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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 83.6 M +USD 14.3 M +296,280 +21%
UBS Group
2
UBS Group
Switzerland
USD 27.5 M -USD 12.7 M -262,072 -32%
Wells Fargo
3
Wells Fargo
California
USD 26.9 M +USD 6.22 M +128,666 +30%
Bank of America
4
Bank of America
North Carolina
USD 21 M +USD 2.56 M +52,932 +14%
LPL Financial
5
LPL Financial
California
USD 13.5 M +USD 2.05 M +42,401 +18%
3AM
6
3D Asset Management
Connecticut
USD 12.4 M +USD 763 k +15,785 +7%
Stifel Financial
7
Stifel Financial
Missouri
USD 11.7 M +USD 542 k +11,212 +5%
Raymond James Financial Services Advisors
8
Raymond James Financial Services Advisors
Florida
USD 8.97 M -USD 736 k -15,218 -8%
Jaffetilchin Investment Partners
9
Jaffetilchin Investment Partners
Florida
USD 8.54 M +USD 1.97 M +40,686 +30%
Telemus Capital
10
Telemus Capital
Michigan
USD 7.69 M +USD 7.66 M +158,573 Nuevas
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 7.67 M -USD 615 k -12,715 -7%
Welch & Forbes
12
Welch & Forbes
Massachusetts
USD 5.3 M +USD 4.17 M +86,180 +370%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 5.01 M -USD 2.69 M -55,669 -35%
Clearwater Capital Advisors
14
Clearwater Capital Advisors
Illinois
USD 4.99 M +USD 54.8 k +1,133 +1%
First Trust Advisors
15
First Trust Advisors
Illinois
USD 4.53 M +USD 2.23 M +46,238 +98%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 4.06 M +USD 3.4 M +70,288 +518%
Advisory Services Network
17
Advisory Services Network
Georgia
USD 3.85 M -USD 438 k -9,052 -10%
Alesco Advisors
18
Alesco Advisors
New York
USD 3.83 M -USD 72.1 k -1,491 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
USD 3.28 M +USD 3.27 M +67,733 Nuevas
Raymond James & Associates
20
Raymond James & Associates
Florida
USD 3.06 M +USD 1.86 M +38,510 +156%
Beacon Financial Group
21
Beacon Financial Group
Texas
USD 2.32 M +USD 2.31 M +47,816 Nuevas
IFP Advisors
22
IFP Advisors
Florida
USD 2.2 M +USD 108 k +2,244 +5%
MSI Financial Services
23
MSI Financial Services
Massachusetts
USD 2.07 M +USD 340 k +7,034 +20%
Baird Financial Group
24
Baird Financial Group
Wisconsin
USD 1.9 M +USD 1.1 M +22,767 +139%
Atria Investments
25
Atria Investments
North Carolina
USD 1.75 M +USD 467 k +9,655 +36%
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