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First Trust Senior Loan Fund ETF
FTSL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 220 M +USD 6.24 M +138,578 +3%
LPL Financial
2
LPL Financial
California
USD 125 M +USD 12.1 M +268,241 +11%
Wells Fargo
3
Wells Fargo
California
USD 74.7 M +USD 607 k +13,489 +0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 67.3 M +USD 3.16 M +70,230 +5%
Bank of America
5
Bank of America
North Carolina
USD 65.7 M +USD 73.9 k +1,641 +0.1%
One Capital Management
6
One Capital Management
California
USD 64.5 M – – –
Raymond James Financial
7
Raymond James Financial
Florida
USD 64.4 M +USD 3.39 M +75,297 +6%
First Trust Advisors
8
First Trust Advisors
Illinois
USD 58 M +USD 1.05 M +23,251 +2%
UBS Group
9
UBS Group
Switzerland
USD 42 M +USD 257 k +5,706 +0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 39.6 M +USD 2.12 M +47,005 +6%
Modern Wealth Management
11
Modern Wealth Management
Kansas
USD 34.3 M +USD 34.5 M +767,322 Nuevas
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
USD 29.9 M +USD 96 k +2,133 +0.3%
Virtue Capital Management
13
Virtue Capital Management
Tennessee
USD 28.5 M -USD 5.51 M -122,469 -16%
Welch & Forbes
14
Welch & Forbes
Massachusetts
USD 26.7 M -USD 1.56 M -34,722 -5%
Concurrent Investment Advisors
15
Concurrent Investment Advisors
Florida
USD 26.6 M +USD 13.8 M +307,204 +107%
TPW
16
TL Private Wealth
Texas
USD 26 M +USD 1.87 M +41,544 +8%
Hikari Tsushin Inc
17
Hikari Tsushin Inc
Japan
USD 25.5 M – – –
Cyndeo Wealth Partners
18
Cyndeo Wealth Partners
Florida
USD 21 M +USD 968 k +21,512 +5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
USD 20.4 M +USD 844 k +18,756 +4%
Capital Investment Counsel (Colorado)
20
Capital Investment Counsel (Colorado)
Colorado
USD 19.7 M -USD 186 k -4,124 -0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
USD 16.9 M +USD 3.48 M +77,335 +26%
Stifel Financial
22
Stifel Financial
Missouri
USD 16.2 M -USD 461 k -10,232 -3%
FPW
23
Fairvoy Private Wealth
Alabama
USD 16.1 M +USD 1.02 M +22,672 +7%
HAC
24
Harbor Advisory Corp
New Hampshire
USD 14.7 M +USD 290 k +6,437 +2%
NewEdge Advisors
25
NewEdge Advisors
Louisiana
USD 13.5 M +USD 2.06 M +45,806 +18%
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