FIRST TRUST SENIOR LOAN ETF (FTSL) Institutional Shareholders
FIRST TRUST SENIOR LOAN ETF (FTSL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.61B in FTSL holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTSL tracked by InsiderSet, reporting ownership valued at approximately $220.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $220.93M, representing an estimated gain of +0.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed FTSL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST SENIOR LOAN ETF (FTSL).
This page ranks the largest institutional FTSL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
298
Total Reported Value
$1.61B
Largest Holder
Morgan Stanley
Largest Position
$220.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 4,917,166 | $220,043,241 | $220,928,268 | +$885,027 | +0.40% | |
| Lpl Financial Llc | 0.03% | 2,785,802 | $124,664,611 | $125,166,084 | +$501,473 | +0.40% | |
| Wells Fargo & Company/Mn | 0.01% | 1,669,953 | $74,730,410 | $75,030,988 | +$300,578 | +0.40% | |
| Royal Bank Of Canada | 0.01% | 1,503,098 | $67,264,000 | $67,534,193 | +$270,193 | +0.40% | |
| Bank Of America Corp | 0.00% | 1,467,308 | $65,662,035 | $65,926,148 | +$264,113 | +0.40% | |
| One Capital Management, Llc | 1.79% | 1,439,544 | $64,491,588 | $64,678,712 | +$187,124 | +0.29% | |
| Raymond James Financial Inc | 0.02% | 1,439,234 | $64,405,704 | $64,664,784 | +$259,080 | +0.40% | |
| First Trust Advisors Lp | 0.03% | 1,298,064 | $58,049,803 | $58,322,016 | +$272,213 | +0.47% | |
| Ubs Group Ag | 0.01% | 937,444 | $41,950,619 | $42,119,359 | +$168,740 | +0.40% | |
| Envestnet Asset Management Inc | 0.01% | 884,010 | $39,559,450 | $39,718,569 | +$159,119 | +0.40% | |
| Modern Wealth Management, Llc | 0.41% | 767,322 | $34,337,639 | $34,475,777 | +$138,138 | +0.40% | |
| Focus Partners Wealth | 0.03% | 669,136 | $29,943,855 | $30,064,280 | +$120,425 | +0.40% | |
| Virtue Capital Management, Llc | 3.81% | 637,860 | $28,544,240 | $28,659,050 | +$114,810 | +0.40% | |
| Welch & Forbes Llc | 0.32% | 597,151 | $26,722,551 | $26,829,994 | +$107,443 | +0.40% | |
| Concurrent Investment Advisors, Llc | 0.23% | 593,455 | $26,557,133 | $26,663,933 | +$106,800 | +0.40% | |
| Tl Private Wealth | 9.53% | 579,910 | $25,974,148 | $26,055,356 | +$81,208 | +0.31% | |
| Hikari Tsushin, Inc. | 1.69% | 570,196 | $25,516,271 | $25,618,906 | +$102,635 | +0.40% | |
| Cyndeo Wealth Partners, Llc | 0.99% | 469,326 | $21,002,335 | $21,086,817 | +$84,482 | +0.40% | |
| Cetera Investment Advisers | 0.02% | 455,074 | $20,364,557 | $20,446,475 | +$81,918 | +0.40% | |
| Capital Investment Counsel, Llc | 2.43% | 439,221 | $19,655,140 | $19,734,200 | +$79,060 | +0.40% | |
| Osaic Holdings, Inc. | 0.02% | 378,082 | $16,919,701 | $16,987,224 | +$67,523 | +0.40% | |
| Stifel Financial Corp | 0.01% | 362,078 | $16,203,067 | $16,268,165 | +$65,098 | +0.40% | |
| Fairvoy Private Wealth, Llc | 3.25% | 359,184 | $16,073,463 | $16,138,137 | +$64,674 | +0.40% | |
| Harbor Advisory Corp | 3.93% | 328,444 | $14,697,869 | $14,756,989 | +$59,120 | +0.40% | |
| Newedge Advisors, Llc | 0.04% | 300,787 | $13,460,273 | $13,514,360 | +$54,087 | +0.40% | |
| Cno Financial Group, Inc. | 6.64% | 252,000 | $11,277,000 | $11,322,360 | +$45,360 | +0.40% | |
| Davenport & Co Llc | 0.05% | 235,032 | $10,517,664 | $10,559,988 | +$42,324 | +0.40% | |
| Exchange Traded Concepts, Llc | 0.05% | 232,110 | $10,386,923 | $10,428,702 | +$41,779 | +0.40% | |
| Cwm, Llc | 0.03% | 226,914 | $10,165,734 | $10,195,246 | +$29,512 | +0.29% | |
| Nilsine Partners, Llc | 0.66% | 212,769 | $9,521,413 | $9,559,711 | +$38,298 | +0.40% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.14% | 206,573 | $9,244,163 | $9,281,325 | +$37,162 | +0.40% | |
| Blackhawk Capital Partners, Llc | 2.88% | 197,172 | $8,823,465 | $8,858,938 | +$35,473 | +0.40% | |
| Mml Investors Services, Llc | 0.02% | 195,171 | $8,733,886 | $8,769,033 | +$35,147 | +0.40% | |
| Clear Creek Financial Management, Llc | 0.52% | 179,524 | $8,033,688 | $8,066,013 | +$32,325 | +0.40% | |
| Private Advisor Group, Llc | 0.04% | 179,019 | $8,011,147 | $8,043,324 | +$32,177 | +0.40% | |
| Cachetech Inc. | 1.28% | 176,013 | $7,876,596 | $7,908,264 | +$31,668 | +0.40% | |
| Rpg Family Wealth Advisory, Llc | 1.33% | 164,965 | $7,382,184 | $7,411,877 | +$29,693 | +0.40% | |
| Commonwealth Equity Services, Llc | 0.01% | 161,876 | $7,243,961 | $7,273,089 | +$29,128 | +0.40% | |
| Adams Wealth Management | 1.35% | 157,438 | $7,045,364 | $7,073,689 | +$28,325 | +0.40% | |
| Lake Street Private Wealth, Llc | 0.80% | 157,228 | $7,035,875 | $7,064,254 | +$28,379 | +0.40% | |
| &Partners | 0.03% | 154,050 | $6,893,752 | $6,921,467 | +$27,715 | +0.40% | |
| Petix & Botte Co | 1.29% | 143,213 | $6,408,912 | $6,434,560 | +$25,648 | +0.40% | |
| Corecap Advisors, Llc | 0.19% | 142,146 | $6,361,034 | $6,386,620 | +$25,586 | +0.40% | |
| Chicago Partners Investment Group Llc | 0.13% | 140,891 | $6,292,181 | $6,330,233 | +$38,052 | +0.60% | |
| Rockefeller Capital Management L.P. | 0.01% | 138,827 | $6,212,540 | $6,237,497 | +$24,957 | +0.40% | |
| Asset Allocation & Management Company, Llc | 2.02% | 138,670 | $6,205,000 | $6,230,443 | +$25,443 | +0.41% | |
| Fairway Financial, Llc | 4.17% | 136,173 | $6,093,740 | $6,118,253 | +$24,513 | +0.40% | |
| Prospera Financial Services Inc | 0.09% | 133,955 | $5,995,363 | $6,018,598 | +$23,235 | +0.39% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 122,464 | $5,480,256 | $5,502,308 | +$22,052 | +0.40% | |
| Harbour Investments, Inc. | 0.07% | 113,687 | $5,087,492 | $5,107,957 | +$20,465 | +0.40% |
Frequently asked questions about FTSL
Who owns the most FTSL stock?
The largest holders of FTSL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST SENIOR LOAN ETF (FTSL).
Is FTSL widely held by superinvestors?
Many widely followed stocks like FTSL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTSL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.