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First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
201
Helium Advisors
Washington
$549K +$6.78K +147 +1%
MQWP
202
Morey & Quinn Wealth Partners
Nebraska
$538K +$59.1K +1,282 +12%
CAM
203
Cozad Asset Management
Illinois
$534K -$1.34K -29 -0.2%
ACI
204
Alpha Cubed Investments
California
$510K +$784 +17 +0.2%
IWA
205
IVC Wealth Advisors
Pennsylvania
$478K -$13.7K -297 -3%
PTC
206
Private Trust Company
Ohio
$469K +$35.1K +760 +8%
VVP
207
Venture Visionary Partners
Ohio
$465K – – –
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$464K – – –
FW
209
FullCircle Wealth
Texas
$462K -$46 -1 -0%
CAL
210
Capital Analysts LLC
Pennsylvania
$461K +$26K +563 +6%
SWP
211
Stratos Wealth Partners
Ohio
$443K -$32.6K -707 -7%
HP
212
Holistic Planning
Texas
$440K +$444K +9,632 New
KPWS
213
Kestra Private Wealth Services
Texas
$432K +$3.97K +86 +0.9%
SWM
214
SeaCrest Wealth Management
New York
$431K +$1.01K +22 +0.2%
CP
215
Castleview Partners
Texas
$421K +$17.3K +375 +4%
VWS
216
Virtus Wealth Solutions
New Jersey
$419K -$7.24K -157 -2%
WH
217
Willner & Heller
California
$412K +$7.06K +153 +2%
BFA
218
Beaumont Financial Advisors
Massachusetts
$409K – – –
BMC
219
Beaton Management Company
Massachusetts
$404K +$20.8K +450 +5%
RW
220
RVW Wealth
California
$396K -$758K -16,430 -65%
CFD
221
Creative Financial Designs
Indiana
$379K +$52.8K +1,144 +16%
PWM
222
Purus Wealth Management
California
$375K -$16.1K -348 -4%
Betterment LLC
223
Betterment LLC
New York
$375K +$379K +8,216 New
CAP
224
Columbia Advisory Partners
Washington
$369K +$51.4K +1,114 +16%
KWA
225
Kingswood Wealth Advisors
California
$363K -$21K -455 -5%