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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
$182M -$3.47M -76,106 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$116M -$19.8M -434,643 -15%
Bank of America
3
Bank of America
North Carolina
$95.6M -$5.65M -123,771 -6%
LPL Financial
4
LPL Financial
California
$74.7M +$2.29M +50,250 +3%
Wells Fargo
5
Wells Fargo
California
$66.7M +$1.7M +37,310 +3%
UBS Group
6
UBS Group
Switzerland
$61.5M +$1.1M +24,208 +2%
OCM
7
One Capital Management
California
$44.9M +$9.37M +205,280 +26%
WWMSC
8
Wagner Wealth Management (South Carolina)
South Carolina
$43.7M +$2.76M +60,408 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$42M +$13.8M +301,923 +49%
FAM
10
Flaharty Asset Management
Florida
$35.7M +$1.28M +28,072 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$33M +$2.24M +49,087 +7%
First Trust Advisors
12
First Trust Advisors
Illinois
$30.6M -$1.49M -32,598 -5%
RJA
13
Raymond James & Associates
Florida
$26.6M +$1.16M +25,418 +5%
WF
14
Welch & Forbes
Massachusetts
$26.3M +$1.5M +32,850 +6%
Stifel Financial
15
Stifel Financial
Missouri
$20.8M -$1.82M -39,808 -8%
TPW
16
TL Private Wealth
Texas
$20.4M +$538K +11,783 +3%
TC
17
Telemus Capital
Michigan
$19.8M -$328K -7,189 -2%
VCM
18
Virtue Capital Management
Tennessee
$16.1M – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$15.8M +$1.5M +32,767 +10%
KAS
20
Kestra Advisory Services
Texas
$15.4M +$1.11M +24,405 +8%
CWP
21
Cyndeo Wealth Partners
Florida
$15.3M +$284K +6,232 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$14.7M +$5.42M +118,812 +58%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$14.2M +$6.82M +149,556 +93%
OPAM
24
Ocean Park Asset Management
California
$11.4M +$11.4M +249,700 New
SAM
25
Synergy Asset Management
Washington
$9.94M +$9.92M +217,353 New
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