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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
$214M +$25M +551,622 +13%
LPL Financial
2
LPL Financial
California
$113M +$23.9M +526,940 +26%
Wells Fargo
3
Wells Fargo
California
$74.2M -$7.85M -173,216 -9%
Bank of America
4
Bank of America
North Carolina
$65.7M -$12.6M -277,825 -16%
OCM
5
One Capital Management
California
$64.5M +$8M +176,483 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$64.2M -$5.34M -117,817 -8%
Raymond James Financial
7
Raymond James Financial
Florida
$61.1M -$1.44M -31,839 -2%
First Trust Advisors
8
First Trust Advisors
Illinois
$57.1M +$7.85M +173,354 +16%
UBS Group
9
UBS Group
Switzerland
$41.7M +$5.28M +116,555 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$37.5M +$10.2M +224,305 +37%
FAM
11
Flaharty Asset Management
Florida
$35.8M +$739K +16,320 +2%
VCM
12
Virtue Capital Management
Tennessee
$33.9M +$3.24M +71,545 +10%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$29.9M +$762K +16,821 +3%
WF
14
Welch & Forbes
Massachusetts
$28.3M -$2.95M -65,089 -9%
HTI
15
Hikari Tsushin Inc
Japan
$25.5M – – –
TPW
16
TL Private Wealth
Texas
$24.2M +$163K +3,602 +0.7%
CWP
17
Cyndeo Wealth Partners
Florida
$20.1M +$1.99M +43,908 +11%
CICC
18
Capital Investment Counsel (Colorado)
Colorado
$19.9M -$219K -4,826 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$19.5M -$39.1K -863 -0.2%
Stifel Financial
20
Stifel Financial
Missouri
$16.7M -$999K -22,045 -6%
FPW
21
Fairvoy Private Wealth
Alabama
$15.1M +$1.23M +27,040 +9%
HAC
22
Harbor Advisory Corp
New Hampshire
$14.4M -$191K -4,206 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$13.5M -$12.6M -278,235 -48%
CIA
24
Concurrent Investment Advisors
Florida
$12.8M -$1.25M -27,534 -9%
PAG
25
Private Advisor Group
New Jersey
$12.1M -$54.3K -1,199 -0.4%
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