FIRST TRUST SENIOR LOAN ETF FTSL
$44.83
+0.1% 52w: $42.95 – $44.83
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data42.9543.8944.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
303
-11 QoQ
13F value
$1.57B
-4.6% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FTSL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 4.8M | $214.1M | 0.0% | +13.1% |
| LPL Financial LLC | Bank broker | 2.5M | $112.8M | 0.0% | +26.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7M | $74.2M | 0.0% | -9.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $65.7M | 0.0% | -15.9% |
| One Capital Management, LLC | Wealth advisor | 1.4M | $64.5M | 1.8% | +14.0% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $64.2M | 0.0% | -7.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $61.1M | 0.0% | -2.3% |
| FIRST TRUST ADVISORS LP | Index provider | 1.3M | $57.1M | 0.0% | +15.7% |
| UBS Group AG | Bank broker | 931.7K | $41.7M | 0.0% | +14.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 837.0K | $37.5M | 0.0% | +36.6% |
| Flaharty Asset Management, LLC | Wealth advisor | 800.1K | $35.8M | 4.4% | +2.1% |
| Virtue Capital Management, LLC | Wealth advisor | 760.3K | $33.9M | 5.2% | +10.4% |
| Focus Partners Wealth | Wealth advisor | 667.0K | $29.9M | 0.0% | +2.6% |
| Welch & Forbes LLC | Other | 631.9K | $28.3M | 0.4% | -9.3% |
| Hikari Tsushin, Inc. ★2 | Fundamental diversified | 570.2K | $25.5M | 1.8% | Held |
| TL Private Wealth | Wealth advisor | 538.4K | $24.2M | 9.6% | +0.7% |
| Cyndeo Wealth Partners, LLC | Other | 447.8K | $20.1M | 1.1% | +10.9% |
| Capital Investment Counsel, LLC | Wealth advisor | 443.3K | $19.9M | 2.7% | -1.1% |
| Cetera Investment Advisers | Wealth advisor | 436.3K | $19.5M | 0.0% | -0.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 372.3K | $16.7M | 0.0% | -5.6% |
| Fairvoy Private Wealth, LLC | Wealth advisor | 336.5K | $15.1M | 3.6% | +8.7% |
| HARBOR ADVISORY CORP /MA/ | Wealth advisor | 322.0K | $14.4M | 4.3% | -1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 300.7K | $13.5M | 0.0% | -48.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 286.3K | $12.8M | 0.1% | -8.8% |
| Private Advisor Group, LLC | Wealth advisor | 270.1K | $12.1M | 0.1% | -0.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 255.0K | $11.4M | 0.0% | -17.1% |
| CNO Financial Group, Inc. | Wealth advisor | 252.0K | $11.3M | 6.5% | Held |
| CWM, LLC | Wealth advisor | 226.9K | $10.2M | 0.0% | -27.3% |
| HighTower Advisors, LLC | Diversified mechanical | 225.9K | $10.1M | 0.0% | +84.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 220.1K | $9.9M | 0.0% | -32.8% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 215.3K | $9.6M | 0.1% | +8.5% |
| Nilsine Partners, LLC | Other | 206.5K | $9.3M | 0.7% | +6.6% |
| DAVENPORT & Co LLC | Diversified mechanical | 195.6K | $8.8M | 0.0% | +15.2% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 195.6K | $8.8M | 0.2% | +9.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 167.1K | $7.5M | 0.4% | +4.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 162.1K | $7.3M | 0.0% | -6.9% |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 161.9K | $7.3M | 1.5% | +1.2% |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 159.9K | $7.2M | 0.9% | +2.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 158.1K | $7.1M | 0.0% | +1.0% |
| Mission Hills Financial Advisory, LLC | Wealth advisor | 156.4K | $7.0M | 3.6% | +16.4% |
| CacheTech Inc. | Wealth advisor | 153.3K | $6.9M | 1.3% | -5.2% |
| Clear Creek Financial Management, LLC | Wealth advisor | 152.6K | $6.8M | 0.5% | -28.0% |
| JPMORGAN CHASE & CO | Bank broker | 151.3K | $6.8M | 0.0% | -51.8% |
| Adams Wealth Management | Wealth advisor | 141.3K | $6.3M | 1.4% | +11.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 140.0K | $6.3M | 0.1% | +1.2% |
| Prospera Financial Services Inc | Diversified mechanical | 134.5K | $6.0M | 0.1% | +14.5% |
| Fairway Financial, LLC | Wealth advisor | 132.3K | $5.9M | 4.5% | +2.1% |
| Asset Allocation & Management Company, LLC | Wealth advisor | 126.8K | $5.7M | 2.1% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 112.6K | $5.0M | 0.0% | -2.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 107.2K | $4.8M | 0.1% | -20.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.