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First Trust Senior Loan ETF (FTSL) Institutional Ownership

$46.30
-0.02 (-0.04%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Senior Loan ETF (NASDAQ:FTSL)

Number of
Institutional Buyers
(last 12 months)
189
Total
Institutional Inflows
(last 12 months)
$317.83M
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$335.77M
Skip Chart & View Institutional Buying and Selling Data

FTSL Institutional Buying and Selling by Quarter

First Trust Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank61,132$2.83M0.0%-14.7%0.126%
5/17/2024 Coppell Advisory Solutions Corp.100,006$4.62M0.9%N/A0.206%
5/17/2024 Clear Point Advisors Inc.35,720$1.65M1.4%+1.4%0.073%
5/17/2024 Creekmur Asset Management LLC1,287$59K0.0%-97.1%0.003%
5/17/2024 Consultiva Wealth Management CORP.2,173$100K0.9%N/A0.004%
5/16/2024 Jane Street Group LLC162,776$7.52M0.0%-88.4%0.335%
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5/16/2024 B. Riley Wealth Advisors Inc.52,973$2.42M0.1%+4.2%0.109%
5/16/2024 Waverly Advisors LLC36,475$1.69M0.0%N/A0.075%
5/15/2024 Kestra Advisory Services LLC342,805$15.84M0.1%-1.5%0.705%
5/14/2024 JT Stratford LLC6,654$307K0.1%N/A0.014%
5/14/2024 Northwest Wealth Management LLC14,202$656K0.2%-5.3%0.029%
5/14/2024 Mattern Wealth Management LLC28,222$1.30M0.3%+3.0%0.058%
5/11/2024 Beaumont Financial Advisors LLC8,525$394K0.0%+5.9%0.018%
5/11/2024 Chiron Capital Management LLC6,277$290K0.3%-11.3%0.013%
5/10/2024 Osaic Holdings Inc.714,363$33.01M0.1%+0.7%1.468%
5/9/2024 Private Portfolio Partners LLC45,779$2.12M0.4%+4.6%0.094%
5/9/2024 Kingsview Wealth Management LLC50,434$2.33M0.1%+2.9%0.104%
5/9/2024 Endowment Wealth Management Inc.34,229$1.58M1.2%+4.4%0.070%
5/9/2024 Koshinski Asset Management Inc.11,160$516K0.1%-34.4%0.023%
5/8/2024 Cozad Asset Management Inc.11,802$545K0.1%-4.4%0.024%
5/8/2024 Avantax Advisory Services Inc.74,558$3.45M0.0%-1.2%0.153%
5/8/2024 Legacy Capital Group California Inc.12,414$574K0.2%-6.8%0.026%
5/7/2024 Concurrent Investment Advisors LLC62,528$2.89M0.1%+21.1%0.129%
5/7/2024 Significant Wealth Partners LLC16,060$742K0.5%+81.8%0.033%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management137,817$6.37M0.2%-5.8%0.283%
5/6/2024 Envestnet Portfolio Solutions Inc.45,294$2.09M0.0%+350.1%0.093%
5/6/2024 TFG Advisers LLC12,370$572K0.2%+46.9%0.025%
5/4/2024 Geneos Wealth Management Inc.21,441$991K0.0%-72.3%0.044%
5/4/2024 Csenge Advisory Group18,172$840K0.0%-23.6%0.037%
5/3/2024 MRA Advisory Group12,525$579K0.3%-22.9%0.026%
5/3/2024 Integrity Financial Corp WA78,109$3.61M2.5%+10.3%0.161%
5/2/2024 Mutual Advisors LLC34,604$1.60M0.1%-22.0%0.071%
5/2/2024 Moloney Securities Asset Management LLC34,901$1.61M0.2%+4.7%0.072%
5/1/2024 StoneX Group Inc.18,331$847K0.1%-5.0%0.038%
5/1/2024 Blackhawk Capital Partners LLC.52,119$2.41M1.5%-1.6%0.107%
5/1/2024 Janney Montgomery Scott LLC123,596$5.71M0.0%-19.9%0.254%
5/1/2024 BNP Paribas Financial Markets19,748$913K0.0%+1,677.5%0.041%
5/1/2024 Concourse Financial Group Securities Inc.38,566$1.78M0.1%+7.3%0.079%
4/30/2024 Private Advisor Group LLC72,739$3.36M0.0%-27.5%0.150%
4/30/2024 J.W. Cole Advisors Inc.76,432$3.53M0.2%-7.8%0.157%
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4/30/2024 Curtis Advisory Group LLC12,327$570K0.2%+7.2%0.025%
4/30/2024 Hartline Investment Corp32,988$1.52M0.3%N/A0.068%
4/30/2024 Fortis Group Advisors LLC10,730$496K0.1%-3.0%0.022%
4/30/2024 Perigon Wealth Management LLC4,904$227K0.0%N/A0.010%
4/29/2024Commonwealth Equity Services LLC153,859$7.11M0.0%-47.4%0.317%
4/26/2024 Aspen Investment Management Inc74,730$3.45M1.8%-15.1%0.155%
4/26/2024 Clear Creek Financial Management LLC115,393$5.33M0.7%+90.9%0.239%
4/26/2024 Chicago Partners Investment Group LLC137,423$6.33M0.3%+6.9%0.284%
4/25/2024 Capital Investment Advisory Services LLC32,003$1.48M0.2%+12.4%0.066%
4/25/2024 Eudaimonia Partners LLC31,439$1.45M0.3%N/A0.065%
4/25/2024 Eudaimonia Advisors LLC18,294$845K0.4%N/A0.038%
4/25/2024 Presidio Capital Management LLC178,060$8.23M6.0%+14.3%0.368%
4/25/2024 Cambridge Investment Research Advisors Inc.188,331$8.70M0.0%-21.7%0.390%
4/24/2024 Family Legacy Inc.4,941$228K0.1%-11.3%0.010%
4/24/2024 Trinity Legacy Partners LLC49,917$2.31M0.7%-4.6%0.103%
4/24/2024 NBT Bank N A NY7,237$334K0.0%-5.3%0.015%
4/24/2024 Spire Wealth Management3,856$178K0.0%-9.6%0.008%
4/24/2024 Midwest Heritage Bank FSB115,951$5.36M2.8%+18.8%0.240%
4/23/2024 Global Retirement Partners LLC3,720$172K0.0%-24.7%0.008%
4/23/2024 Twin Peaks Wealth Advisors LLC46,014$2.13M1.2%-13.1%0.095%
4/23/2024 Cherry Creek Investment Advisors Inc.183,863$8.50M4.6%+3.0%0.381%
4/23/2024 Nations Financial Group Inc. IA ADV73,584$3.40M0.3%+6.8%0.153%
4/23/2024 TrueWealth Advisors LLC82,496$3.81M1.5%+471.6%0.171%
4/23/2024 Strategic Blueprint LLC13,778$637K0.0%+6.1%0.029%
4/23/2024 Raymond James Financial Services Advisors Inc.753,742$34.83M0.1%-18.2%1.562%
4/22/2024 American Financial Advisors LLC61,597$2.85M0.4%-2.0%0.128%
4/22/2024 Nilsine Partners LLC145,187$6.71M0.9%+2.2%0.301%
4/22/2024 Raymond James & Associates501,176$23.16M0.0%+3.9%1.039%
4/22/2024 Aurora Private Wealth Inc.72,166$3.33M2.9%+12.7%0.150%
4/22/2024 Edge Financial Advisors LLC9,610$444K0.4%N/A0.020%
4/19/2024 Capital Wealth Management LLC11,860$548K0.3%-72.5%0.025%
4/19/2024 Kovack Advisors Inc.66,760$3.09M0.4%+17.3%0.139%
4/19/2024 PCG Wealth Advisors LLC37,570$1.74M0.8%+11.8%0.078%
4/19/2024 Lake Street Private Wealth LLC133,265$6.16M0.9%+5.1%0.277%
4/19/2024 IVC Wealth Advisors LLC12,219$565K0.3%-5.3%0.025%
4/18/2024 Tower Wealth Partners Inc.197,725$9.14M5.9%+3.0%0.411%
4/18/2024 Saxon Interests Inc.47,042$2.17M1.0%-1.9%0.098%
4/18/2024 Miracle Mile Advisors LLC15,410$712K0.0%-56.9%0.032%
4/16/2024 RiverTree Advisors LLC127,153$5.88M3.9%-0.4%0.264%
4/16/2024 Colorado Capital Management Inc.74,898$3.46M2.0%-10.4%0.156%
4/16/2024 Wealth Enhancement Advisory Services LLC94,807$4.38M0.0%+0.4%0.197%
4/15/2024 WealthCare Investment Partners LLC23,590$1.09M0.5%-6.1%0.049%
4/15/2024 Key Client Fiduciary Advisors LLC22,280$1.03M0.5%+6.0%0.046%
4/15/2024 Brookstone Capital Management11,711$541K0.0%-4.4%0.024%
4/15/2024 Sunbelt Securities Inc.1,494$69K0.0%-22.4%0.003%
4/15/2024 Elevated Capital Advisors LLC7,038$325K0.1%-13.3%0.015%
4/15/2024 Financial Enhancement Group LLC56,100$2.59M0.4%-16.6%0.117%
4/15/2024 Flagstar Advisors Inc.50,808$2.35M0.7%-18.0%0.106%
4/13/2024 Inspirion Wealth Advisors LLC8,215$380K0.1%-5.8%0.017%
4/13/2024 Quad Cities Investment Group LLC25,980$1.20M0.7%-11.3%0.054%
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4/12/2024 Dynamic Advisor Solutions LLC30,389$1.40M0.0%-8.5%0.064%
4/12/2024 McNaughton Wealth Management LLC61,624$2.85M1.6%+4.9%0.129%
4/12/2024 Global Assets Advisory LLC476,116$22.00M0.1%+4,518.0%0.995%
4/12/2024 Southland Equity Partners LLC6,897$319K0.1%-27.9%0.014%
4/11/2024 International Assets Investment Management LLC8,567$396K0.0%-12.8%0.018%
4/11/2024 Murphy Middleton Hinkle & Parker Inc.41,496$1.92M1.1%-6.8%0.087%
4/11/2024 &PARTNERS13,347$617K0.1%N/A0.028%
4/11/2024 RFG Advisory LLC165,796$7.66M0.3%+7.9%0.346%
4/10/2024 Park Avenue Securities LLC37,375$1.73M0.0%+23.3%0.079%
4/10/2024 TL Private Wealth464,284$21.48M10.6%+4.8%0.978%
(Data available from 1/1/2016 forward)

FTSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTSL shares?

During the previous two years, 390 institutional investors and hedge funds held shares of First Trust Senior Loan ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($19.36B), Royal Bank of Canada ($115.97M), Bank of America Corp DE ($97.42M), LPL Financial LLC ($74.66M), UBS Group AG ($63.32M), Wells Fargo & Company MN ($55.56M), and Wagner Wealth Management LLC ($50.86M).Learn more on FTSL's institutional investors.

Which institutional investors have been buying First Trust Senior Loan ETF stock?

Of the 322 institutional investors that purchased First Trust Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Virtue Capital Management LLC ($2.03M), Wagner Wealth Management LLC ($731.66K), Connectus Wealth LLC ($714.08K), Bank of America Corp DE ($652.61K), Blue Chip Partners Inc. ($580.18K), Osaic Holdings Inc. ($517.92K), and Cyndeo Wealth Partners LLC ($487.38K).

How much institutional buying is happening at First Trust Senior Loan ETF?

Institutional investors have bought a total of 20,474,170 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

Which First Trust Senior Loan ETF major shareholders have been selling company stock?

Of the 273 institutional investors that sold First Trust Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Financial Group ($1.34M), UBS Group AG ($1.31M), Jane Street Group LLC ($1.24M), Virtue Capital Management LLC ($880.83K), LPL Financial LLC ($855.67K), Commonwealth Equity Services LLC ($771.37K), and TruWealth Advisors LLC ($744.68K).

How much institutional selling is happening at First Trust Senior Loan ETF?

Institutional investors have sold a total of 23,980,121 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.


This page (NASDAQ:FTSL) was last updated on 5/20/2024 by MarketBeat.com Staff

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