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First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
176
Strategic Blueprint
Georgia
$641K +$4.18K +91 +0.7%
SWM
177
Spire Wealth Management
Virginia
$634K -$146K -3,165 -19%
CA
178
Cambridge Advisors
Nebraska
$625K -$18.2K -396 -3%
MAG
179
MRA Advisory Group
New Jersey
$572K -$1.79K -39 -0.3%
PS
180
Principal Securities
Iowa
$566K -$322 -7 -0.1%
PJWM
181
Philip James Wealth Mangement
Georgia
$562K -$5.1K -111 -0.9%
CAG
182
Curtis Advisory Group
California
$555K
CP
183
Castleview Partners
Texas
$551K +$552 +12 +0.1%
CAM
184
Cozad Asset Management
Illinois
$535K -$6.94K -151 -1%
AWM
185
Apollon Wealth Management
South Carolina
$533K -$1.71M -37,118 -76%
RW
186
RVW Wealth
California
$530K +$2.67K +58 +0.5%
GJIA
187
Glass Jacobson Investment Advisors
Maryland
$514K -$368 -8 -0.1%
ACI
188
Alpha Cubed Investments
California
$511K
EMAM
189
Encompass More Asset Management
California
$507K +$508K +11,054 New
SWP
190
Stratos Wealth Partners
Ohio
$502K -$10.7K -232 -2%
PFA
191
Plotkin Financial Advisors
Maryland
$501K -$175K -3,807 -26%
KPWS
192
Kestra Private Wealth Services
Texas
$497K -$256K -5,567 -34%
IWA
193
IVC Wealth Advisors
Pennsylvania
$496K -$57.5K -1,251 -10%
MWM
194
Mattern Wealth Management
Kansas
$493K -$276K -6,007 -36%
MOS
195
MGO One Seven
Ohio
$479K -$21.1K -460 -4%
FAIM
196
Financial Advocates Investment Management
Washington
$477K -$1.39M -30,234 -74%
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$473K -$116K -2,524 -20%
GAA
198
Global Assets Advisory
Florida
$468K +$468K +10,181 New
VVP
199
Venture Visionary Partners
Ohio
$467K
MAM
200
Milestone Asset Management
Pennsylvania
$464K -$2.05M -44,562 -82%