FIRST TRUST SENIOR LOAN ETF (FTSL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.53B 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 $214.08M in its March 31, 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 $214.75M, representing an estimated gain of +0.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
300
Total Reported Value
$1.53B
Largest Holder
Morgan Stanley
Largest Position
$214.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
77
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% | 4,778,588 | $214,080,831 | $214,748,311 | +$667,480 | +0.31% | |
| Lpl Financial Llc | 0.03% | 2,517,561 | $112,786,719 | $113,138,436 | +$351,717 | +0.31% | |
| Wells Fargo & Company/Mn | 0.01% | 1,656,464 | $74,209,587 | $74,440,995 | +$231,408 | +0.31% | |
| Bank Of America Corp | 0.00% | 1,465,667 | $65,661,886 | $65,866,635 | +$204,749 | +0.31% | |
| One Capital Management, Llc | 1.77% | 1,439,544 | $64,491,588 | $64,692,675 | +$201,087 | +0.31% | |
| Royal Bank Of Canada | 0.01% | 1,432,868 | $64,192,000 | $64,392,658 | +$200,658 | +0.31% | |
| Raymond James Financial Inc | 0.02% | 1,363,937 | $61,104,356 | $61,294,920 | +$190,564 | +0.31% | |
| First Trust Advisors Lp | 0.04% | 1,274,813 | $57,097,095 | $57,289,714 | +$192,619 | +0.34% | |
| Ubs Group Ag | 0.01% | 931,738 | $41,741,863 | $41,872,026 | +$130,163 | +0.31% | |
| Envestnet Asset Management Inc | 0.01% | 837,005 | $37,497,809 | $37,614,754 | +$116,945 | +0.31% | |
| Flaharty Asset Management, Llc | 4.45% | 800,071 | $35,843,174 | $35,954,951 | +$111,777 | +0.31% | |
| Virtue Capital Management, Llc | 5.17% | 760,329 | $33,948,703 | $34,168,957 | +$220,254 | +0.65% | |
| Focus Partners Wealth | 0.03% | 667,003 | $29,881,730 | $29,974,915 | +$93,185 | +0.31% | |
| Welch & Forbes Llc | 0.37% | 631,873 | $28,307,903 | $28,396,183 | +$88,280 | +0.31% | |
| Hikari Tsushin, Inc. | 1.76% | 570,196 | $25,544,781 | $25,624,437 | +$79,656 | +0.31% | |
| Tl Private Wealth | 9.56% | 538,366 | $24,215,719 | $24,194,007 | -$21,712 | -0.09% | |
| Cyndeo Wealth Partners, Llc | 1.06% | 447,814 | $20,062,084 | $20,124,627 | +$62,543 | +0.31% | |
| Capital Investment Counsel, Llc | 2.72% | 443,345 | $19,861,856 | $19,923,791 | +$61,935 | +0.31% | |
| Cetera Investment Advisers | 0.02% | 436,318 | $19,547,055 | $19,608,000 | +$60,945 | +0.31% | |
| Stifel Financial Corp | 0.02% | 372,310 | $16,679,315 | $16,731,500 | +$52,185 | +0.31% | |
| Fairvoy Private Wealth, Llc | 3.60% | 336,512 | $15,075,746 | $15,122,748 | +$47,002 | +0.31% | |
| Harbor Advisory Corp | 4.34% | 322,007 | $14,425,914 | $14,470,898 | +$44,984 | +0.31% | |
| Osaic Holdings, Inc. | 0.02% | 300,747 | $13,474,237 | $13,515,480 | +$41,243 | +0.31% | |
| Concurrent Investment Advisors, Llc | 0.14% | 286,251 | $12,824,030 | $12,864,034 | +$40,004 | +0.31% | |
| Private Advisor Group, Llc | 0.06% | 270,060 | $12,098,689 | $12,136,415 | +$37,726 | +0.31% | |
| Cno Financial Group, Inc. | 6.66% | 252,000 | $11,289,600 | $11,324,804 | +$35,204 | +0.31% | |
| Cwm, Llc | 0.03% | 226,914 | $10,165,734 | $10,197,447 | +$31,713 | +0.31% | |
| Hightower Advisors, Llc | 0.01% | 225,897 | $10,120,222 | $10,151,743 | +$31,521 | +0.31% | |
| Exchange Traded Concepts, Llc | 0.07% | 215,250 | $9,643,200 | $9,673,270 | +$30,070 | +0.31% | |
| Nilsine Partners, Llc | 0.73% | 206,524 | $9,316,298 | $9,281,127 | -$35,171 | -0.38% | |
| Davenport & Co Llc | 0.05% | 195,596 | $8,762,704 | $8,790,026 | +$27,322 | +0.31% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.15% | 195,571 | $8,761,602 | $8,788,902 | +$27,300 | +0.31% | |
| Independent Financial Group, Llc | 0.10% | 185,162 | $8,474,700 | $8,321,125 | -$153,575 | -1.81% | |
| Nations Financial Group Inc | 0.39% | 167,055 | $7,484,096 | $7,507,402 | +$23,306 | +0.31% | |
| Commonwealth Equity Services, Llc | 0.01% | 162,142 | $7,263,973 | $7,286,613 | +$22,640 | +0.31% | |
| Rpg Family Wealth Advisory, Llc | 1.61% | 161,933 | $7,254,598 | $7,277,220 | +$22,622 | +0.31% | |
| Lake Street Private Wealth, Llc | 0.91% | 159,935 | $7,164,868 | $7,187,431 | +$22,563 | +0.31% | |
| Mml Investors Services, Llc | 0.02% | 158,139 | $7,084,614 | $7,106,719 | +$22,105 | +0.31% | |
| Mission Hills Financial Advisory, Llc | 3.59% | 156,365 | $7,005,138 | $7,026,996 | +$21,858 | +0.31% | |
| Newedge Advisors, Llc | 0.32% | 103,698 | $6,881,146 | $4,660,157 | -$2,220,989 | -32.28% | |
| Cachetech Inc. | 1.32% | 153,298 | $6,867,764 | $6,889,166 | +$21,402 | +0.31% | |
| Clear Creek Financial Management, Llc | 0.52% | 152,584 | $6,835,772 | $6,857,079 | +$21,307 | +0.31% | |
| Adams Wealth Management | 1.39% | 141,313 | $6,330,836 | $6,350,564 | +$19,728 | +0.31% | |
| Chicago Partners Investment Group Llc | 0.14% | 140,031 | $6,309,815 | $6,292,951 | -$16,864 | -0.27% | |
| Petix & Botte Co | 1.61% | 135,926 | $6,089,398 | $6,108,474 | +$19,076 | +0.31% | |
| Prospera Financial Services Inc | 0.10% | 134,549 | $6,028,515 | $6,046,592 | +$18,077 | +0.30% | |
| Fairway Financial, Llc | 4.51% | 132,335 | $5,928,613 | $5,947,095 | +$18,482 | +0.31% | |
| Rockefeller Capital Management L.P. | 0.01% | 112,560 | $5,042,701 | $5,058,413 | +$15,712 | +0.31% | |
| Harbour Investments, Inc. | 0.07% | 107,168 | $4,801,159 | $4,816,098 | +$14,939 | +0.31% | |
| Kovack Advisors, Inc. | 0.25% | 103,919 | $4,660,643 | $4,670,089 | +$9,446 | +0.20% |
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.