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First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Seaview Investment Managers
Florida
$502K +$279K +6,034 +125%
IWA
202
IVC Wealth Advisors
Pennsylvania
$498K -$1.11K -24 -0.2%
JSL
203
JT Stratford LLC
Georgia
$489K +$81.7K +1,767 +20%
MQWP
204
Morey & Quinn Wealth Partners
Nebraska
$486K +$485K +10,502 New
MAM
205
Milestone Asset Management
Pennsylvania
$484K +$17.2K +373 +4%
SWP
206
Stratos Wealth Partners
Ohio
$482K -$23.7K -512 -5%
VVP
207
Venture Visionary Partners
Ohio
$471K
FW
208
FullCircle Wealth
Texas
$469K -$1.03M -22,296 -69%
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$464K -$54.2K -1,172 -10%
GSIAS
210
Garden State Investment Advisory Services
New Jersey
$455K +$25.9K +561 +6%
ACM
211
AlphaStar Capital Management
North Carolina
$455K +$455K +9,840 New
MWM
212
Mattern Wealth Management
Kansas
$453K -$43.6K -944 -9%
MOS
213
MGO One Seven
Ohio
$452K -$30.4K -657 -6%
GAA
214
Global Assets Advisory
Florida
$451K -$19.2K -416 -4%
CAL
215
Capital Analysts LLC
Pennsylvania
$441K +$21.2K +459 +5%
PFA
216
Plotkin Financial Advisors
Maryland
$440K -$64.7K -1,399 -13%
PTC
217
Private Trust Company
Ohio
$440K +$174K +3,757 +65%
SWM
218
SeaCrest Wealth Management
New York
$435K +$1.02K +22 +0.2%
KPWS
219
Kestra Private Wealth Services
Texas
$433K -$67.9K -1,469 -14%
VWS
220
Virtus Wealth Solutions
New Jersey
$432K +$432K +9,338 New
FFA
221
Farther Finance Advisors
California
$425K +$417K +9,023 +5,675%
BFA
222
Beaumont Financial Advisors
Massachusetts
$414K +$20.1K +435 +5%
WH
223
Willner & Heller
California
$410K +$7.44K +161 +2%
CP
224
Castleview Partners
Texas
$409K -$146K -3,162 -26%
Jones Financial Companies
225
Jones Financial Companies
Missouri
$402K +$223K +4,829 +125%