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First Trust Senior Loan Fund ETF
FTSL

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
201
Centaurus Financial
California
$599K -$253K -5,646 -30%
ACP
202
Aveo Capital Partners
Colorado
$585K +$306K +6,829 +109%
CWA
203
Clarus Wealth Advisors
Arizona
$580K +$64.4K +1,437 +13%
LNC
204
Lincoln National Corp
Pennsylvania
$566K +$69.5K +1,552 +14%
FH
205
FWG Holdings
Florida
$558K +$218K +4,860 +63%
MIFH
206
Migdal Insurance & Financial Holdings
Israel
$551K – – –
ACM
207
AlphaStar Capital Management
North Carolina
$547K -$6.5K -145 -2%
CAM
208
Cozad Asset Management
Illinois
$547K -$37.1K -828 -6%
BFA
209
Beaumont Financial Advisors
Massachusetts
$545K +$136K +3,042 +33%
PFA
210
Plotkin Financial Advisors
Maryland
$544K -$10.8K -241 -2%
FA
211
Faithward Advisors
Pennsylvania
$540K -$20K -446 -4%
ACI
212
Alpha Cubed Investments
California
$538K – – –
LS
213
Leelyn Smith
Illinois
$535K +$538K +11,997 New
SCP
214
Shorepoint Capital Partners
Massachusetts
$530K +$533K +11,886 New
PTC
215
Private Trust Company
Ohio
$528K +$140K +3,115 +36%
RJT
216
Raymond James Trust
Florida
$527K -$689K -15,385 -57%
GAA
217
Global Assets Advisory
Florida
$521K -$1.07K -24 -0.2%
GC
218
Grimes & Company
Massachusetts
$520K +$523K +11,670 New
SXL
219
Summit X LLC
Missouri
$519K -$450K -10,042 -46%
LWAC
220
Laurel Wealth Advisors (California)
California
$498K -$150K -3,339 -23%
SB
221
Strategic Blueprint
Georgia
$486K +$18.5K +413 +4%
NDSI
222
Newman Dignan & Sheerar Inc
Rhode Island
$485K -$120K -2,684 -20%
VIM
223
Vista Investment Management
Pennsylvania
$481K +$272K +6,066 +129%
CAL
224
Capital Analysts LLC
Pennsylvania
$471K -$525K -11,723 -53%
FA
225
Flagstar Advisors
New York
$467K +$7.57K +169 +2%
7 8
9
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