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First Trust Senior Loan Fund ETF
FTSL

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