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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +268 | +4.4% | 6,388 | $285.87K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +130 | — | 130 | $5.82K | Q2 2026 | Sep 04, 2026 |
| Mercer Global Advisors Inc | Buy | +9,498 | +46.5% | 29,942 | $1.34M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -270 | -0.4% | 66,297 | $2.97M | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -3,262 | -20.5% | 12,656 | $566.38K | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -559 | -1.9% | 28,410 | $1.27M | Q2 2026 | Aug 17, 2026 |
| Modern Wealth Management, Llc | Buy | +767,322 | — | 767,322 | $34.34M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +95,585 | +163.5% | 154,050 | $6.89M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +78,475 | +178.4% | 122,464 | $5.48M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +77,335 | +25.7% | 378,082 | $16.92M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +75,297 | +5.5% | 1,439,234 | $64.41M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +70,230 | +4.9% | 1,503,098 | $67.26M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -66,422 | -71.7% | 26,270 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, Llc | Sell | -55,641 | -35.6% | 100,724 | $4.51M | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +32,799 | — | 32,799 | $38.00 | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -23,959 | -49.9% | 24,057 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -16,079 | -37.3% | 27,010 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +13,489 | +0.8% | 1,669,953 | $74.73M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +10,132 | +76.9% | 23,311 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,829 | +21.0% | 39,387 | $1.76M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +6,649 | — | 6,649 | $297.56K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5,206 | +9822.6% | 5,259 | $235.33K | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +4,875 | — | 4,875 | $218.16K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -4,133 | -27.1% | 11,101 | $496.77K | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Sell | -3,580 | -5.4% | 62,915 | $2.82M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -3,078 | -9.4% | 29,786 | $1.33M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,641 | +0.1% | 1,467,308 | $65.66M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -1,575 | -3.8% | 40,215 | $1.80M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +656 | +19.5% | 4,025 | $180.12K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +627 | — | 627 | $28.03K | Q2 2026 | Aug 14, 2026 |
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.