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First Trust Senior Loan Fund ETF
FTSL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$10.7M +$10.8M +227,707 New
TWM
52
Tanager Wealth Management
United Kingdom
$10.4M +$6.67M +140,454 +174%
OWA
53
Octavia Wealth Advisors
Ohio
$10.4M -$114K -2,396 -1%
HNW
54
High Note Wealth
Minnesota
$10.3M +$6.01M +126,509 +137%
SWM
55
Stockman Wealth Management
Montana
$10.2M +$1.98M +41,657 +24%
TLP
56
Trinity Legacy Partners
Texas
$9.61M +$842K +17,742 +10%
GWM
57
Geneos Wealth Management
Colorado
$9.09M +$5.62M +118,288 +158%
SIM
58
SSI Investment Management
California
$8.89M +$118K +2,491 +1%
WAM
59
WealthTrust Asset Management
Florida
$8.38M +$377K +7,950 +5%
KPWS
60
Kestra Private Wealth Services
Texas
$8.16M +$378K +7,966 +5%
EWM
61
Empirical Wealth Management
Washington
$6.82M -$230K -4,852 -3%
PFS
62
Prospera Financial Services
Texas
$6.65M -$72.6K -1,530 -1%
CWM
63
Cranbrook Wealth Management
Michigan
$6.45M -$44.1K -928 -0.7%
CCIA
64
Cherry Creek Investment Advisors
Colorado
$6.37M +$318K +6,692 +5%
TPA
65
Trivium Point Advisory
Connecticut
$6.31M +$2.87M +60,475 +83%
AWM
66
Accel Wealth Management
Iowa
$6.07M +$358K +7,544 +6%
AAMC
67
Asset Allocation & Management Company
Illinois
$5.97M +$6.01M +126,610 New
LCWP
68
Legacy Capital Wealth Partners
Arkansas
$5.92M +$52.3K +1,102 +0.9%
AOG
69
Alpha Omega Group
Virginia
$5.8M +$5.85M +123,226 New
PP
70
Prudential plc
United Kingdom
$5.75M +$437K +9,200 +8%
FCM
71
Fourpath Capital Management
Oklahoma
$5.66M +$293K +6,164 +5%
SPC
72
Sigma Planning Corp
Michigan
$5.5M +$59.8K +1,260 +1%
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
$5.33M +$3.79M +79,850 +239%
OIA
74
OneDigital Investment Advisors
Kansas
$5.32M -$7.5K -158 -0.1%
IGWM
75
ICA Group Wealth Management
Colorado
$5.1M +$5.29M +111,489 New
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