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First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
201
Dynamic Advisor Solutions
Arizona
$493K +$226K +4,730 +85%
MCM
202
MAI Capital Management
Ohio
$487K -$131K -2,736 -21%
FA
203
Flagstar Advisors
New York
$479K +$479K +10,006 New
PA
204
PSI Advisors
Florida
$478K +$477K +9,966 New
PWMAG
205
Pinnacle Wealth Management Advisory Group
New Jersey
$468K +$467K +9,760 New
PFA
206
Pinnacle Family Advisors
Missouri
$459K +$49K +1,023 +12%
MC
207
Moors & Cabot
Massachusetts
$458K +$458K +9,563 New
SCFS
208
S.C. Financial Services
Arizona
$455K +$453K +9,471 New
EWM
209
Endowment Wealth Management
Wisconsin
$442K +$442K +9,226 New
SEP
210
Southland Equity Partners
Missouri
$438K -$21.7K -454 -5%
SWM
211
SeaCrest Wealth Management
New York
$436K
JWCA
212
J.W. Cole Advisors
Florida
$426K +$425K +8,885 New
RJT
213
Raymond James Trust
Florida
$415K +$113K +2,355 +37%
WI
214
Wintrust Investments
Illinois
$415K +$137K +2,865 +49%
BWM
215
BlackDiamond Wealth Management
New York
$412K +$411K +8,591 New
PAS
216
Park Avenue Securities
New York
$410K +$410K +8,557 New
FA
217
Faithward Advisors
Pennsylvania
$409K -$38.2K -799 -9%
VWA
218
V Wealth Advisors
Kansas
$407K
IWM
219
IHT Wealth Management
Illinois
$396K +$54.4K +1,136 +16%
CW
220
CreativeOne Wealth
Kansas
$395K +$43.8K +916 +12%
AP
221
Americana Partners
Texas
$388K -$23.5K -491 -6%
ATC
222
Argent Trust Co
Tennessee
$383K
GWM
223
Gray Wealth Management
Maine
$380K +$9.09K +190 +2%
WS
224
Wedbush Securities
California
$379K +$2.01K +42 +0.5%
HH
225
Hilltop Holdings
Texas
$374K +$144 +3 +0%