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First Trust Senior Loan ETF (FTSL) Institutional Ownership

First Trust Senior Loan ETF logo
$46.36 -0.01 (-0.02%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Senior Loan ETF (NASDAQ:FTSL)

Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$294.13M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$225.03M
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FTSL Institutional Buying and Selling by Quarter

First Trust Senior Loan ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/15/2024 Stifel Financial Corp430,930$19.78M0.0%-4.8%0.917%
11/15/2024 SageView Advisory Group LLC68,218$3.13M0.2%-3.6%0.145%
11/15/2024 Integrated Wealth Concepts LLC14,632$671K0.0%+131.6%0.031%
11/15/2024 HighTower Advisors LLC84,632$3.89M0.0%-35.0%0.180%
11/15/2024 Hilltop Holdings Inc.18,541$851K0.1%+212.9%0.039%
11/15/2024 Garden State Investment Advisory Services LLC9,288$426K0.1%-30.1%0.020%
11/15/2024 Coastwise Capital Group LLC42,890$1.97M1.6%+43.1%0.091%
11/15/2024 Benjamin Edwards Inc.15,633$718K0.0%N/A0.033%
11/14/2024 Plotkin Financial Advisors LLC10,919$501K0.3%N/A0.023%
11/14/2024 Encompass More Asset Management11,054$507K0.2%N/A0.024%
11/14/2024 Flow Traders U.S. LLC33,350$1.53M0.1%+3.3%0.071%
11/14/2024 Captrust Financial Advisors27,801$1.28M0.0%+3.9%0.059%
11/14/2024 Rockefeller Capital Management L.P.72,591$3.33M0.0%+4.2%0.154%
11/14/2024 RPg Family Wealth Advisory LLC128,309$5.89M1.7%+6.9%0.273%
11/14/2024 CreativeOne Wealth LLC5,563$255K0.0%-41.5%0.012%
11/13/2024 D.A. Davidson & CO.56,505$2.59M0.0%+85.2%0.120%
11/13/2024 Private Trust Co. NA5,753$264K0.0%-47.0%0.012%
11/12/2024 Capital Investment Counsel LLC140,405$6.44M1.1%+593.0%0.299%
11/12/2024 Centaurus Financial Inc.6,053$278K0.0%-11.4%0.013%
11/12/2024 StoneX Group Inc.17,585$807K0.1%-52.9%0.037%
11/12/2024 Kingsview Wealth Management LLC55,331$2.54M0.1%+12.3%0.118%
11/12/2024 Flagstar Advisors Inc.57,718$2.65M0.7%+5.7%0.123%
11/12/2024 Meridian Wealth Management LLC6,026$277K0.0%-20.9%0.013%
11/12/2024 Raymond James Trust N.A.10,046$461K0.0%-17.2%0.021%
11/12/2024 Blackhawk Capital Partners LLC.69,190$3.18M1.7%+27.4%0.147%
11/8/2024 Moors & Cabot Inc.18,771$861K0.0%+4.2%0.040%
11/7/2024 Prospera Financial Services Inc122,734$5.63M0.1%-38.8%0.261%
11/7/2024 OneAscent Wealth Management LLC8,282$380K0.1%N/A0.018%
11/7/2024 Peterson Financial Group Inc.2,128$98K0.4%N/A0.005%
11/6/2024 OneDigital Investment Advisors LLC50,820$2.33M0.0%-3.6%0.108%
11/6/2024 Endowment Wealth Management Inc.29,825$1.37M0.9%-23.0%0.063%
11/6/2024 Kovack Advisors Inc.62,650$2.88M0.3%-4.6%0.133%
11/6/2024 Oppenheimer & Co. Inc.40,412$1.86M0.0%-5.1%0.086%
11/5/2024 First Heartland Consultants Inc.51,414$2.36M0.3%-5.5%0.109%
11/5/2024 Proactive Wealth Strategies LLC6,591$302K0.2%N/A0.014%
11/5/2024 Harbour Investments Inc.43,207$1.98M0.1%-9.3%0.092%
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11/5/2024 Apollon Wealth Management LLC11,609$533K0.0%-76.2%0.025%
11/5/2024 Northwest Wealth Management LLC14,975$687K0.2%+4.5%0.032%
11/5/2024 Nations Financial Group Inc. IA ADV88,379$4.06M0.3%+6.7%0.188%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.860$39K0.0%-92.7%0.002%
11/4/2024 Legacy Capital Wealth Partners LLC34,845$1.60M0.3%-6.8%0.074%
11/4/2024 Sigma Planning Corp16,697$766K0.0%-6.7%0.036%
11/1/2024 Atria Investments Inc7,099$326K0.0%-58.6%0.015%
11/1/2024 Assetmark Inc.1,742$80K0.0%-91.1%0.004%
11/1/2024 Presidio Capital Management LLC6,602$303K0.2%-96.3%0.014%
10/31/2024 Trinity Legacy Partners LLC79,423$3.67M0.8%+54.1%0.169%
10/31/2024 Walkner 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%
10/31/2024 Concurrent Investment Advisors LLC131,333$6.03M0.2%+8.8%0.279%
10/30/2024 Clarity Financial LLC16,365$751K0.1%-16.6%0.035%
10/30/2024 Moloney 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%
10/29/2024 Janney Montgomery Scott LLC100,287$4.60M0.0%-22.2%0.213%
10/29/2024 Clear Creek Financial Management LLC130,905$6.01M0.7%+13.2%0.279%
10/29/2024 Fullcircle Wealth LLC32,440$1.49M0.7%-37.5%0.069%
10/29/2024 Chicago Partners Investment Group LLC151,855$6.97M0.2%+6.0%0.323%
10/29/2024 Tower Wealth Partners Inc.233,603$10.72M6.2%+0.9%0.497%
10/28/2024 CacheTech Inc.120,497$5.53M1.2%+14.6%0.255%
10/28/2024 Gladstone Institutional Advisory LLC57,468$2.64M0.1%+4.1%0.122%
10/28/2024 Creative Financial Designs Inc. ADV6,779$311K0.0%+10.8%0.014%
10/28/2024 Stephens Inc. AR4,916$226K0.0%+6.5%0.010%
10/25/2024 Financial Advocates Investment Management10,397$477K0.0%-74.4%0.022%
10/25/2024 Twin Peaks Wealth Advisors LLC59,804$2.74M1.3%+6.3%0.127%
10/25/2024 Valmark Advisers Inc.22,817$1.05M0.0%+3.9%0.048%
10/25/2024 American Financial Advisors LLC48,566$2.23M0.3%-9.9%0.103%
10/25/2024 Integrated Advisors Network LLC67,456$3.10M0.1%-12.4%0.143%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,030$369K0.1%+4.7%0.017%
10/24/2024 IVC Wealth Advisors LLC10,801$496K0.3%-10.4%0.023%
10/24/2024 J.W. Cole Advisors Inc.73,240$3.36M0.1%+0.7%0.155%
10/24/2024 ShoreHaven Wealth Partners LLC49,003$2.25M1.1%+168.4%0.104%
10/24/2024 Wealth Enhancement Advisory Services LLC134,856$6.19M0.0%+7.9%0.285%
10/24/2024 PFG Investments LLC5,004$230K0.0%N/A0.011%
10/24/2024 Arkadios Wealth Advisors6,144$282K0.0%N/A0.013%
10/23/2024 Allworth Financial LP1,000$46K0.0%-76.8%0.002%
10/23/2024 Silver Oak Securities Incorporated14,212$652K0.1%-58.5%0.030%
10/23/2024 Merkkuri Wealth Advisors LLC5,799$266K0.2%+6.6%0.012%
10/23/2024 Legacy Capital Group California Inc.6,179$284K0.1%-47.2%0.013%
10/23/2024 Cambridge Advisors Inc.13,621$625K0.1%-2.8%0.029%
10/23/2024 RiverTree Advisors LLC128,412$5.89M4.0%+2.1%0.272%
10/23/2024 Grimes & Company Inc.4,923$226K0.0%-7.3%0.010%
10/23/2024 Global Assets Advisory LLC10,181$468K0.2%N/A0.022%
10/23/2024 Brighton Jones LLC4,787$220K0.0%-18.9%0.010%
10/22/2024 International Assets Investment Management LLC339,788$15.59M0.0%+3,386.8%0.719%
10/22/2024 Lake Street Private Wealth LLC143,100$6.57M1.1%+5.3%0.303%
10/22/2024 TFG Advisers LLC14,538$667K0.2%+2.3%0.031%
10/22/2024 Asset Allocation & Management Company LLC112,440$5.16M3.2%+561.4%0.238%
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10/22/2024 Private Advisor Group LLC63,814$2.93M0.0%-11.6%0.135%
10/22/2024 My Legacy Advisors LLC20,138$924K0.4%-20.1%0.043%
10/21/2024 Mattern Wealth Management LLC10,749$493K0.1%-35.8%0.023%
10/21/2024 Harbor Advisory Corp MA6,300$289K0.1%N/A0.013%
10/21/2024 Integrity Financial Corp WA84,548$3.88M2.3%+0.6%0.179%
10/19/2024Midwest Heritage Bank FSB116,069$5.33M2.5%-4.4%0.246%
10/19/2024Cyndeo Wealth Partners LLC364,394$16.72M1.2%+4.3%0.771%
10/19/2024New Century Financial Group LLC8,009$368K0.1%N/A0.017%
10/18/2024Key Client Fiduciary Advisors LLC42,142$1.93M0.9%+1.3%0.089%
10/18/2024Raymond James & Associates475,895$21.84M0.0%-8.3%1.007%
(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, 374 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 302 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 14,501,616 shares in the last 24 months. This purchase volume represents approximately $871.62M in transactions.

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

Of the 251 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 17,587,812 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.


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This page (NASDAQ:FTSL) was last updated on 11/17/2024 by MarketBeat.com Staff
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