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First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$46.08 0.00 (0.00%)
Closing price 08/15/2025 04:00 PM Eastern
Extended Trading
$44.42 -1.67 (-3.61%)
As of 08/15/2025 04:26 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
237
Total
Institutional Inflows
(last 12 months)
$469.23M
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$168.58M
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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
8/15/2025Tower Research Capital LLC TRC 190,069$8.72M0.2%+2,111,777.8%0.366%
8/15/2025Asset Allocation Strategies LLC42,568$1.95M0.4%-8.8%0.082%
8/15/2025Puff Wealth Management LLC26,484$1.22M0.4%+3.2%0.051%
8/15/2025Captrust Financial Advisors36,709$1.69M0.0%+16.0%0.071%
8/15/2025 Snowden Capital Advisors LLC56,928$2.61M0.1%-1.4%0.110%
8/15/2025 MML Investors Services LLC139,833$6.42M0.0%-4.6%0.269%
8/15/2025 Helium Advisors LLC17,104$785K0.5%+42.3%0.033%
8/15/2025 Garden State Investment Advisory Services LLC13,853$636K0.2%+89.4%0.027%
8/15/2025 Bank of America Corp DE1,875,309$86.06M0.0%-0.6%3.610%
8/14/2025 Jane Street Group LLC330,940$15.19M0.0%+36.9%0.637%
8/14/2025 Ausdal Financial Partners Inc.23,860$1.10M0.1%+316.0%0.046%
8/14/2025 Raymond James Financial Inc.1,502,512$68.95M0.0%-2.4%2.892%
8/14/2025 Betterment LLC8,957$411K0.0%+9.0%0.017%
8/14/2025 NewEdge Advisors LLC284,210$13.04M0.1%+4.0%0.547%
8/14/2025 Qube Research & Technologies Ltd3,251$149K0.0%+111.5%0.006%
8/13/2025 StoneX Group Inc.16,763$769K0.0%-2.6%0.032%
8/13/2025 SageView Advisory Group LLC62,926$2.89M0.1%-0.6%0.121%
8/13/2025 Baird Financial Group Inc.26,121$1.20M0.0%-74.1%0.050%
8/13/2025 First Trust Advisors LP1,200,153$55.10M0.0%+7.2%2.310%
8/13/2025 JT Stratford LLC13,489$619K0.1%-13.8%0.026%
8/13/2025 Twin Peaks Wealth Advisors LLC53,273$2.45M0.8%+37.6%0.103%
8/13/2025 RPg Family Wealth Advisory LLC162,516$7.46M2.0%+5.5%0.313%
8/13/2025 WCG Wealth Advisors LLC12,025$552K0.0%N/A0.023%
8/13/2025 Legacy Capital Wealth Partners LLC22,922$1.02M0.2%-8.2%0.044%
8/13/2025 Quadrature Capital Ltd104,613$4.80M0.1%N/A0.201%
8/13/2025 Virtue Capital Management LLC553,071$25.38M4.7%-14.7%1.065%
8/13/2025 Northwestern Mutual Wealth Management Co.11,661$535K0.0%-11.9%0.022%
8/12/2025 Richmond Investment Services LLC8,572$393K0.1%N/A0.017%
8/12/2025 J.W. Cole Advisors Inc.76,013$3.49M0.1%-2.7%0.146%
8/12/2025 CreativeOne Wealth LLC6,875$315K0.0%-5.9%0.013%
8/12/2025 MAI Capital Management37,421$1.72M0.0%-6.1%0.072%
8/12/2025 JPMorgan Chase & Co.164,889$7.57M0.0%-13.3%0.317%
8/12/2025 Prudential PLC67,450$3.10M0.0%-3.3%0.130%
8/12/2025 PKS Advisory Services LLC6,093$280K0.1%+7.2%0.012%
8/11/2025 Aspen Investment Management Inc84,158$3.86M1.6%+1.0%0.162%
8/11/2025 Chiron Capital Management LLC5,277$242K0.2%-27.5%0.010%
8/11/2025 Plotkin Financial Advisors LLC17,889$821K0.5%+43.9%0.034%
8/11/2025 Western Wealth Management LLC17,414$799K0.0%+11.0%0.034%
8/8/2025 Rockefeller Capital Management L.P.96,406$4.42M0.0%+12.1%0.186%
8/8/2025 Kingsview Wealth Management LLC65,680$3.01M0.1%-2.0%0.126%
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8/8/2025 Avantax Advisory Services Inc.43,776$2.01M0.0%-44.6%0.084%
8/8/2025 Cetera Investment Advisers376,411$17.27M0.0%-11.4%0.725%
8/8/2025 Flaharty Asset Management LLC723,967$33.22M6.8%+1.1%1.394%
8/8/2025 L & S Advisors Inc15,601$716K0.1%-13.2%0.030%
8/8/2025 Petix & Botte Co92,358$4.24M1.0%+18.8%0.178%
8/7/2025 Alpha Cubed Investments LLC10,787$495K0.0%-3.4%0.021%
8/7/2025 PFG Advisors10,497$482K0.0%+32.7%0.020%
8/6/2025 Prospera Financial Services Inc115,081$5.28M0.1%-2.3%0.222%
8/6/2025 AE Wealth Management LLC13,400$615K0.0%-9.6%0.026%
8/6/2025 Legacy Wealth Managment LLC ID35,870$1.65M0.9%-14.2%0.069%
8/6/2025 Wedbush Securities Inc.10,478$481K0.0%-17.6%0.020%
8/6/2025 Vestmark Advisory Solutions Inc.86,966$3.99M0.1%+106.7%0.167%
8/6/2025 OneAscent Wealth Management LLC52,093$2.39M0.9%+8.4%0.100%
8/6/2025 Tradewinds LLC.5,752$264K0.2%N/A0.011%
8/6/2025 Fairway Financial LLC118,686$5.45M4.6%+1.5%0.228%
8/6/2025 Moors & Cabot Inc.22,400$1.03M0.0%+6.7%0.043%
8/5/2025 Prosperity Consulting Group LLC37,558$1.72M0.1%-4.5%0.072%
8/5/2025 Bank of Montreal Can19,638$901K0.0%+1.4%0.038%
8/5/2025 Sigma Planning Corp12,863$590K0.0%-13.0%0.025%
8/5/2025 Integrity Financial Corp WA70,611$3.24M1.6%-15.4%0.136%
8/5/2025 Welch & Forbes LLC682,178$31.31M0.4%+3.3%1.313%
8/5/2025 Summit Investment Advisory Services LLC19,370$889K0.8%N/A0.037%
8/4/2025 Kovack Advisors Inc.91,893$4.22M0.4%+0.7%0.177%
8/4/2025 IFG Advisory LLC6,254$287K0.0%-16.2%0.012%
8/4/2025 Impact Partnership Wealth LLC14,941$686K0.1%N/A0.029%
8/4/2025 Atria Investments Inc4,503$207K0.0%N/A0.009%
8/4/2025 Assetmark Inc.43,592$2M0.0%-7.2%0.084%
8/4/2025 Spire Wealth Management14,288$656K0.0%+421.7%0.028%
8/1/2025 Capital Investment Counsel LLC356,598$16.36M2.5%+10.5%0.686%
8/1/2025 GGM Financials LLC9,323$428K0.1%N/A0.018%
8/1/2025 Wealth Watch Advisors INC12,383$568K0.3%-2.1%0.024%
8/1/2025 GoalVest Advisory LLC947$43K0.0%N/A0.002%
7/31/2025 Wealthfront Advisers LLC11,205$514K0.0%-11.0%0.022%
7/31/2025 Brighton Jones LLC5,906$271K0.0%-6.8%0.011%
7/31/2025 Focus Partners Advisor Solutions LLC14,738$676K0.0%-2.7%0.028%
7/31/2025 Glass Jacobson Investment Advisors llc8,488$390K0.2%-15.4%0.016%
7/31/2025 Moloney Securities Asset Management LLC44,005$2.02M0.2%-20.1%0.085%
7/30/2025 Strategic Blueprint LLC16,330$749K0.0%+6.3%0.031%
7/30/2025 Exencial Wealth Advisors LLC97,320$4.47M0.2%-2.6%0.187%
7/30/2025 Brookstone Capital Management142,378$6.53M0.1%-3.4%0.274%
7/30/2025 D.A. Davidson & CO.87,893$4.03M0.0%-15.2%0.169%
7/29/2025 Balboa Wealth Partners6,865$315K0.1%N/A0.013%
7/29/2025 Chicago Partners Investment Group LLC150,820$6.93M0.2%-3.1%0.290%
7/29/2025 International Assets Investment Management LLC8,124$373K0.0%+7.3%0.016%
7/29/2025 ShoreHaven Wealth Partners LLC31,872$1.46M0.6%-13.3%0.061%
7/29/2025 Huntleigh Advisors Inc.70,321$3.23M0.6%+10.6%0.135%
7/29/2025 Private Trust Co. NA10,548$484K0.0%+2.7%0.020%
7/29/2025 Activest Wealth Management2,600$119K0.0%-84.8%0.005%
7/28/2025 Uptick Partners LLC9,903$454K0.1%+2.8%0.019%
7/28/2025 Mission Hills Financial Advisory LLC131,835$6.05M3.8%-1.7%0.254%
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7/28/2025 Mutual Advisors LLC21,272$977K0.0%-10.4%0.041%
7/28/2025 Harbour Investments Inc.120,269$5.52M0.1%+2.3%0.232%
7/28/2025 RFG Advisory LLC64,302$2.95M0.1%-66.9%0.124%
7/25/2025 Atria Wealth Solutions Inc.17,265$792K0.0%-53.7%0.033%
7/25/2025 Envestnet Portfolio Solutions Inc.48,315$2.22M0.0%-6.8%0.093%
7/25/2025 Endowment Wealth Management Inc.46,380$2.13M1.1%+12.9%0.089%
7/25/2025 MGO One Seven LLC14,479$664K0.0%-18.3%0.028%
7/25/2025 CWM LLC290,274$13.32M0.0%-15.5%0.559%
7/25/2025 Concurrent Investment Advisors LLC61,759$2.83M0.1%-59.1%0.119%
7/25/2025 Apollon Wealth Management LLC18,498$849K0.0%+7.1%0.036%
(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, 389 institutional investors and hedge funds held shares of First Trust Senior Loan ETF. The most heavily invested institutionals were LPL Financial LLC ($90.22M), Bank of America Corp DE ($86.06M), Royal Bank of Canada ($71.87M), Wells Fargo & Company MN ($69.65M), Raymond James Financial Inc. ($68.95M), UBS Group AG ($63.32M), and First Trust Advisors LP ($55.10M).Learn more on First Trust Senior Loan ETF's institutional investors.

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

Of the 328 institutional investors that purchased First Trust Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.54M), International Assets Investment Management LLC ($772.58K), Jane Street Group LLC ($597.78K), Global Assets Advisory LLC ($495.52K), LPL Financial LLC ($476.28K), Cetera Investment Advisers ($426.23K), and Raymond James Financial Services Advisors Inc. ($414.33K).

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

Institutional investors have bought a total of 10,200,519 shares in the last 24 months. This purchase volume represents approximately $469.23M in transactions.

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

Of the 168 institutional investors that sold First Trust Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($332.22K), Truist Financial Corp ($319.08K), Envestnet Asset Management Inc. ($242.54K), Presidio Capital Management LLC ($174.19K), Royal Bank of Canada ($140.79K), RFG Advisory LLC ($129.81K), and Midwest Heritage Bank FSB ($106.95K).

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

Institutional investors have sold a total of 3,664,047 shares in the last 24 months. This volume of shares sold represents approximately $168.58M in transactions.



This page (NASDAQ:FTSL) was last updated on 8/16/2025 by MarketBeat.com Staff
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