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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
$194M -$15.4M -335,484 -7%
LPL Financial
2
LPL Financial
California
$91.3M -$2.13M -46,564 -2%
Wells Fargo
3
Wells Fargo
California
$83.9M -$5.62M -122,561 -6%
Bank of America
4
Bank of America
North Carolina
$80M -$3.61M -78,740 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$71.1M +$1.15M +25,058 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$64M -$7.67M -167,385 -11%
OCM
7
One Capital Management
California
$57.9M +$5.88M +128,141 +11%
First Trust Advisors
8
First Trust Advisors
Illinois
$50.5M -$2.39M -52,233 -5%
UBS Group
9
UBS Group
Switzerland
$37.4M +$1.46M +31,935 +4%
FAM
10
Flaharty Asset Management
Florida
$36M +$1.16M +25,407 +3%
WF
11
Welch & Forbes
Massachusetts
$32M +$860K +18,753 +3%
VCM
12
Virtue Capital Management
Tennessee
$31.6M +$30.8M +671,080 +3,791%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$29.8M +$29.8M +650,182 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$28.1M -$361K -7,863 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$26.6M -$722K -15,740 -3%
HTI
16
Hikari Tsushin Inc
Japan
$26.2M – – –
TPW
17
TL Private Wealth
Texas
$24.6M +$849K +18,521 +4%
CICC
18
Capital Investment Counsel (Colorado)
Colorado
$20.6M +$1.71M +37,404 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$20.1M +$4.96M +108,169 +33%
CWP
20
Cyndeo Wealth Partners
Florida
$18.5M +$570K +12,423 +3%
Stifel Financial
21
Stifel Financial
Missouri
$18.1M -$1.72M -37,562 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$15M -$199K -4,334 -1%
HAC
23
Harbor Advisory Corp
New Hampshire
$15M +$791K +17,250 +6%
CIA
24
Concurrent Investment Advisors
Florida
$14.4M +$13.5M +293,847 +1,474%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.4M +$7.09M +154,662 +97%
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