Free Trial
→ The roadshow starts Monday. This stock isn't ready. (From Behind the Markets) (Ad)tc pixel Free FTSL Stock Alerts

First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$44.95 -0.04 (-0.09%)
As of 06/5/2026 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)
227
Total
Institutional Inflows
(last 12 months)
$427.46M
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$234.41M
Get FTSL Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Senior Loan ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FTSL Institutional Buying and Selling by Quarter

First Trust Senior Loan ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC254,981$11.42M0.0%-17.1%0.505%
6/1/2026 Concorde Asset Management LLC73,167$3.28M1.6%N/A0.145%
5/28/2026 Cozad Asset Management Inc.11,458$513K0.0%-4.3%0.023%
5/20/2026 Arete Wealth Advisors LLC44,621$2M0.1%+0.8%0.088%
5/19/2026 Western Wealth Management LLC92,692$4.15M0.2%+370.3%0.184%
5/19/2026 NewEdge Advisors LLC103,698$4.65M0.1%-66.3%0.206%
5/19/2026 Bank of America Corp DE1,465,667$65.66M0.0%-15.9%2.905%
5/19/2026 Arkadios Wealth Advisors43,058$1.93M0.0%N/A0.085%
5/19/2026 Arete Wealth Advisors LLC44,621$2M0.1%+0.8%0.088%
5/18/2026 Royal Bank of Canada1,432,868$64.19M0.0%-7.6%2.840%
5/15/2026 Gateway Wealth Partners LLC10,108$453K0.0%N/A0.020%
5/15/2026 Waverly 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%
Trump’s New Dollar revealed (Ad)

The last time something like this happened was 1974 - a secret deal that quietly determined the financial fate of an entire generation. According to Porter Stansberry, founder of one of the largest independent financial research firms in the world, it is happening again. Fortune calls it 'the biggest change to the world's relationship with the dollar' in a generation. Stansberry says Trump's money reset - enacted through executive orders and a treaty signed by 13 nations in December 2025 called Pax Silica - could determine whether you are enriched or quietly impoverished by the shift already underway.tc pixel

Read Porter Stansberry's full briefing and find out which moves to make now
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%
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%
2/20/2026 Sunbelt Securities Inc.3,630$167K0.0%-30.0%0.007%
2/19/2026 Little 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%
2/18/2026 Mercer 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%
2/18/2026 NewEdge 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%
2/18/2026 OLD 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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
2/17/2026 Equitable Holdings Inc.25,467$1.17M0.0%-24.7%0.050%
2/17/2026 Wealth 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%
2/17/2026 Osaic Holdings Inc.578,982$26.56M0.0%-2.6%1.130%
2/17/2026 Advisory Services Network LLC16,588$761K0.0%-4.7%0.032%
2/17/2026 Tower 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%
2/17/2026 Captrust Financial Advisors36,409$1.67M0.0%-5.0%0.071%
2/17/2026 &PARTNERS61,576$2.83M0.0%+295.8%0.120%
2/17/2026 Royal Bank of Canada1,550,685$71.15M0.0%+1.6%3.026%


FTSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 396 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), Raymond James Financial Inc. ($71.66M), Bank of America Corp DE ($65.66M), Royal Bank of Canada ($64.19M), and One Capital Management LLC ($57.95M).Learn more on First Trust Senior Loan ETF's institutional investors.

Of the 340 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 Capital Investment Counsel LLC ($427.91K).

Institutional investors have bought a total of 9,333,191 shares in the last 24 months. This purchase volume represents approximately $427.46M in transactions.

Of the 170 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), Bank of America Corp DE ($341.79K), Morgan Stanley ($335.48K), Renaissance Technologies LLC ($273.33K), NewEdge Advisors LLC ($256.60K), Integrated Wealth Concepts LLC ($218.59K), and Tower Research Capital LLC TRC ($149.44K).

Institutional investors have sold a total of 5,131,618 shares in the last 24 months. This volume of shares sold represents approximately $234.41M in transactions.


Related Companies

This page (NASDAQ:FTSL) was last updated on 6/6/2026 by MarketBeat.com Staff.
From Our Partners
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
BUY THIS: Claim a backdoor stake in SpaceX before June 12
Marc Chaikin, the Wall Street veteran who spotted Nvidia before a 45,000% run, says there's a simple trade ava...
Chaikin Analytics | Sponsoredtc pixel
How to get into the SpaceX IPO before June 12
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel