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First Trust Senior Loan Fund ETF
FTSL

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
226
Orion Portfolio Solutions
Nebraska
$464K -$3K -67 -0.6%
CP
227
Castleview Partners
Texas
$460K +$60K +1,340 +15%
CCM
228
Chiron Capital Management
Florida
$452K -$541K -12,083 -54%
AWM
229
Adams Wealth Management
Utah
$446K -$234K -5,214 -34%
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$436K -$37.6K -840 -8%
CAP
231
Columbia Advisory Partners
Washington
$425K -$85.5K -1,907 -17%
MOS
232
MGO One Seven
Ohio
$423K -$127K -2,831 -23%
JCM
233
Jacobi Capital Management
Pennsylvania
$407K -$30.1K -671 -7%
SWM
234
SeaCrest Wealth Management
New York
$406K – – –
HAS
235
HBW Advisory Services
California
$396K +$18.1K +403 +5%
PAG
236
Private Advisor Group
New Jersey
$394K -$2.01M -44,830 -22%
IP
237
Ignite Planners
California
$385K -$306K -6,820 -11%
CAS
238
Coppell Advisory Solutions
Texas
$384K +$385K +8,603 New
CASC
239
Coppell Advisory Solutions Corp
Texas
$384K +$385K +8,603 New
AWG
240
Altus Wealth Group
Colorado
$375K +$377K +8,420 New
PA
241
PFG Advisors
Arizona
$371K -$26.8K -599 -7%
MWM
242
McNaughton Wealth Management
California
$371K -$250K -5,581 -40%
SEP
243
Southland Equity Partners
Missouri
$364K -$11.3K -252 -3%
VAS
244
Vestmark Advisory Solutions
Massachusetts
$359K -$121K -2,701 -25%
GWM
245
Gray Wealth Management
Maine
$345K -$42.3K -945 -11%
AIC
246
Archer Investment Corporation
Indiana
$342K +$10.2K +228 +3%
BCI
247
Brinker Capital Investments
Pennsylvania
$328K – – –
CWM
248
Congress Wealth Management
Massachusetts
$314K -$15.5K -345 -5%
ATC
249
Argent Trust Co
Tennessee
$312K – – –
1W
250
1776 Wealth
Georgia
$312K – – –
8 9
10
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