney Montgomery Scott LLC33,253$1.49M0.0%+21.8%0.066%
4/22/2026 Realta Investment Advisors7,120$319K0.1%+711,900.0%0.014%
4/22/2026 Merkkuri Wealth Advisors LLC1,878$84K0.1%N/A0.004%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC5,300$237K0.0%N/A0.011%
4/21/2026 Fairvoy Private Wealth LLC336,512$15.08M3.6%+8.7%0.669%
4/21/2026 Silver Oak Securities Incorporated22,088$990K0.1%-5.5%0.044%
4/20/2026 RFG Advisory LLC47,705$2.14M0.0%-15.2%0.095%
4/17/2026 Roxbury Financial LLC1,749$78K0.1%N/A0.003%
4/16/2026 IVC Wealth Advisors LLC5,517$247K0.1%-6.9%0.011%
4/16/2026 Triad Wealth Partners LLC6,641$298K0.0%N/A0.013%
4/15/2026 Nations Financial Group Inc. IA ADV167,055$7.48M0.4%+4.5%0.333%
4/15/2026 Aspen Investment Management Inc73,204$3.28M1.0%-1.5%0.146%
3/17/2026 Rockefeller Capital Management L.P.115,367$5.29M0.0%+8.5%0.225%
3/3/2026 WMS Group LLC90,985$4.17M5.3%N/A0.178%
2/25/2026 Thryve Wealth Management LLC83,523$3.83M1.9%N/A0.163%
2/20/2026Sunbelt Securities Inc.3,630$167K0.0%-30.0%0.007%
2/19/2026Little Harbor Advisors LLC113,261$5.20M2.7%-9.1%0.221%
2/19/2026 Plotkin Financial Advisors LLC25,640$1.18M0.6%+12.9%0.050%
2/18/2026Mercer Global Advisors Inc. ADV20,128$923K0.0%N/A0.039%
2/18/2026 Virtue Capital Management LLC688,784$31.62M0.9%+3,790.6%1.344%
2/18/2026 CacheTech Inc.161,723$7.42M1.4%+8.4%0.316%
2/18/2026NewEdge Advisors LLC307,637$14.11M0.1%+5.4%0.600%
2/18/2026 Zacks Investment Management6,322$290K0.0%+7.6%0.012%
2/18/2026 Adams Wealth Management126,980$5.83M1.2%-12.1%0.248%
2/18/2026OLD Mission Capital LLC13,489$619K0.0%-91.2%0.026%
2/18/2026 Opus Financial Solutions LLC4,460$205K0.2%N/A0.009%
2/17/2026 Integrated Advisors Network LLC60,320$2.77M0.1%-13.2%0.118%
2/17/2026 Cetera Investment Advisers437,181$20.06M0.0%+32.9%0.853%
2/17/2026 Hilltop Holdings Inc.25,690$1.18M0.1%+10.7%0.050%
2/17/2026Equitable Holdings Inc.25,467$1.17M0.0%-24.7%0.050%
2/17/2026Wealth Watch Advisors INC12,478$572K0.2%+13.2%0.024%
2/17/2026 Kovack Advisors Inc.96,182$4.41M0.2%+7.6%0.188%
2/17/2026Osaic Holdings Inc.578,982$26.56M0.0%-2.6%1.130%
2/17/2026Advisory Services Network LLC16,588$761K0.0%-4.7%0.032%
2/17/2026Tower Research Capital LLC TRC 40,887$1.88M0.0%+0.6%0.080%
2/17/2026 Private Advisor Group LLC271,259$12.45M0.1%+24.0%0.529%
2/17/2026Captrust Financial Advisors36,409$1.67M0.0%-5.0%0.071%
2/17/2026&PARTNERS61,576$2.83M0.0%+295.8%0.120%
2/17/2026Royal Bank of Canada1,550,685$71.15M0.0%+1.6%3.026%
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2/16/2026 Perryman Financial Advisory Inc. AD18,579$852K0.1%N/A0.036%
2/16/2026 MML Investors Services LLC156,649$7.19M0.0%+10.2%0.306%
2/16/2026 Mariner LLC63,766$2.93M0.0%+15.0%0.124%
2/16/2026Focus Partners Wealth650,182$29.83M0.0%N/A1.269%
2/16/2026 Integrity Financial Corp WA32,875$1.51M0.8%-6.7%0.064%
2/16/2026 Arax Advisory Partners13,889$637K0.0%N/A0.027%
2/13/2026Arete Wealth Advisors LLC44,263$2.03M0.1%-0.8%0.086%
2/13/2026 Kestra Advisory Services LLC117,698$5.40M0.0%+3.7%0.230%
2/13/2026 Stifel Financial Corp394,355$18.09M0.0%-8.7%0.769%
2/13/2026Smartleaf Asset Management LLC646$30K0.0%N/A0.001%


FTSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 398 institutional investors and hedge funds held shares of First Trust Senior Loan ETF. The most heavily invested institutionals were Morgan Stanley ($193.93M), LPL Financial LLC ($91.33M), Wells Fargo & Company MN ($83.95M), Bank of America Corp DE ($83.53M), Raymond James Financial Inc. ($71.66M), Royal Bank of Canada ($71.15M), and One Capital Management LLC ($57.95M).Learn more on First Trust Senior Loan ETF's institutional investors.

Of the 342 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: New England Private Wealth Advisors LLC ($1.78M), Raymond James Financial Inc. ($1.60M), Northwestern Mutual Wealth Management Co. ($887.62K), Virtue Capital Management LLC ($754.57K), Focus Partners Wealth ($650.18K), Jane Street Group LLC ($611.77K), and Cetera Investment Advisers ($534.40K).

Institutional investors have bought a total of 9,502,209 shares in the last 24 months. This purchase volume represents approximately $435.33M in transactions.

Of the 168 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: Virtue Capital Management LLC ($677.48K), Morgan Stanley ($335.48K), Renaissance Technologies LLC ($273.33K), Integrated Wealth Concepts LLC ($218.59K), Tower Research Capital LLC TRC ($149.44K), RFG Advisory LLC ($146.40K), and OLD Mission Capital LLC ($140.56K).

Institutional investors have sold a total of 4,553,315 shares in the last 24 months. This volume of shares sold represents approximately $208.54M in transactions.


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This page (NASDAQ:FTSL) was last updated on 5/16/2026 by MarketBeat.com Staff.
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