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First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IMG Wealth Management
Florida
$9.22K – – –
RFA
302
Reyes Financial Architecture
California
$7.8K -$1.38K -30 -15%
FHA
303
Flagship Harbor Advisors
Massachusetts
$7.46K +$7.43K +162 New
TFGT
304
TS Financial Group (TSFG)
Illinois
$6K +$138 +3 +2%
FFA
305
Founders Financial Alliance
North Carolina
$5.74K – – –
HNB
306
Hilltop National Bank
Wyoming
$5.74K +$5.73K +125 New
PP
307
Pacifica Partners
Canada
$4.41K – – –
TAM
308
Tucker Asset Management
Colorado
$3.99K – – –
EC
309
Elequin Capital
New York
$3.63K – – –
CJ
310
Caitlin John
Michigan
$3.17K – – –
KFAS
311
Keating Financial Advisory Services
Kansas
$2.06K +$2.06K +45 New
DFA
312
DHJJ Financial Advisors
Illinois
$2.02K -$2.11K -46 -51%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$1.61K +$1.6K +35 New
NMG
314
New Millennium Group
Utah
$688 -$46 -1 -6%
Q1WB
315
Quest 10 Wealth Builders
Virginia
$404 -$138 -3 -25%
RIA
316
Realta Investment Advisors
Delaware
$50 -$296K -6,453 -100%
HNB
317
Huntington National Bank
Ohio
$46 – – –
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
– -$30.1M -655,855 Closed
SAM
319
Strive Asset Management
Ohio
– -$3.3M -71,996 Closed
BCM
320
Beaumont Capital Management
Massachusetts
– -$2.46M -53,583 Closed
PCM
321
Prelude Capital Management
New York
– -$1.68M -36,640 Closed
MMHP
322
Murphy Middleton Hinkle & Parker
Georgia
– -$1.62M -35,397 Closed
FTUS
323
Flow Traders U.S.
New York
– -$1.4M -30,527 Closed
PF
324
PlanWiser Financial
Colorado
– -$943K -20,582 Closed
KFP
325
KMG Fiduciary Partners
Ohio
– -$927K -20,215 Closed