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First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$46.18 +0.22 (+0.47%)
Closing price 07/3/2025 01:31 PM Eastern
Extended Trading
$46.13 -0.04 (-0.10%)
As of 07/3/2025 04:07 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 Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Senior Loan ETF (NASDAQ:FTSL)

Number of
Institutional Buyers
(last 12 months)
243
Total
Institutional Inflows
(last 12 months)
$483.88M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$173.34M
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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
7/3/2025 TrueWealth Advisors LLC138,403$6.35M1.9%+14.4%0.268%
7/2/2025 HBW Advisory Services LLC17,700$812K0.1%+7.3%0.034%
6/27/2025Goldman Sachs Group Inc.115,095$5.25M0.0%N/A0.221%
5/27/2025Jacobi Capital Management LLC6,624$302K0.0%+25.6%0.013%
5/22/2025WBI Investments LLC6,583$301K0.1%-82.9%0.013%
5/21/2025Geneos Wealth Management Inc.103,841$4.74M0.2%+358.8%0.201%
5/20/2025Flaharty Asset Management LLC715,752$32.67M4.7%-5.2%1.388%
5/20/2025Strive Asset Management LLC53,198$2.43M1.7%+163.0%0.103%
5/20/2025Aspen Investment Management Inc83,364$3.81M1.8%+2.0%0.162%
5/19/2025Jane Street Group LLC241,789$11.04M0.0%N/A0.469%
5/19/2025SageView Advisory Group LLC63,311$2.89M0.1%-4.5%0.123%
5/16/2025Coppell Advisory Solutions LLC42,073$1.92M0.2%-33.3%0.082%
5/16/2025Arete Wealth Advisors LLC42,390$1.94M0.1%+1.2%0.082%
5/16/2025Goldman Sachs Group Inc.115,095$5.25M0.0%N/A0.223%
5/16/2025Jones Financial Companies Lllp51,756$2.36M0.0%+495.6%0.100%
5/16/2025Legacy Wealth Managment LLC ID41,792$1.91M1.3%-17.5%0.081%
5/16/2025Plotkin Financial Advisors LLC12,431$567K0.3%+30.6%0.024%
5/16/2025NewEdge Advisors LLC273,160$12.47M0.1%+40.6%0.530%
5/16/2025Integrated Wealth Concepts LLC219,136$10.00M0.1%+6.9%0.425%
5/15/2025Capital Investment Counsel LLC322,679$14.73M2.4%+17.7%0.626%
5/15/2025Royal Bank of Canada1,574,414$71.87M0.0%-0.7%3.054%
5/15/2025Betterment LLC8,216$375K0.0%N/A0.016%
5/15/2025Baird Financial Group Inc.100,810$4.60M0.0%+19.7%0.196%
5/14/2025CreativeOne Wealth LLC7,303$333K0.0%+30.6%0.014%
5/14/2025CNO Financial Group Inc.152,000$6.94M5.8%N/A0.295%
5/14/2025PKS Advisory Services LLC5,683$259K0.1%+13.1%0.011%
5/14/2025Jane Street Group LLC241,789$11.04M0.0%N/A0.469%
5/14/2025Comerica Bank55,417$2.53M0.0%+9.4%0.108%
5/14/2025RPg Family Wealth Advisory LLC153,995$7.03M2.0%+13.0%0.299%
5/14/2025Northwestern Mutual Wealth Management Co.13,239$604K0.0%-9.3%0.026%
5/14/2025Trinity Legacy Partners LLC73,632$3.38M0.9%-6.4%0.143%
5/14/2025Kestra Advisory Services LLC75,432$3.44M0.0%-4.8%0.146%
5/14/2025Purus Wealth Management LLC8,220$375K0.2%-4.1%0.016%
5/14/2025CW Advisors LLC21,997$1.01M0.0%+233.1%0.043%
5/14/2025Flow Traders U.S. LLC13,849$632K0.0%N/A0.027%
5/14/2025Capital Analysts LLC10,104$461K0.0%+5.9%0.020%
5/14/2025Venture Visionary Partners LLC10,185$465K0.0%-50.0%0.020%
5/14/2025JT Stratford LLC15,655$715K0.1%+48.0%0.030%
5/14/2025Petix & Botte Co77,753$3.55M0.9%+45.8%0.151%
5/13/2025Sand Hill Global Advisors LLC18,351$838K0.0%N/A0.036%
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5/13/2025CacheTech Inc.143,470$6.32M1.2%-6.9%0.278%
5/13/2025Adams Wealth Management138,417$6.32M1.2%-10.2%0.269%
5/13/2025Raymond James Financial Inc.1,539,336$70.27M0.0%+6.4%2.986%
5/13/2025Oder Investment Management LLC73,115$3.34M2.8%+15.1%0.142%
5/13/2025Nations Financial Group Inc. IA ADV97,783$4.46M0.3%+5.9%0.190%
5/13/2025Harbor Advisory Corp MA128,074$5.85M2.0%+10.2%0.248%
5/13/2025Trivium Point Advisory LLC48,938$2.23M0.3%-0.8%0.095%
5/13/2025Kovitz Investment Group Partners LLC641,010$29.26M0.1%+9.8%1.243%
5/13/2025Vestmark Advisory Solutions Inc.42,073$1.92M0.0%+3.4%0.082%
5/13/2025Financial Network Wealth Advisors LLC3,023$138K0.2%N/A0.006%
5/13/2025Prudential PLC69,750$3.18M0.0%+15.2%0.135%
5/13/2025HighTower Advisors LLC97,566$4.45M0.0%+35.7%0.189%
5/12/2025Integrity Financial Corp WA83,426$3.81M2.2%-0.7%0.162%
5/9/2025Chicago Partners Investment Group LLC155,660$7.11M0.2%+2.5%0.302%
5/9/2025Exencial Wealth Advisors LLC99,911$4.56M0.2%-1.7%0.194%
5/9/2025Endowment Wealth Management Inc.41,089$1.88M1.2%+14.1%0.080%
5/9/2025Atria Wealth Solutions Inc.37,287$1.70M0.0%-10.0%0.072%
5/9/2025L & S Advisors Inc17,974$820K0.1%-2.3%0.035%
5/8/2025IFG Advisory LLC7,464$341K0.0%+4.9%0.014%
5/8/2025Moors & Cabot Inc.20,990$958K0.0%+7.2%0.041%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management131,040$5.98M0.2%-2.5%0.254%
5/8/2025Harbour Investments Inc.117,511$5.36M0.2%+158.0%0.228%
5/8/2025RVW Wealth LLC8,668$396K0.0%-65.5%0.017%
5/8/2025Private Advisory Group LLC57,583$2.63M0.3%-1.6%0.112%
5/8/2025Geneos Wealth Management Inc.114,334$5.22M0.1%+405.1%0.222%
5/7/2025MJT & Associates Financial Advisory Group Inc.3,590$164K0.2%N/A0.007%
5/7/2025Prosperity Consulting Group LLC39,337$1.80M0.1%-7.5%0.076%
5/7/2025LPL Financial LLC1,976,404$90.22M0.0%+3.0%3.834%
5/7/2025First Heartland Consultants Inc.49,654$2.27M0.2%-0.5%0.096%
5/6/2025Assetmark Inc.46,967$2.14M0.0%-5.6%0.091%
5/6/2025ShoreHaven Wealth Partners LLC36,742$1.68M0.8%-8.7%0.071%
5/6/2025Cetera Investment Advisers424,613$19.38M0.0%+60.2%0.824%
5/6/2025Advisor OS LLC5,315$243K0.0%-13.6%0.010%
5/6/2025Kovack Advisors Inc.91,241$4.17M0.4%+5.5%0.177%
5/6/2025AE Wealth Management LLC14,825$677K0.0%+34.5%0.029%
5/6/2025Wedbush Securities Inc.12,718$581K0.0%+62.9%0.025%
5/6/2025Summit Wealth Partners LLC5,396$246K0.0%-5.3%0.010%
5/6/2025PFG Advisors7,910$361K0.0%+9.3%0.015%
5/5/2025OneAscent Wealth Management LLC48,039$2.19M1.0%+22.5%0.093%
5/5/2025Coastwise Capital Group LLC51,363$2.35M2.0%-10.0%0.100%
5/5/2025J.W. Cole Advisors Inc.78,085$3.57M0.1%+5.4%0.151%
5/5/2025IFP Advisors Inc18,867$861K0.0%-20.6%0.037%
5/5/2025PCG Wealth Advisors LLC42,821$1.96M0.7%+2.3%0.083%
5/5/2025Mainstay Capital Management LLC ADV5,510$252K0.0%-23.4%0.011%
5/5/2025Private Advisor Group LLC108,096$4.94M0.0%+26.6%0.210%
5/2/2025Midwest Heritage Bank FSB21,908$1M0.4%-59.8%0.043%
5/2/2025Kingsview Wealth Management LLC67,038$3.06M0.1%+21.9%0.130%
5/2/2025Legacy Capital Wealth Partners LLC24,975$1.14M0.2%-28.1%0.049%
5/2/2025Welch & Forbes LLC660,334$30.14M0.4%+4.3%1.283%
5/2/2025Wealthfront Advisers LLC12,588$575K0.0%-32.5%0.024%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/2/2025Boyce & Associates Wealth Consulting Inc.24,589$1.12M1.1%+9.1%0.048%
5/2/2025Apollon Wealth Management LLC17,270$788K0.0%+106.2%0.034%
5/2/2025Sigma Planning Corp14,792$675K0.0%-4.7%0.029%
5/1/2025CWM LLC343,542$15.68M0.1%+6.2%0.668%
5/1/2025Stephens Inc. AR5,321$243K0.0%-5.8%0.010%
5/1/2025Curtis Advisory Group LLC20,183$921K0.3%+62.3%0.039%
5/1/2025Realta Investment Advisors6,603$301K0.1%+5.0%0.013%
5/1/2025American Financial Advisors LLC34,071$1.56M0.2%-4.3%0.066%
5/1/2025Fifth Third Securities Inc.73,932$3.38M0.3%+5.1%0.144%
4/30/2025Moloney Securities Asset Management LLC55,109$2.52M0.3%+3.0%0.107%
(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, 383 institutional investors and hedge funds held shares of First Trust Senior Loan ETF. The most heavily invested institutionals were LPL Financial LLC ($90.22M), Bank of America Corp DE ($86.06M), Royal Bank of Canada ($71.87M), Raymond James Financial Inc. ($70.27M), Wells Fargo & Company MN ($69.65M), UBS Group AG ($63.32M), and First Trust Advisors LP ($51.44M).Learn more on First Trust Senior Loan ETF's institutional investors.

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

Of the 325 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: Raymond James Financial Inc. ($1.54M), International Assets Investment Management LLC ($772.02K), Osaic Holdings Inc. ($517.92K), Jane Street Group LLC ($508.63K), Global Assets Advisory LLC ($495.52K), LPL Financial LLC ($476.28K), and Cetera Investment Advisers ($428.76K).

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

Institutional investors have bought a total of 10,525,481 shares in the last 24 months. This purchase volume represents approximately $483.88M in transactions.

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

Of the 164 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: LPL Financial LLC ($372.14K), International Assets Investment Management LLC ($332.22K), Renaissance Technologies LLC ($331.50K), Truist Financial Corp ($312.66K), Envestnet Asset Management Inc. ($242.54K), Presidio Capital Management LLC ($174.19K), and Royal Bank of Canada ($140.79K).

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

Institutional investors have sold a total of 3,771,729 shares in the last 24 months. This volume of shares sold represents approximately $173.34M in transactions.


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This page (NASDAQ:FTSL) was last updated on 7/5/2025 by MarketBeat.com Staff
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