S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
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3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities

First Trust Senior Loan ETF (FTSL) Institutional Ownership

$46.08
-0.09 (-0.19%)
(As of 04/16/2024 ET)

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)
$520.97M
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$725.24M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024RiverTree Advisors LLC127,153$5.88M3.9%-0.4%0.264%
4/16/2024Colorado Capital Management Inc.74,898$3.46M2.0%-10.4%0.156%
4/16/2024Wealth Enhancement Advisory Services LLC94,807$4.38M0.0%+0.4%0.197%
4/15/2024WealthCare Investment Partners LLC23,590$1.09M0.5%-6.1%0.049%
4/15/2024Key Client Fiduciary Advisors LLC22,280$1.03M0.5%+6.0%0.046%
4/15/2024Brookstone Capital Management11,711$541K0.0%-4.4%0.024%
4/15/2024Sunbelt Securities Inc.1,494$69K0.0%-22.4%0.003%
4/15/2024Elevated Capital Advisors LLC7,038$325K0.1%-13.3%0.015%
4/15/2024Financial Enhancement Group LLC56,100$2.59M0.4%-16.6%0.117%
4/15/2024Flagstar Advisors Inc.50,808$2.35M0.7%-18.0%0.106%
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%
2/16/2024Harbour Investments Inc.80,705$3.72M0.2%-38.4%0.171%
2/15/2024Virtue Capital Management LLC402,891$18.57M3.8%+13.3%0.855%
2/15/2024OLD Mission Capital LLC13,035$601K0.0%N/A0.028%
2/15/2024Garden State Investment Advisory Services LLC16,245$748K0.3%+16.9%0.034%
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2/15/2024Baird Financial Group Inc.118,770$5.47M0.0%-0.9%0.252%
2/15/2024Citadel Advisors LLC27,181$1.25M0.0%+199.2%0.058%
2/15/2024Comerica Bank71,705$3.30M0.0%+7.6%0.152%
2/14/2024Royal Bank of Canada2,122,058$97.76M0.0%-16.3%4.505%
2/14/2024Continuum Advisory LLC5,919$273K0.0%-11.7%0.013%
2/14/2024Kestra Advisory Services LLC347,996$16.03M0.1%+3.3%0.739%
2/14/2024Coastwise Capital Group LLC24,422$1.13M1.1%+25.3%0.052%
2/14/2024Jacobi Capital Management LLC5,196$239K0.0%-30.4%0.011%
2/14/2024Vista Investment Management8,350$385K0.2%-17.4%0.018%
2/14/2024MGO One Seven LLC7,749$357K0.0%+11.3%0.016%
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%
2/13/2024Envestnet Asset Management Inc.499,123$23.00M0.0%+44.7%1.060%
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%
2/9/2024Nations 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%
2/9/2024Cambridge Investment Research Advisors Inc.240,524$11.08M0.0%-22.4%0.511%
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%
2/8/2024Meridian Wealth Management LLC16,783$773K0.0%N/A0.036%
2/8/2024Legacy Capital Group California Inc.13,319$614K0.2%-7.2%0.028%
2/8/2024Janney Montgomery Scott LLC154,332$7.11M0.0%-9.6%0.328%
2/8/2024Hikari Tsushin Inc.207,291$9.55M0.9%N/A0.440%
2/8/2024Advisor OS LLC5,544$255K0.0%-47.2%0.012%
2/7/2024Avantax Advisory Services Inc.75,493$3.48M0.0%+54.7%0.160%
2/7/2024Private Portfolio Partners LLC43,767$2.02M0.5%+4.8%0.093%
2/7/2024Envestnet Portfolio Solutions Inc.10,064$464K0.0%+25.2%0.021%
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We explain how this event works in full right here.
2/7/2024One Capital Management LLC1,095,327$50.46M2.0%+11.6%2.326%
2/7/2024AlphaStar Capital Management LLC6,848$315K0.0%-64.1%0.015%
2/7/2024Integrity Financial Corp WA70,829$3.26M2.4%-2.4%0.150%
2/7/2024BNP Paribas Financial Markets1,111$51K0.0%N/A0.002%
2/7/2024Endowment Wealth Management Inc.32,786$1.51M1.3%+8.7%0.070%
2/7/2024Principal Securities Inc.11,331$522K0.0%N/A0.024%
2/7/2024Concourse Financial Group Securities Inc.35,931$1.66M0.1%+1.3%0.076%
2/6/2024Welch & Forbes LLC564,207$25.99M0.4%-1.9%1.198%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management146,358$6.74M0.2%-0.9%0.311%
2/6/2024Apollon Wealth Management LLC57,539$2.65M0.1%+14.6%0.122%
(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, 416 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), Morgan Stanley ($181.51M), Bank of America Corp DE ($102.04M), Royal Bank of Canada ($97.76M), LPL Financial LLC ($74.66M), UBS Group AG ($63.32M), and Wells Fargo & Company MN ($55.56M).Learn more on FTSL's institutional investors.

Which institutional investors have been buying First Trust Senior Loan ETF stock?

Of the 375 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 ($2.08M), Jane Street Group LLC ($1.36M), Royal Bank of Canada ($1.15M), UBS Group AG ($824.41K), Commonwealth Equity Services LLC ($774.80K), Wagner Wealth Management LLC ($731.66K), and Bank of America Corp DE ($723.48K).

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

Institutional investors have bought a total of 30,598,687 shares in the last 24 months. This purchase volume represents approximately $2.48B in transactions.

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

Of the 291 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: Royal Bank of Canada ($1.92M), Beacon Financial Group ($1.34M), Morgan Stanley ($1.31M), UBS Group AG ($1.31M), Wells Fargo & Company MN ($1.15M), Jane Street Group LLC ($930.58K), and Virtue Capital Management LLC ($880.83K).

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

Institutional investors have sold a total of 29,894,789 shares in the last 24 months. This volume of shares sold represents approximately $2.32B in transactions.


This page (NASDAQ:FTSL) was last updated on 4/16/2024 by MarketBeat.com Staff

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