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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
$208M +$43.5M +944,019 +27%
LPL Financial
2
LPL Financial
California
$116M +$9.44M +204,759 +9%
Bank of America
3
Bank of America
North Carolina
$90.6M -$65.4M -1,418,186 -42%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$88.7M -$9.34M -202,633 -10%
OCM
5
One Capital Management
California
$60.1M +$9.49M +205,823 +19%
UBS Group
6
UBS Group
Switzerland
$59.7M -$3.82M -82,803 -6%
Wells Fargo
7
Wells Fargo
California
$58.6M +$2.89M +62,623 +5%
First Trust Advisors
8
First Trust Advisors
Illinois
$43.2M +$12.3M +266,496 +40%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$34.8M -$7.72M -167,523 -18%
FAM
10
Flaharty Asset Management
Florida
$33.7M -$2.5M -54,325 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$33M +$214K +4,634 +0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$30.3M +$7.19M +155,896 +31%
WF
13
Welch & Forbes
Massachusetts
$28M +$1.88M +40,709 +7%
RJA
14
Raymond James & Associates
Florida
$23.2M +$863K +18,725 +4%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$22.1M +$22.1M +478,575 New
Renaissance Technologies
16
Renaissance Technologies
New York
$21.7M -$1.42M -30,800 -6%
TPW
17
TL Private Wealth
Texas
$21.5M +$973K +21,097 +5%
Stifel Financial
18
Stifel Financial
Missouri
$19.9M +$2.28M +49,418 +13%
HTI
19
Hikari Tsushin Inc
Japan
$16.8M +$7.18M +155,764 +75%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$15.9M +$2.6M +56,388 +20%
KAS
21
Kestra Advisory Services
Texas
$15.8M -$239K -5,191 -1%
CWP
22
Cyndeo Wealth Partners
Florida
$15.7M +$399K +8,653 +3%
VCM
23
Virtue Capital Management
Tennessee
$15.6M -$3.01M -65,209 -16%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$14.9M +$12.1M +261,397 +424%
Truist Financial
25
Truist Financial
North Carolina
$12.6M +$1.65M +35,745 +15%
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