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First Trust Senior Loan Fund ETF
FTSL

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
251
Southland Equity Partners
Missouri
$296K -$4.76K -103 -2%
RIA
252
Realta Investment Advisors
Delaware
$291K +$291K +6,288 New
SFG
253
SevenBridge Financial Group
Pennsylvania
$289K – – –
AO
254
Advisor OS
Illinois
$284K -$14.7K -317 -5%
NB
255
NBT Bank
New York
$281K – – –
AWA
256
Arkadios Wealth Advisors
Georgia
$279K -$5.22K -113 -2%
UCFA
257
United Capital Financial Advisors
Texas
$276K -$67.2K -1,453 -20%
BJL
258
Brighton Jones LLC
Washington
$271K +$49.6K +1,073 +22%
MWA
259
Merkkuri Wealth Advisors
New York
$269K +$370 +8 +0.1%
SWP
260
Summit Wealth Partners
Florida
$263K – – –
PI
261
PFG Investments
New York
$263K +$31.8K +687 +14%
LIG
262
Lokken Investment Group
Delaware
$263K – – –
SI
263
Stephens Inc
Arkansas
$261K +$33.7K +730 +15%
CW
264
CreativeOne Wealth
Kansas
$259K +$1.43K +31 +0.6%
PIA
265
Perennial Investment Advisors
California
$247K +$924 +20 +0.4%
PIA
266
Pinion Investment Advisors
Kansas
$246K – – –
JCM
267
Jacobi Capital Management
Pennsylvania
$244K +$4.39K +95 +2%
PPWM
268
Perissos Private Wealth Management
Oklahoma
$240K +$240K +5,192 New
PAM
269
PVG Asset Management
Colorado
$239K +$239K +5,170 New
FA
270
Fermata Advisors
California
$239K +$239K +5,167 New
IWA
271
Inspirion Wealth Advisors
Illinois
$234K – – –
PAS
272
PKS Advisory Services
New York
$232K +$232K +5,024 New
IWA
273
Icon Wealth Advisors
Texas
$229K +$229K +4,948 New
AFP
274
Ausdal Financial Partners
Iowa
$229K +$229K +4,947 New
FLI
275
Family Legacy Inc
South Carolina
$227K +$416 +9 +0.2%
9 10
11
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