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First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$45.00 +0.07 (+0.16%)
As of 07/17/2026 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)
223
Total
Institutional Inflows
(last 12 months)
$424.39M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$264.75M
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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
7/10/2026 Investors Research Corp28,618$1.28M0.2%-2.5%0.055%
7/10/2026 Accel Wealth Management16,678$746K0.2%-10.4%0.032%
7/9/2026 Key Client Fiduciary Advisors LLC45,125$2.02M0.6%-21.8%0.087%
7/9/2026 Yanni & Associates Investment Advisors LLC34,784$1.56M1.4%+2.1%0.067%
7/9/2026 TL Private Wealth579,910$25.97M9.5%+7.7%1.124%
7/9/2026 Flaharty Asset Management LLC64,936$2.91M4.2%-91.9%0.126%
7/8/2026 Colorado Capital Management Inc.86,128$3.85M1.3%+3.6%0.167%
7/8/2026 TrueWealth Advisors LLC23,777$1.06M0.2%-8.0%0.046%
7/8/2026 Puff Wealth Management LLC18,515$829K0.8%N/A0.036%
7/8/2026 RVW Wealth LLC7,595$340K0.0%-12.4%0.015%
7/7/2026 Quad Cities Investment Group LLC31,321$1.40M0.5%-1.1%0.061%
7/7/2026 Balefire LLC11,574$518K0.1%+13.7%0.022%
7/7/2026 Dynamic Advisor Solutions LLC43,637$1.95M0.1%+35.5%0.085%
7/7/2026 CoreCap Advisors LLC142,146$6.36M0.2%+16,467.1%0.276%
7/2/2026 CX Institutional892$40K0.0%-31.9%0.002%
7/1/2026 PVG Asset Management Corp5,045$226K0.1%-7.8%0.010%
7/1/2026 Roxbury Financial LLC2,554$114K0.1%+46.0%0.005%
6/18/2026Western Wealth Management LLC92,692$4.15M0.2%+370.3%0.184%
6/16/2026 PVG Asset Management Corp5,470$246K0.2%-9.3%0.011%
6/8/2026Pine Valley Investments Ltd Liability Co10,649$477K0.0%-11.3%0.021%
6/3/2026NewEdge Advisors LLC254,981$11.42M0.0%-17.1%0.505%
6/1/2026Concorde Asset Management LLC73,167$3.28M1.6%N/A0.145%
5/28/2026Cozad Asset Management Inc.11,458$513K0.0%-4.3%0.023%
5/20/2026Arete Wealth Advisors LLC44,621$2M0.1%+0.8%0.088%
5/19/2026Western Wealth Management LLC92,692$4.15M0.2%+370.3%0.184%
5/19/2026NewEdge Advisors LLC103,698$4.65M0.1%-66.3%0.206%
5/19/2026Bank of America Corp DE1,465,667$65.66M0.0%-15.9%2.905%
5/19/2026Arkadios Wealth Advisors43,058$1.93M0.0%N/A0.085%
5/19/2026Arete Wealth Advisors LLC44,621$2M0.1%+0.8%0.088%
5/18/2026Royal Bank of Canada1,432,868$64.19M0.0%-7.6%2.840%
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%
5/14/2026Hilltop Holdings Inc.8,725$391K0.0%-66.0%0.017%
5/14/2026 American Financial Advisors LLC11,487$515K0.1%-12.4%0.023%
5/13/2026Cetera Investment Advisers436,318$19.55M0.0%-0.2%0.865%
5/13/2026NewEdge Wealth LLC18,133$812K0.0%-19.8%0.036%
5/13/2026First Trust Advisors LP1,274,813$57.10M0.0%+15.7%2.527%
5/12/2026CacheTech Inc.153,298$6.87M1.3%-5.2%0.304%
5/7/2026Legacy Wealth Managment LLC ID35,060$1.57M0.8%+10.9%0.069%
5/7/2026 Balefire LLC10,181$456K0.1%+17.2%0.020%
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5/6/2026Annis Gardner Whiting Capital Advisors LLC3,513$157K0.0%+17.9%0.007%
5/6/2026Assetmark Inc.46,218$2.07M0.0%+121.5%0.092%
5/6/2026Oder Investment Management LLC76,964$3.45M2.6%+0.8%0.153%
5/6/2026 Independent Financial Group LLC9,192$412K0.0%N/A0.018%
5/6/2026Helium Advisors LLC15,603$699K0.7%+1.6%0.031%
5/5/2026Wealthfront Advisers LLC19,040$853K0.0%+55.9%0.038%
5/5/2026D.A. Davidson & CO.57,348$2.57M0.0%-10.2%0.114%
5/5/2026Blackhawk Capital Partners LLC46,978$2.11M0.8%-71.2%0.093%
5/5/2026Geneos Wealth Management Inc.30,172$1.35M0.0%-9.0%0.060%
5/5/2026Sanctuary Advisors LLC76,364$3.42M0.0%-2.0%0.151%
5/5/2026Sigma 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%
5/4/2026Chicago Partners Investment Group LLC140,031$6.31M0.1%+1.2%0.278%
5/2/2026International Assets Investment Management LLC5,422$243K0.0%-22.2%0.011%
5/2/2026Valmark Advisers Inc.59,664$2.67M0.0%+21.6%0.118%
5/1/2026Welch & Forbes LLC631,873$28.31M0.4%-9.3%1.252%
5/1/2026Fifth Third Bancorp40,939$1.83M0.0%N/A0.081%
5/1/2026Simplicity Wealth LLC9,651$432K0.0%N/A0.019%
5/1/2026Petix & Botte Co135,926$6.09M1.4%+9.5%0.269%
4/30/2026Kestra 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%
4/29/2026Integrated Advisors Network LLC41,127$1.84M0.1%-31.8%0.082%
4/28/2026Berger Financial Group Inc4,647$208K0.0%-6.3%0.009%
4/28/2026Raleigh Capital Management Inc.660$30K0.0%N/A0.001%
4/28/2026NBT Bank N A NY5,164$231K0.0%+11,126.1%0.010%
4/28/2026Koshinski Asset Management Inc.22,168$993K0.1%+12.8%0.044%
4/27/2026Private Advisor Group LLC270,060$12.10M0.1%-0.4%0.537%
4/27/2026Sound 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%
4/24/2026Tcfg Wealth Management LLC22,322$1M0.4%-2.6%0.044%
4/24/2026Wagner Wealth Management LLC38,808$1.74M0.4%-7.2%0.077%
4/24/2026Columbia Advisory Partners LLC6,189$277K0.2%-6.0%0.012%
4/24/2026Impact 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%
4/23/2026Asset Allocation Strategies LLC28,969$1.30M0.2%-7.2%0.058%
4/23/2026Apollon 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%
4/22/2026Ifrah Financial Services Inc.49,549$2.22M0.6%-3.6%0.099%
4/22/2026Janney Montgomery Scott LLC33,253$1.49M0.0%+21.8%0.066%
4/22/2026Realta Investment Advisors7,120$319K0.1%+711,900.0%0.014%
4/22/2026Merkkuri Wealth Advisors LLC1,878$84K0.1%N/A0.004%
4/21/2026Pinnacle 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%
4/21/2026Silver 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%
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4/16/2026Triad Wealth Partners LLC6,641$298K0.0%N/A0.013%
4/15/2026Nations 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%
3/17/2026Rockefeller Capital Management L.P.115,367$5.29M0.0%+8.5%0.225%
3/3/2026WMS Group LLC90,985$4.17M5.3%N/A0.178%
2/25/2026Thryve 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%
2/19/2026Plotkin Financial Advisors LLC25,640$1.18M0.6%+12.9%0.050%
2/18/2026Mercer Global Advisors Inc. ADV20,128$923K0.0%N/A0.039%


FTSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 391 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 331 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 9,272,999 shares in the last 24 months. This purchase volume represents approximately $424.39M in transactions.

Of the 172 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: Flaharty Asset Management LLC ($735.14K), 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), and Integrated Wealth Concepts LLC ($218.59K).

Institutional investors have sold a total of 5,811,619 shares in the last 24 months. This volume of shares sold represents approximately $264.75M in transactions.


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This page (NASDAQ:FTSL) was last updated on 7/19/2026 by MarketBeat.com Staff.
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