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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
$379M +$46.7M +974,859 +14%
Wells Fargo
2
Wells Fargo
California
$119M +$17.3M +361,154 +17%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$113M +$42.9M +896,422 +62%
Bank of America
4
Bank of America
North Carolina
$108M +$17M +354,422 +19%
First Trust Advisors
5
First Trust Advisors
Illinois
$103M +$15M +313,592 +17%
LPL Financial
6
LPL Financial
California
$93.1M +$19M +397,786 +26%
UBS Group
7
UBS Group
Switzerland
$87.3M +$9.93M +207,539 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$51.1M +$5.04M +105,314 +11%
RJA
9
Raymond James & Associates
Florida
$41.1M +$4.84M +101,113 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$34.7M +$8.45M +176,607 +32%
Osaic Holdings
11
Osaic Holdings
Arizona
$32.7M +$5.15M +107,648 +19%
UCFA
12
United Capital Financial Advisors
Texas
$31.8M +$31.8M +664,328 New
BFG
13
Beacon Financial Group
Texas
$30.1M +$143K +2,982 +0.2%
FAM
14
Flaharty Asset Management
Florida
$28.2M +$2.74M +57,314 +11%
WF
15
Welch & Forbes
Massachusetts
$27.5M +$2.2M +45,987 +9%
Stifel Financial
16
Stifel Financial
Missouri
$26.8M +$7M +146,331 +35%
Truist Financial
17
Truist Financial
North Carolina
$25.7M +$6.46M +134,908 +34%
OCM
18
One Capital Management
California
$23.6M +$3.59M +74,948 +18%
RCIM
19
Red Cedar Investment Management
Michigan
$23.5M +$88.7K +1,853 +0.4%
DF
20
Donoghue Forlines
Massachusetts
$22.6M +$15.2M +317,351 +205%
EWP
21
Engrave Wealth Partners
Texas
$22.6M +$1.25M +26,093 +6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$22.1M +$404K +8,450 +2%
TC
23
Telemus Capital
Michigan
$20.2M +$75.1K +1,568 +0.4%
MAP
24
Milestone Advisory Partners
North Carolina
$19.2M +$4.08M +85,215 +27%
AWM
25
AE Wealth Management
Kansas
$18.6M +$2.84M +59,312 +18%
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