FIRST TRUST SENIOR LOAN ETF (FTSL) Institutional Ownership Changes & 13F Activity

FIRST TRUST SENIOR LOAN ETF (FTSL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Modern Wealth Management, Llc, &Partners, Vestmark Advisory Solutions, Inc., Osaic Holdings, Inc., and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+268+4.4%6,388$285.87KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+130130$5.82KQ2 2026Sep 04, 2026
Mercer Global Advisors IncBuy+9,498+46.5%29,942$1.34MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-270-0.4%66,297$2.97MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-3,262-20.5%12,656$566.38KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-559-1.9%28,410$1.27MQ2 2026Aug 17, 2026
Modern Wealth Management, LlcBuy+767,322767,322$34.34MQ2 2026Aug 14, 2026
&PartnersBuy+95,585+163.5%154,050$6.89MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+78,475+178.4%122,464$5.48MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+77,335+25.7%378,082$16.92MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+75,297+5.5%1,439,234$64.41MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+70,230+4.9%1,503,098$67.26MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-66,422-71.7%26,270$1.18MQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcSell-55,641-35.6%100,724$4.51MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+32,79932,799$38.00Q2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-23,959-49.9%24,057$1.08MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-16,079-37.3%27,010$1.21MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+13,489+0.8%1,669,953$74.73MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+10,132+76.9%23,311$1.04MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,829+21.0%39,387$1.76MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+6,6496,649$297.56KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,206+9822.6%5,259$235.33KQ2 2026Aug 14, 2026
Keel Point, LlcBuy+4,8754,875$218.16KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-4,133-27.1%11,101$496.77KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcSell-3,580-5.4%62,915$2.82MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-3,078-9.4%29,786$1.33MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,641+0.1%1,467,308$65.66MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-1,575-3.8%40,215$1.80MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+656+19.5%4,025$180.12KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+627627$28.03KQ2 2026Aug 14, 2026
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Frequently asked questions about FTSL activity

  • Which institutional owners are buying FTSL?

    Institutional owners buying FTSL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FTSL activity?

    "Buy" means an investor increased their reported position in FTSL compared to the prior reporting period. This reflects growing exposure to FIRST TRUST SENIOR LOAN ETF (FTSL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FTSL increasing?

    Institutional interest in FTSL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.