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First Trust Senior Loan Fund ETF
FTSL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
226
Beaumont Financial Advisors
Massachusetts
$371K -$59.4K -1,297 -14%
CWA
227
Clarus Wealth Advisors
Arizona
$370K +$367K +8,024 New
IWC
228
Integrated Wealth Concepts
Massachusetts
$362K -$99.7K -2,176 -22%
MOS
229
MGO One Seven
Ohio
$357K +$36K +787 +11%
NB
230
NBT Bank
New York
$352K +$350K +7,639 New
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$351K -$206K -4,501 -37%
DFG
232
Delta Financial Group
New Jersey
$351K +$28K +612 +9%
CAP
233
Columbia Advisory Partners
Washington
$338K -$36K -787 -10%
TA
234
TruWealth Advisors
Louisiana
$338K +$40.9K +892 +14%
IA
235
Insight Advisors
Pennsylvania
$336K -$1.6K -35 -0.5%
WC
236
Waterloo Capital
Texas
$334K +$332K +7,256 New
HH
237
Hilltop Holdings
Texas
$333K -$8.93K -195 -3%
IA
238
IFP Advisors
Florida
$330K -$235K -5,141 -42%
CCM
239
Chiron Capital Management
Florida
$326K -$59.8K -1,305 -16%
GWM
240
Gray Wealth Management
Maine
$325K -$36.6K -800 -10%
ATC
241
Argent Trust Co
Tennessee
$322K – – –
1W
242
1776 Wealth
Georgia
$322K – – –
LSA
243
Lion Street Advisors
Texas
$314K – – –
GC
244
Grimes & Company
Massachusetts
$311K +$4.72K +103 +2%
PA
245
PFG Advisors
Arizona
$310K -$14.8K -323 -5%
BAWC
246
Boyce & Associates Wealth Consulting
Texas
$304K +$10.5K +229 +4%
PIA
247
Perennial Investment Advisors
California
$303K +$7.01K +153 +2%
SWP
248
Summit Wealth Partners
Florida
$300K +$17K +371 +6%
NLP
249
Next Level Private
New York
$295K +$1.33K +29 +0.5%
WI
250
Wintrust Investments
Illinois
$286K +$2.29K +50 +0.8%
8 9
10
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