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First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
26
Fairvoy Private Wealth
Alabama
$11.9M +$11.9M +257,116 New
TWP
27
Tower Wealth Partners
Pennsylvania
$11.5M +$666K +14,402 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$9.98M +$1.09M +23,692 +12%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$9.56M +$3.32M +71,847 +53%
IWC
30
Integrated Wealth Concepts
Massachusetts
$9.48M +$8.8M +190,434 +1,301%
NA
31
NewEdge Advisors
Louisiana
$8.99M -$907K -19,636 -9%
RA
32
RFG Advisory
Alabama
$8.32M +$62K +1,341 +0.8%
PVI
33
Pine Valley Investments
New Jersey
$7.94M +$1.6M +34,548 +25%
NP
34
Nilsine Partners
Colorado
$7.62M +$642K +13,894 +9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.52M +$567K +12,261 +8%
AWM
36
Adams Wealth Management
Utah
$7.12M +$1.55M +33,589 +28%
CI
37
CacheTech Inc
Utah
$7.12M +$1.55M +33,589 +28%
CPIG
38
Chicago Partners Investment Group
Illinois
$7.04M -$508 -11 -0%
LHA
39
Little Harbor Advisors
Massachusetts
$6.99M +$367K +7,950 +6%
CIA
40
Concurrent Investment Advisors
Florida
$6.56M +$488K +10,559 +8%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.47M +$2.22M +48,116 +52%
MHFA
42
Mission Hills Financial Advisory
California
$6.34M +$949K +20,540 +18%
RFWA
43
RPg Family Wealth Advisory
Massachusetts
$6.3M +$368K +7,967 +6%
LSPW
44
Lake Street Private Wealth
Illinois
$6.3M -$316K -6,845 -5%
BCM
45
Brookstone Capital Management
Illinois
$6.29M -$87K -1,882 -1%
EWM
46
Empirical Wealth Management
Washington
$6.21M -$240K -5,184 -4%
CCFM
47
Clear Creek Financial Management
Washington
$6.06M +$8.09K +175 +0.1%
RA
48
RiverTree Advisors
Florida
$5.9M -$37.8K -818 -0.6%
PFS
49
Prospera Financial Services
Texas
$5.76M +$79.5K +1,720 +1%
SPIA
50
Steward Partners Investment Advisory
New York
$5.47M +$235K +5,086 +4%