We are live on ! Find out more
FTSL icon

First Trust Senior Loan Fund ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$210M +$29M +626,812 +16%
LPL Financial
2
LPL Financial
California
$88.8M +$17.1M +369,005 +24%
Bank of America
3
Bank of America
North Carolina
$86.1M +$3.34M +72,249 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$73.3M -$5.96M -128,969 -8%
Wells Fargo
5
Wells Fargo
California
$69.6M +$6.86M +148,507 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$66.9M +$66.9M +1,447,302 New
First Trust Advisors
7
First Trust Advisors
Illinois
$51.4M +$6.5M +140,722 +14%
OCM
8
One Capital Management
California
$47M +$900K +19,482 +2%
UBS Group
9
UBS Group
Switzerland
$41M -$4.64M -100,305 -10%
FAM
10
Flaharty Asset Management
Florida
$34.9M +$495K +10,700 +1%
WF
11
Welch & Forbes
Massachusetts
$29.3M +$488K +10,565 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$27.5M +$3.82M +82,701 +16%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$27M +$70.1K +1,516 +0.3%
HTI
14
Hikari Tsushin Inc
Japan
$26.4M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$26.3M -$11.1M -240,490 -30%
TPW
16
TL Private Wealth
Texas
$21.7M +$332K +7,189 +2%
Stifel Financial
17
Stifel Financial
Missouri
$20.2M +$286K +6,182 +1%
VCM
18
Virtue Capital Management
Tennessee
$19.8M -$290K -6,282 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$17.5M +$2.02M +43,777 +13%
CWP
20
Cyndeo Wealth Partners
Florida
$17M +$169K +3,647 +1%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$15M -$724K -15,674 -5%
OPAM
22
Ocean Park Asset Management
California
$13.7M +$13.7M +296,600 New
Renaissance Technologies
23
Renaissance Technologies
New York
$12.8M +$1.71M +36,893 +15%
CICC
24
Capital Investment Counsel (Colorado)
Colorado
$12.7M +$6.18M +133,813 +95%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$12.3M -$1.05M -22,627 -8%