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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
$263M -$55.5M -1,238,409 -17%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$184M +$35.2M +785,452 +24%
Wells Fargo
3
Wells Fargo
California
$114M -$13.5M -300,848 -11%
Bank of America
4
Bank of America
North Carolina
$97.4M -$21.6M -482,374 -18%
LPL Financial
5
LPL Financial
California
$87.5M -$2.07M -46,138 -2%
UBS Group
6
UBS Group
Switzerland
$68.9M -$17.7M -395,482 -20%
VCM
7
Virtue Capital Management
Tennessee
$44.3M -$33.1M -737,783 -43%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$34.4M -$4.18M -93,249 -11%
RJA
9
Raymond James & Associates
Florida
$33.9M -$5.11M -113,981 -13%
FAM
10
Flaharty Asset Management
Florida
$32.3M +$512K +11,430 +2%
First Trust Advisors
11
First Trust Advisors
Illinois
$31.9M -$1.55M -34,697 -5%
OCM
12
One Capital Management
California
$26.1M +$3.05M +67,991 +13%
Stifel Financial
13
Stifel Financial
Missouri
$23.5M -$1.69M -37,714 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$23.4M -$2.73M -60,971 -10%
EWP
15
Engrave Wealth Partners
Texas
$21.4M -$153K -3,424 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$21M -$2.42M -54,080 -10%
WF
17
Welch & Forbes
Massachusetts
$20.3M -$5.38M -120,124 -21%
TC
18
Telemus Capital
Michigan
$18.9M -$293K -6,549 -2%
TPW
19
TL Private Wealth
Texas
$18.6M -$1.72M -38,468 -9%
TWM
20
Tanager Wealth Management
United Kingdom
$17.9M +$6.51M +145,344 +57%
CAG
21
Csenge Advisory Group
Florida
$17.6M +$4.59M +102,381 +35%
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$17.3M +$7.78M +173,602 +81%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$15.4M -$7.96M -177,704 -34%
BFG
24
Beacon Financial Group
Texas
$14.9M -$31.7M -706,544 -52%
UCFA
25
United Capital Financial Advisors
Texas
$14.4M -$5.05M -112,696 -26%
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