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First Trust Senior Loan Fund ETF
FTSL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
226
Creative Financial Designs
Indiana
$311K +$30.3K +659 +11%
CAG
227
Csenge Advisory Group
Florida
$311K -$109K -2,379 -26%
MCM
228
Mainstay Capital Management
Michigan
$308K -$828 -18 -0.3%
CWM
229
Congress Wealth Management
Massachusetts
$305K -$1.47K -32 -0.5%
PCM
230
Presidio Capital Management
California
$303K -$8.01M -174,190 -96%
PWS
231
Proactive Wealth Strategies
Georgia
$302K +$303K +6,591 New
SEP
232
Southland Equity Partners
Missouri
$299K -$6.85K -149 -2%
AO
233
Advisor OS
Illinois
$297K -$276 -6 -0.1%
SFG
234
SevenBridge Financial Group
Pennsylvania
$290K – – –
HAC
235
Harbor Advisory Corp
New Hampshire
$289K +$290K +6,300 New
CCM
236
Chiron Capital Management
Florida
$288K – – –
LCGC
237
Legacy Capital Group California
California
$284K -$253K -5,513 -47%
AWA
238
Arkadios Wealth Advisors
Georgia
$282K +$282K +6,144 New
NB
239
NBT Bank
New York
$279K -$34.8K -757 -11%
CF
240
Centaurus Financial
California
$278K -$35.8K -778 -11%
MWM
241
Meridian Wealth Management
Kentucky
$277K -$73.1K -1,590 -21%
MWA
242
Merkkuri Wealth Advisors
New York
$266K +$16.4K +357 +7%
PTC
243
Private Trust Company
Ohio
$264K -$235K -5,103 -47%
SWP
244
Summit Wealth Partners
Florida
$261K – – –
LIG
245
Lokken Investment Group
Delaware
$261K -$5.5M -119,728 -95%
AWA
246
Acorn Wealth Advisors
Michigan
$257K -$3.91K -85 -1%
CW
247
CreativeOne Wealth
Kansas
$255K -$181K -3,939 -41%
PIA
248
Pinion Investment Advisors
Kansas
$245K – – –
PIA
249
Perennial Investment Advisors
California
$244K -$3.91K -85 -2%
SAM
250
Synergy Asset Management
Washington
$241K +$12.2K +266 +5%
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10
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