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First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$359K -$47.4K -1,000 -11%
BAS
127
Brown Advisory Securities
Maryland
$348K -$47.4K -1,000 -12%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$344K +$142K +2,993 +66%
Ameriprise
129
Ameriprise
Minnesota
$341K +$354K +7,483 New
QAM
130
Questar Asset Management
Minnesota
$323K +$336K +7,100 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$313K +$54.1K +1,143 +20%
BRWA
132
B. Riley Wealth Advisors
Florida
$299K +$663 +14 +0.2%
KA
133
Kovack Advisors
Florida
$290K -$3.74K -79 -1%
DI
134
DFPG Investments
Utah
$265K +$276K +5,823 New
CWM
135
Cornerstone Wealth Management
Missouri
$262K +$268K +5,657 New
WS
136
Wedbush Securities
California
$262K +$272K +5,750 New
EWF
137
Epstein & White Financial
California
$255K +$3.79K +80 +2%
RJT
138
Raymond James Trust
Florida
$254K -$101K -2,143 -28%
AA
139
AlphaMark Advisors
Kentucky
$243K -$20.1K -425 -7%
AFA
140
American Financial Advisors
Georgia
$243K +$253K +5,347 New
KFC
141
Klingenstein Fields & Co
New York
$228K
GWMIA
142
Global Wealth Management Investment Advisory
Florida
$218K +$227K +4,793 New
SB
143
Suntrust Banks
Georgia
$215K +$224K +4,740 New
BAM
144
Belpointe Asset Management
Nevada
$199K -$115K -2,437 -59%
CWA
145
Clarus Wealth Advisors
Arizona
$196K -$4.74K -100 -2%
W
146
WealthOne
New York
$185K +$192K +4,055 New
MOS
147
MGO One Seven
Ohio
$167K +$174K +3,670 New
BFEC
148
Benjamin F. Edwards & Company
Missouri
$145K +$5.21K +110 +4%
PMFA
149
Plante Moran Financial Advisors
Michigan
$126K +$47.4K +1,000 +57%
CIAS
150
Capital Investment Advisory Services
North Carolina
$119K +$124K +2,609 New