Free Trial
→ Is American Carnage coming? (From Porter & Company) (Ad) Free FTSL Stock Alerts

First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$46.46 +0.05 (+0.10%)
As of 03:51 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
197
Total
Institutional Inflows
(last 12 months)
$298.36M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$237.49M
Get FTSL Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Senior Loan ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FTSL Institutional Buying and Selling by Quarter

First Trust Senior Loan ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC100,798$4.66M0.0%+0.5%0.203%
1/17/2025Beaumont Financial Advisors LLC8,960$414K0.0%+5.1%0.018%
1/17/2025Octavia Wealth Advisors LLC12,963$599K0.1%-8.9%0.026%
1/16/2025Koshinski Asset Management Inc.22,144$1.02M0.0%+185.8%0.045%
1/16/2025Colorado Capital Management Inc.75,685$3.50M1.7%-0.4%0.153%
1/16/2025MassMutual Private Wealth & Trust FSB700$32K0.0%N/A0.001%
1/16/2025Purus Wealth Management LLC8,568$396K0.2%-12.7%0.017%
1/16/2025FLC Capital Advisors4,533$210K0.0%N/A0.009%
1/16/2025RiverTree Advisors LLC127,594$5.90M3.9%-0.6%0.258%
1/16/2025TL Private Wealth466,873$21.67M9.7%+1.6%0.943%
1/16/2025Cambridge Advisors Inc.13,312$616K0.1%-2.3%0.027%
1/16/2025My Legacy Advisors LLC18,995$882K0.3%-5.7%0.038%
1/16/2025Murphy Middleton Hinkle & Parker Inc.37,927$1.75M1.0%-9.7%0.077%
1/16/2025Mission Hills Financial Advisory LLC137,032$6.34M4.9%+17.6%0.277%
1/15/2025 Ameritas Advisory Services LLC38,148$1.76M0.1%+34.6%0.077%
1/15/2025 Lake Street Private Wealth LLC136,255$6.30M1.0%-4.8%0.275%
1/15/2025 TrueWealth Advisors LLC100,708$4.66M1.6%+9.0%0.203%
1/15/2025 Fermata Advisors LLC5,167$239K0.0%N/A0.010%
1/14/2025 Financial Enhancement Group LLC27,937$1.29M0.2%-68.5%0.056%
1/14/2025 Park Avenue Securities LLC56,105$2.59M0.0%+34.7%0.113%
1/14/2025 Quad Cities Investment Group LLC18,517$856K0.4%-14.0%0.037%
1/14/2025 McNaughton Wealth Management LLC70,346$3.25M1.6%+1.6%0.142%
1/13/2025 Asset Allocation & Management Company LLC106,140$4.91M2.7%-5.6%0.214%
1/13/2025 Brookstone Capital Management135,959$6.29M0.1%-1.4%0.275%
1/13/2025 Boyce & Associates Wealth Consulting Inc.22,534$1.04M1.1%+29.0%0.046%
1/10/2025 HBW Advisory Services LLC15,252$705K0.1%+3.9%0.031%
1/8/2025 International Assets Investment Management LLC8,137$376K0.0%-97.6%0.017%
12/26/2024JPMorgan Chase & Co.192,086$8.82M0.0%+238.2%0.409%
12/13/2024B. Riley Wealth Advisors Inc.43,333$1.99M0.1%-22.5%0.092%
12/10/2024Garden State Investment Advisory Services LLC9,288$426K0.1%-30.1%0.020%
12/3/2024Little Harbor Advisors LLC143,155$6.57M4.1%+8.0%0.305%
11/25/2024Sanctuary Advisors LLC87,178$4.03M0.0%-5.7%0.185%
11/25/2024Pine Valley Investments Ltd Liability Co137,175$6.30M0.4%+64.5%0.292%
11/18/2024Virtue Capital Management LLC433,590$19.90M4.0%+11.1%0.923%
11/18/2024Arete Wealth Advisors LLC36,856$1.69M0.1%+19.3%0.078%
11/18/2024Asset Allocation Strategies LLC72,660$3.33M0.9%-32.1%0.155%
11/15/2024MML Investors Services LLC91,740$4.21M0.0%-4.1%0.195%
11/15/2024Legacy Investment Solutions LLC60,087$2.79M1.7%N/A0.128%
11/15/2024Jane Street Group LLC126,138$5.79M0.0%+24.8%0.268%
11/15/2024Kovitz Investment Group Partners LLC582,473$26.73M0.2%+12.4%1.239%
11/15/2024Stifel Financial Corp430,930$19.78M0.0%-4.8%0.917%
11/15/2024SageView Advisory Group LLC68,218$3.13M0.2%-3.6%0.145%
11/15/2024Integrated Wealth Concepts LLC14,632$671K0.0%+131.6%0.031%
11/15/2024HighTower Advisors LLC84,632$3.89M0.0%-35.0%0.180%
11/15/2024Hilltop Holdings Inc.18,541$851K0.1%+212.9%0.039%
11/15/2024Garden State Investment Advisory Services LLC9,288$426K0.1%-30.1%0.020%
11/15/2024Coastwise Capital Group LLC42,890$1.97M1.6%+43.1%0.091%
11/15/2024Benjamin Edwards Inc.15,633$718K0.0%N/A0.033%
11/14/2024Plotkin Financial Advisors LLC10,919$501K0.3%N/A0.023%
11/14/2024Encompass More Asset Management11,054$507K0.2%N/A0.024%
11/14/2024Flow Traders U.S. LLC33,350$1.53M0.1%+3.3%0.071%
11/14/2024Captrust Financial Advisors27,801$1.28M0.0%+3.9%0.059%
11/14/2024Rockefeller Capital Management L.P.72,591$3.33M0.0%+4.2%0.154%
11/14/2024RPg Family Wealth Advisory LLC128,309$5.89M1.7%+6.9%0.273%
11/14/2024CreativeOne Wealth LLC5,563$255K0.0%-41.5%0.012%
11/13/2024D.A. Davidson & CO.56,505$2.59M0.0%+85.2%0.120%
11/13/2024Private Trust Co. NA5,753$264K0.0%-47.0%0.012%
11/12/2024Capital Investment Counsel LLC140,405$6.44M1.1%+593.0%0.299%
11/12/2024Centaurus Financial Inc.6,053$278K0.0%-11.4%0.013%
11/12/2024StoneX Group Inc.17,585$807K0.1%-52.9%0.037%
11/12/2024Kingsview Wealth Management LLC55,331$2.54M0.1%+12.3%0.118%
11/12/2024Flagstar Advisors Inc.57,718$2.65M0.7%+5.7%0.123%
11/12/2024Meridian Wealth Management LLC6,026$277K0.0%-20.9%0.013%
11/12/2024Raymond James Trust N.A.10,046$461K0.0%-17.2%0.021%
11/12/2024Blackhawk Capital Partners LLC.69,190$3.18M1.7%+27.4%0.147%
11/8/2024Moors & Cabot Inc.18,771$861K0.0%+4.2%0.040%
11/7/2024Prospera Financial Services Inc122,734$5.63M0.1%-38.8%0.261%
11/7/2024OneAscent Wealth Management LLC8,282$380K0.1%N/A0.018%
11/7/2024Peterson Financial Group Inc.2,128$98K0.4%N/A0.005%
11/6/2024OneDigital Investment Advisors LLC50,820$2.33M0.0%-3.6%0.108%
11/6/2024Endowment Wealth Management Inc.29,825$1.37M0.9%-23.0%0.063%
11/6/2024Kovack Advisors Inc.62,650$2.88M0.3%-4.6%0.133%
11/6/2024Oppenheimer & Co. Inc.40,412$1.86M0.0%-5.1%0.086%
11/5/2024First Heartland Consultants Inc.51,414$2.36M0.3%-5.5%0.109%
11/5/2024Proactive Wealth Strategies LLC6,591$302K0.2%N/A0.014%
11/5/2024Harbour Investments Inc.43,207$1.98M0.1%-9.3%0.092%
11/5/2024Apollon Wealth Management LLC11,609$533K0.0%-76.2%0.025%
11/5/2024Northwest Wealth Management LLC14,975$687K0.2%+4.5%0.032%
11/5/2024Nations Financial Group Inc. IA ADV88,379$4.06M0.3%+6.7%0.188%
11/4/2024Migdal Insurance & Financial Holdings Ltd.860$39K0.0%-92.7%0.002%
11/4/2024Legacy Capital Wealth Partners LLC34,845$1.60M0.3%-6.8%0.074%
11/4/2024Sigma Planning Corp16,697$766K0.0%-6.7%0.036%
11/1/2024Atria Investments Inc7,099$326K0.0%-58.6%0.015%
11/1/2024Assetmark Inc.1,742$80K0.0%-91.1%0.004%
11/1/2024Presidio Capital Management LLC6,602$303K0.2%-96.3%0.014%
10/31/2024Trinity Legacy Partners LLC79,423$3.67M0.8%+54.1%0.169%
10/31/2024Walkner Condon Financial Advisors LLC10,307$473K0.1%-19.7%0.022%
10/31/2024 Financial Enhancement Group LLC88,632$3.98M0.7%+226.4%0.189%
10/31/2024Concurrent Investment Advisors LLC131,333$6.03M0.2%+8.8%0.279%
10/30/2024Clarity Financial LLC16,365$751K0.1%-16.6%0.035%
10/30/2024Moloney Securities Asset Management LLC47,470$2.18M0.3%+5.7%0.101%
10/29/2024 TrueWealth Advisors LLC92,376$4.24M1.4%+18.2%0.197%
10/29/2024Janney Montgomery Scott LLC100,287$4.60M0.0%-22.2%0.213%
10/29/2024Clear Creek Financial Management LLC130,905$6.01M0.7%+13.2%0.279%
10/29/2024Fullcircle Wealth LLC32,440$1.49M0.7%-37.5%0.069%
10/29/2024Chicago Partners Investment Group LLC151,855$6.97M0.2%+6.0%0.323%
10/29/2024Tower Wealth Partners Inc.233,603$10.72M6.2%+0.9%0.497%
10/28/2024CacheTech Inc.120,497$5.53M1.2%+14.6%0.255%
10/28/2024Gladstone Institutional Advisory LLC57,468$2.64M0.1%+4.1%0.122%
10/28/2024Creative Financial Designs Inc. ADV6,779$311K0.0%+10.8%0.014%
(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, 375 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), LPL Financial LLC ($97.82M), Bank of America Corp DE ($97.42M), UBS Group AG ($63.32M), One Capital Management LLC ($62.26M), and Wells Fargo & Company MN ($55.56M).Learn more on FTSL's institutional investors.

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

Of the 304 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: International Assets Investment Management LLC ($782.47K), Wagner Wealth Management LLC ($718.91K), Osaic Holdings Inc. ($517.92K), Cyndeo Wealth Partners LLC ($502.39K), Global Assets Advisory LLC ($475.99K), One Capital Management LLC ($448.04K), and Raymond James Financial Services Advisors Inc. ($428.16K).

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

Institutional investors have bought a total of 14,737,994 shares in the last 24 months. This purchase volume represents approximately $878.00M in transactions.

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

Of the 252 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), Jane Street Group LLC ($1.24M), LPL Financial LLC ($798.31K), UBS Group AG ($655.30K), Virtue Capital Management LLC ($577.27K), Tanager Wealth Management LLP ($564.52K), and Wells Fargo & Company MN ($553.74K).

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

Institutional investors have sold a total of 17,933,859 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.


Related Companies

This page (NASDAQ:FTSL) was last updated on 1/17/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored