Free Trial
→ Did you grab your copy yet? (From Profits Run) (Ad)tc pixel Free FTSL Stock Alerts

First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$44.57 -0.06 (-0.13%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$44.44 -0.13 (-0.28%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
209
Total
Institutional Inflows
(last 12 months)
$408.30M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$225.19M
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
10/13/2026Accel Wealth Management14,721$656K0.1%-11.7%0.026%
10/10/2026Sacks & Associates LLC104,930$4.68M3.3%N/A0.188%
10/10/2026Castleview Partners LLC6,472$288K0.1%+10.6%0.012%
10/9/2026Balefire LLC13,626$607K0.1%+17.7%0.024%
10/9/2026Thryve Wealth Management LLC66,320$2.96M1.6%-2.2%0.119%
10/8/2026Farther Finance Advisors LLC10,598$472K0.0%-51.3%0.019%
10/8/2026CoreCap Advisors LLC181,832$8.10M0.2%+27.9%0.334%
10/8/2026Puff Wealth Management LLC15,378$685K0.7%-16.9%0.028%
10/7/2026Investors Research Corp27,870$1.24M0.2%-2.6%0.051%
10/7/2026Rhodes Investment Advisors Inc. ADV6,475$289K0.2%N/A0.012%
10/1/2026 Roxbury Financial LLC3,019$135K0.1%+18.2%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.39,043$1.75M0.0%+1.8%0.072%
9/23/2026Envestnet Asset Management Inc.884,010$39.56M0.0%+5.6%1.627%
9/11/2026Bullseye Investment Management LLC2,442$109K0.1%N/A0.005%
9/9/2026Capital Analysts LLC10,448$468K0.0%+5.5%0.020%
9/9/2026Pinnacle Wealth Management Advisory Group LLC15,000$671K0.0%+183.0%0.029%
9/9/2026Integrated Wealth Concepts LLC6,388$286K0.0%+4.4%0.012%
9/9/2026RFG Advisory LLC56,871$2.55M0.0%+19.2%0.110%
9/9/2026NewEdge Advisors LLC300,787$13.46M0.0%+18.0%0.581%
9/9/2026IFP Advisors Inc6,774$303K0.0%-70.2%0.013%
9/9/2026Baird Financial Group Inc.13,387$599K0.0%+15.0%0.026%
9/8/2026Waverly Advisors LLC47,524$2.13M0.0%-0.8%0.092%
9/2/2026Kinetic Wealth Investment Advisors LLC5,555$249K0.1%N/A0.011%
8/27/2026Tucker Asset Management LLC1,843$82K0.0%+1,925.3%0.004%
8/23/2026Ameritas Advisory Services LLC23,311$1.04M0.0%+76.9%0.045%
8/23/2026PCG Wealth Advisors LLC88,716$3.97M0.9%-0.6%0.171%
8/23/2026Nilsine Partners LLC212,769$9.52M0.7%+3.0%0.411%
8/23/2026Asset Allocation Strategies LLC28,410$1.27M0.2%-1.9%0.055%
8/22/2026Compass Financial Management LLC27,086$1.21M0.1%N/A0.052%
8/22/2026BAM Wealth Management LLC10,312$461K0.3%+46.8%0.020%
8/22/2026Legacy Wealth Managment LLC ID24,990$1.12M0.5%-28.7%0.048%
8/22/2026Concurrent Investment Advisors LLC593,455$26.56M0.2%+107.3%1.146%
8/21/2026Integrity Financial Corp WA23,410$1.05M0.5%-24.3%0.045%
8/21/2026Andina Capital Management LLC26,124$1.17M1.9%N/A0.050%
8/21/2026Fairway Financial LLC136,173$6.09M4.2%+2.9%0.263%
8/21/2026Continuum Advisory LLC616$28K0.0%N/A0.001%
8/21/2026Murphy Middleton Hinkle & Parker Inc.34,707$1.55M0.6%-3.1%0.067%
8/20/2026RPg Family Wealth Advisory LLC164,965$7.38M1.2%+1.9%0.318%
8/12/2026Compass Financial Management LLC27,086$1.21M0.1%N/A0.052%
7/10/2026Investors Research Corp28,618$1.28M0.2%-2.5%0.055%
Did you grab your copy yet? (Ad)

Bill Poulos's Top 10 Stocks to Buy This Quarter report is still available free, but not for long. Every quarter he swaps in a brand-new list, and once the new edition launches, this one disappears. Investors who want a current snapshot of his picks should grab a copy now and save it before the switch happens.tc pixel

Download your free copy before the new quarter's list replaces it
7/10/2026Accel Wealth Management16,678$746K0.2%-10.4%0.032%
7/9/2026Key Client Fiduciary Advisors LLC45,125$2.02M0.6%-21.8%0.087%
7/9/2026Yanni & Associates Investment Advisors LLC34,784$1.56M1.4%+2.1%0.067%
7/9/2026TL Private Wealth579,910$25.97M9.5%+7.7%1.124%
7/9/2026Flaharty Asset Management LLC64,936$2.91M4.2%-91.9%0.126%
7/8/2026Colorado Capital Management Inc.86,128$3.85M1.3%+3.6%0.167%
7/8/2026TrueWealth Advisors LLC23,777$1.06M0.2%-8.0%0.046%
7/8/2026Puff Wealth Management LLC18,515$829K0.8%N/A0.036%
7/8/2026RVW Wealth LLC7,595$340K0.0%-12.4%0.015%
7/7/2026Quad Cities Investment Group LLC31,321$1.40M0.5%-1.1%0.061%
7/7/2026Balefire LLC11,574$518K0.1%+13.7%0.022%
7/7/2026Dynamic Advisor Solutions LLC43,637$1.95M0.1%+35.5%0.085%
7/7/2026CoreCap Advisors LLC142,146$6.36M0.2%+16,467.1%0.276%
7/2/2026 CX Institutional892$40K0.0%-31.9%0.002%
7/1/2026PVG 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%
6/16/2026PVG 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%
5/14/2026American 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%
5/7/2026Balefire LLC10,181$456K0.1%+17.2%0.020%
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%
5/6/2026Independent 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%
Trump's crypto bank just got approved (Ad)

Last month I told investors that a Trump-backed crypto bank could be approved any day. On August 14, it was. Federal regulators granted conditional approval to World Liberty Trust Company… a nationally chartered trust bank tied to the Trump family's crypto venture. Most investors still haven't processed what that means. This bank exists to do one thing. Issue, redeem, custody and back USD1… the stablecoin that has now crossed $4 billion in circulation. The bank isn't operating yet. There are conditions to satisfy first… capital minimums, an audit manager, a sign-off on the business plan. Which means the money hasn't moved yet.tc pixel

Get my #1 coin for the Trump bull run.
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management195,571$8.76M0.2%+9.6%0.388%
5/4/2026HBW 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%


FTSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 381 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 320 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), Concurrent Investment Advisors LLC ($631.16K), and Jane Street Group LLC ($611.77K).

Institutional investors have bought a total of 8,940,048 shares in the last 24 months. This purchase volume represents approximately $408.30M in transactions.

Of the 150 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 ($582.19K), Morgan Stanley ($335.48K), Bank of America Corp DE ($330.90K), Renaissance Technologies LLC ($273.33K), NewEdge Advisors LLC ($256.60K), and Integrated Wealth Concepts LLC ($218.59K).

Institutional investors have sold a total of 4,950,797 shares in the last 24 months. This volume of shares sold represents approximately $225.19M in transactions.


Related Companies

Institutional ownership data for NASDAQ:FTSL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
This little-known gold fund distributes cash every Friday
Gold pays no dividends, no interest, no yield - it just sits there. Yet investors are reportedly collecting up...
Investors Alley | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
My next big call (under $1)
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel