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First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MQWP
201
Morey & Quinn Wealth Partners
Nebraska
$538K +$59.1K +1,282 +12%
CAM
202
Cozad Asset Management
Illinois
$534K -$1.34K -29 -0.2%
ACI
203
Alpha Cubed Investments
California
$510K +$784 +17 +0.2%
IWA
204
IVC Wealth Advisors
Pennsylvania
$478K -$13.7K -297 -3%
PTC
205
Private Trust Company
Ohio
$469K +$35.1K +760 +8%
VVP
206
Venture Visionary Partners
Ohio
$465K
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$464K
FW
208
FullCircle Wealth
Texas
$462K -$46 -1 -0%
CAL
209
Capital Analysts LLC
Pennsylvania
$461K +$26K +563 +6%
SWP
210
Stratos Wealth Partners
Ohio
$443K -$32.6K -707 -7%
HP
211
Holistic Planning
Texas
$440K +$444K +9,632 New
KPWS
212
Kestra Private Wealth Services
Texas
$432K +$3.97K +86 +0.9%
SWM
213
SeaCrest Wealth Management
New York
$431K +$1.01K +22 +0.2%
CP
214
Castleview Partners
Texas
$421K +$17.3K +375 +4%
VWS
215
Virtus Wealth Solutions
New Jersey
$419K -$7.24K -157 -2%
WH
216
Willner & Heller
California
$412K +$7.06K +153 +2%
BFA
217
Beaumont Financial Advisors
Massachusetts
$409K
BMC
218
Beaton Management Company
Massachusetts
$404K +$20.8K +450 +5%
RW
219
RVW Wealth
California
$396K -$758K -16,430 -65%
CFD
220
Creative Financial Designs
Indiana
$379K +$52.8K +1,144 +16%
PWM
221
Purus Wealth Management
California
$375K -$16.1K -348 -4%
Betterment LLC
222
Betterment LLC
New York
$375K +$379K +8,216 New
CAP
223
Columbia Advisory Partners
Washington
$369K +$51.4K +1,114 +16%
KWA
224
Kingswood Wealth Advisors
California
$363K -$21K -455 -5%
PA
225
PFG Advisors
Arizona
$361K +$31K +672 +9%