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First Trust Senior Loan ETF (FTSL) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
201
Total
Institutional Inflows
(last 12 months)
$434.58M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$529.72M
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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
4/25/2024Capital Investment Advisory Services LLC32,003$1.48M0.2%+12.4%0.066%
4/25/2024Eudaimonia Partners LLC31,439$1.45M0.3%N/A0.065%
4/25/2024Eudaimonia Advisors LLC18,294$845K0.4%N/A0.038%
4/25/2024Presidio Capital Management LLC178,060$8.23M6.0%+14.3%0.368%
4/25/2024 Cambridge Investment Research Advisors Inc.188,331$8.70M0.0%-21.7%0.390%
4/24/2024 Family Legacy Inc.4,941$228K0.1%-11.3%0.010%
4/24/2024 Trinity Legacy Partners LLC49,917$2.31M0.7%-4.6%0.103%
4/24/2024 NBT Bank N A NY7,237$334K0.0%-5.3%0.015%
4/24/2024 Spire Wealth Management3,856$178K0.0%-9.6%0.008%
4/24/2024 Midwest Heritage Bank FSB115,951$5.36M2.8%+18.8%0.240%
4/23/2024 Global Retirement Partners LLC3,720$172K0.0%-24.7%0.008%
4/23/2024 Twin Peaks Wealth Advisors LLC46,014$2.13M1.2%-13.1%0.095%
4/23/2024 Cherry Creek Investment Advisors Inc.183,863$8.50M4.6%+3.0%0.381%
4/23/2024 Nations Financial Group Inc. IA ADV73,584$3.40M0.3%+6.8%0.153%
4/23/2024 TrueWealth Advisors LLC82,496$3.81M1.5%+471.6%0.171%
4/23/2024 Strategic Blueprint LLC13,778$637K0.0%+6.1%0.029%
4/23/2024 Raymond James Financial Services Advisors Inc.753,742$34.83M0.1%-18.2%1.562%
4/22/2024 American Financial Advisors LLC61,597$2.85M0.4%-2.0%0.128%
4/22/2024 Nilsine Partners LLC145,187$6.71M0.9%+2.2%0.301%
4/22/2024 Raymond James & Associates501,176$23.16M0.0%+3.9%1.039%
4/22/2024 Aurora Private Wealth Inc.72,166$3.33M2.9%+12.7%0.150%
4/22/2024 Edge Financial Advisors LLC9,610$444K0.4%N/A0.020%
4/19/2024 Capital Wealth Management LLC11,860$548K0.3%-72.5%0.025%
4/19/2024 Kovack Advisors Inc.66,760$3.09M0.4%+17.3%0.139%
4/19/2024 PCG Wealth Advisors LLC37,570$1.74M0.8%+11.8%0.078%
4/19/2024 Lake Street Private Wealth LLC133,265$6.16M0.9%+5.1%0.277%
4/19/2024 IVC Wealth Advisors LLC12,219$565K0.3%-5.3%0.025%
4/18/2024 Tower Wealth Partners Inc.197,725$9.14M5.9%+3.0%0.411%
4/18/2024 Saxon Interests Inc.47,042$2.17M1.0%-1.9%0.098%
4/18/2024 Miracle Mile Advisors LLC15,410$712K0.0%-56.9%0.032%
4/16/2024 RiverTree Advisors LLC127,153$5.88M3.9%-0.4%0.264%
4/16/2024 Colorado Capital Management Inc.74,898$3.46M2.0%-10.4%0.156%
4/16/2024 Wealth Enhancement Advisory Services LLC94,807$4.38M0.0%+0.4%0.197%
4/15/2024 WealthCare Investment Partners LLC23,590$1.09M0.5%-6.1%0.049%
4/15/2024 Key Client Fiduciary Advisors LLC22,280$1.03M0.5%+6.0%0.046%
4/15/2024 Brookstone Capital Management11,711$541K0.0%-4.4%0.024%
4/15/2024 Sunbelt Securities Inc.1,494$69K0.0%-22.4%0.003%
4/15/2024 Elevated Capital Advisors LLC7,038$325K0.1%-13.3%0.015%
4/15/2024 Financial Enhancement Group LLC56,100$2.59M0.4%-16.6%0.117%
4/15/2024 Flagstar Advisors Inc.50,808$2.35M0.7%-18.0%0.106%
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4/13/2024 Inspirion Wealth Advisors LLC8,215$380K0.1%-5.8%0.017%
4/13/2024 Quad Cities Investment Group LLC25,980$1.20M0.7%-11.3%0.054%
4/12/2024 Dynamic Advisor Solutions LLC30,389$1.40M0.0%-8.5%0.064%
4/12/2024 McNaughton Wealth Management LLC61,624$2.85M1.6%+4.9%0.129%
4/12/2024 Global Assets Advisory LLC476,116$22.00M0.1%+4,518.0%0.995%
4/12/2024 Southland Equity Partners LLC6,897$319K0.1%-27.9%0.014%
4/11/2024 International Assets Investment Management LLC8,567$396K0.0%-12.8%0.018%
4/11/2024 Murphy Middleton Hinkle & Parker Inc.41,496$1.92M1.1%-6.8%0.087%
4/11/2024 &PARTNERS13,347$617K0.1%N/A0.028%
4/11/2024 RFG Advisory LLC165,796$7.66M0.3%+7.9%0.346%
4/10/2024 Park Avenue Securities LLC37,375$1.73M0.0%+23.3%0.079%
4/10/2024 TL Private Wealth464,284$21.48M10.6%+4.8%0.978%
4/10/2024 EWG Elevate Inc.41,810$1.93M0.7%+5.4%0.088%
4/10/2024 BKA Wealth Consulting Inc.7,025$325K0.4%+6.5%0.015%
4/8/2024 RVW Wealth LLC24,534$1.13M0.1%-13.8%0.052%
3/15/2024B. Riley Wealth Advisors Inc.50,833$2.34M0.1%-4.0%0.108%
3/8/2024ICA Group Wealth Management LLC37,537$1.73M0.4%-9.4%0.080%
3/6/2024SageView Advisory Group LLC76,983$3.53M0.1%-0.6%0.163%
3/6/2024Willner & Heller LLC5,261$242K0.3%N/A0.011%
3/4/2024Richardson Financial Services Inc.4,871$224K0.2%N/A0.010%
3/1/2024Creekmur Asset Management LLC45,057$2.08M0.6%N/A0.096%
2/26/2024Centaurus Financial Inc.5,458$251K0.0%-21.8%0.012%
2/26/2024Integrated Advisors Network LLC77,091$3.55M0.2%-19.3%0.164%
2/23/2024Chicago Partners Investment Group LLC128,605$5.89M0.3%+8.9%0.273%
2/23/2024Beacon Financial Group24,868$1.15M0.1%-88.0%0.053%
2/16/2024SageView Advisory Group LLC76,983$3.53M0.1%-0.6%0.163%
2/15/2024Garden State Investment Advisory Services LLC16,245$748K0.3%+16.9%0.034%
2/14/2024Coastwise Capital Group LLC24,422$1.13M1.1%+25.3%0.052%
2/14/2024Vista Investment Management8,350$385K0.2%-17.4%0.018%
2/14/2024Asset Allocation Strategies LLC106,820$4.92M1.9%-7.1%0.227%
2/14/2024Waterloo Capital L.P.7,256$334K0.1%N/A0.015%
2/14/2024Prudential PLC66,200$3.05M0.0%-2.9%0.141%
2/13/2024Lokken Investment Group LLC128,800$5.93M3.4%+1.9%0.273%
2/13/2024Exencial Wealth Advisors LLC23,829$1.10M0.0%+55.6%0.051%
2/13/2024Cetera Advisor Networks LLC149,259$6.88M0.0%-0.3%0.317%
2/13/2024Oppenheimer & Co. Inc.37,627$1.73M0.0%-4.2%0.080%
2/13/2024First Trust Advisors LP668,282$30.78M0.0%+0.1%1.419%
2/13/2024TFG Advisers LLC8,419$388K0.2%N/A0.018%
2/12/2024Adams Wealth Management82,469$3.80M1.1%+26.4%0.175%
2/12/2024Chiron Capital Management LLC7,080$326K0.3%-15.6%0.015%
2/12/2024Harvest Investment Services LLC37,126$1.71M0.8%+37.1%0.079%
2/12/2024StoneX Group Inc.19,303$890K0.1%-11.5%0.041%
2/12/2024Fiduciary Trust Co51,358$2.37M0.0%N/A0.109%
2/12/2024Stifel Financial Corp380,714$17.54M0.0%-16.2%0.808%
2/12/2024Steward Partners Investment Advisory LLC104,089$4.80M0.1%+4.3%0.221%
2/12/2024Pine Valley Investments Ltd Liability Co17,839$822K0.1%-4.1%0.038%
2/9/2024 Nations Financial Group Inc. IA ADV68,890$3.17M0.3%+4.0%0.146%
2/9/2024LWS Wealth Advisors Inc.4,601$212K0.1%N/A0.010%
2/9/2024SageView Advisory Group LLC76,983$3.53M0.1%-0.6%0.163%
2/9/2024 Cambridge Investment Research Advisors Inc.240,524$11.08M0.0%-22.4%0.511%
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2/9/2024Tidemark LLC710$33K0.0%N/A0.002%
2/9/2024Assetmark Inc.770$35K0.0%+189.5%0.002%
2/9/2024D.A. Davidson & CO.23,480$1.08M0.0%-2.2%0.050%
2/9/2024Sachetta LLC1,330$61K0.0%N/A0.003%
2/9/2024Wells Fargo & Company MN1,205,951$55.56M0.0%-17.3%2.560%
2/9/2024Gladstone Institutional Advisory LLC80,809$3.72M0.2%+34.7%0.172%
2/9/2024UBS Group AG1,374,490$63.32M0.0%+2.2%2.918%
2/8/2024Financial Advocates Investment Management4,485$207K0.0%N/A0.010%
2/8/2024First Heartland Consultants Inc.54,171$2.50M0.3%-3.2%0.115%
2/8/2024Kingsview Wealth Management LLC49,017$2.26M0.1%-24.6%0.104%
(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, 400 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 351 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), Commonwealth Equity Services LLC ($774.80K), Wagner Wealth Management LLC ($731.66K), Connectus Wealth LLC ($714.08K), Bank of America Corp DE ($652.61K), TruWealth Advisors LLC ($586.31K), and Blue Chip Partners Inc. ($580.18K).

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

Institutional investors have bought a total of 24,698,066 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

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

Of the 274 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), Virtue Capital Management LLC ($880.83K), LPL Financial LLC ($855.67K), Envestnet Asset Management Inc. ($755.59K), TruWealth Advisors LLC ($744.68K), and Commonwealth Equity Services LLC ($632.69K).

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

Institutional investors have sold a total of 23,134,315 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


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This page (NASDAQ:FTSL) was last updated on 4/25/2024 by MarketBeat.com Staff

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