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First Trust Senior Loan Fund ETF
FTSL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$126M -$43.5M -972,997 -26%
Wells Fargo
2
Wells Fargo
California
$46.8M -$27.5M -615,857 -37%
Bank of America
3
Bank of America
North Carolina
$43.4M -$1.83K -41 -0%
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$30.4M +$22.5M +502,617 +295%
UBS Group
5
UBS Group
Switzerland
$29.5M -$1.66M -37,194 -5%
LPL Financial
6
LPL Financial
California
$28.4M +$901K +20,159 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20M +$4.94M +110,458 +33%
AFA
8
American Financial Advisors
Georgia
$18.9M +$39.1K +875 +0.2%
RJA
9
Raymond James & Associates
Florida
$18.4M -$367K -8,206 -2%
WF
10
Welch & Forbes
Massachusetts
$16.8M +$226K +5,053 +1%
FAM
11
Flaharty Asset Management
Florida
$16.7M +$4.34M +97,135 +35%
MAP
12
Milestone Advisory Partners
North Carolina
$13.7M -$11.5M -257,025 -46%
Truist Financial
13
Truist Financial
North Carolina
$13.4M +$10.3M +230,728 +354%
TC
14
Telemus Capital
Michigan
$10M +$357K +7,998 +4%
First Trust Advisors
15
First Trust Advisors
Illinois
$9.86M -$13.6M -305,248 -58%
KWM
16
Kingsview Wealth Management
Oregon
$9.49M +$4.21M +94,278 +81%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$9.24M – – –
GIA
18
Gladstone Institutional Advisory
Florida
$8.85M +$6.37M +142,464 +265%
HighTower Advisors
19
HighTower Advisors
Illinois
$7.84M -$127K -2,835 -2%
EWM
20
Empirical Wealth Management
Washington
$7.81M -$71.8K -1,606 -0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.39M -$4.41M -98,646 -38%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.08M -$2.62M -58,596 -27%
BFG
23
Beacon Financial Group
Texas
$7.07M +$938K +20,993 +16%
TPW
24
TL Private Wealth
Texas
$7.01M +$301K +6,725 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$6.92M +$6.86M +153,466 New
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