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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
$219M -$47.8M -1,053,550 -18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$183M -$3.47M -76,449 -2%
Bank of America
3
Bank of America
North Carolina
$102M +$3.22M +70,865 +3%
Wells Fargo
4
Wells Fargo
California
$91.1M -$24.6M -542,626 -21%
LPL Financial
5
LPL Financial
California
$78.8M -$10M -221,312 -11%
UBS Group
6
UBS Group
Switzerland
$58.2M -$11.8M -259,819 -17%
VCM
7
Virtue Capital Management
Tennessee
$42M -$2.75M -60,484 -6%
RJA
8
Raymond James & Associates
Florida
$35.6M +$1.25M +27,634 +4%
FAM
9
Flaharty Asset Management
Florida
$33.1M +$341K +7,506 +1%
First Trust Advisors
10
First Trust Advisors
Illinois
$32.1M -$328K -7,231 -1%
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$31.9M +$14.4M +317,724 +82%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$29.8M -$5.13M -113,014 -15%
Osaic Holdings
13
Osaic Holdings
Arizona
$28.3M +$4.61M +101,620 +19%
OCM
14
One Capital Management
California
$26.1M -$375K -8,259 -1%
Stifel Financial
15
Stifel Financial
Missouri
$25.3M +$1.43M +31,453 +6%
WF
16
Welch & Forbes
Massachusetts
$22.9M +$2.36M +52,032 +11%
CAG
17
Csenge Advisory Group
Florida
$20.5M +$2.66M +58,547 +15%
Jane Street
18
Jane Street
New York
$19.6M +$7.05M +155,362 +56%
TC
19
Telemus Capital
Michigan
$19.3M +$472K +10,399 +2%
TPW
20
TL Private Wealth
Texas
$19.3M +$778K +17,127 +4%
Renaissance Technologies
21
Renaissance Technologies
New York
$18.7M +$8.13M +179,108 +76%
TWM
22
Tanager Wealth Management
United Kingdom
$18.7M +$575K +12,656 +3%
BFG
23
Beacon Financial Group
Texas
$14.6M -$318K -7,013 -1%
CWP
24
Cyndeo Wealth Partners
Florida
$14.3M +$6.9M +151,924 +92%
KAS
25
Kestra Advisory Services
Texas
$14.2M -$213K -4,695 -1%
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