FTSL Institutional Ownership & Shareholders
FIRST TRUST SENIOR LOAN ETF (FTSL) is currently held by 312 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.66B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $218.76M, representing an estimated loss of -0.58% 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
312
Total Reported Value
$1.66B
Largest Holder
Morgan Stanley
Largest Position
$220.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
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 | $218,764,715 | -$1,278,526 | -0.58% | |
| Lpl Financial Llc | 0.03% | 2,785,802 | $124,664,611 | $123,940,331 | -$724,280 | -0.58% | |
| Wells Fargo & Company/Mn | 0.01% | 1,669,953 | $74,730,410 | $74,296,209 | -$434,201 | -0.58% | |
| Royal Bank Of Canada | 0.01% | 1,503,098 | $67,264,000 | $66,872,830 | -$391,170 | -0.58% | |
| Bank Of America Corp | 0.00% | 1,467,308 | $65,662,035 | $65,280,533 | -$381,502 | -0.58% | |
| One Capital Management, Llc | 1.79% | 1,439,544 | $64,491,588 | $64,045,313 | -$446,275 | -0.69% | |
| Manchester Financial Inc | 11.41% | 1,445,667 | $64,433,394 | $64,317,725 | -$115,669 | -0.18% | |
| Raymond James Financial Inc | 0.02% | 1,439,234 | $64,405,704 | $64,031,521 | -$374,183 | -0.58% | |
| First Trust Advisors Lp | 0.03% | 1,298,064 | $58,049,803 | $57,750,867 | -$298,936 | -0.51% | |
| Ubs Group Ag | 0.01% | 937,444 | $41,950,619 | $41,706,884 | -$243,735 | -0.58% | |
| Envestnet Asset Management Inc | 0.01% | 884,010 | $39,559,450 | $39,329,605 | -$229,845 | -0.58% | |
| Modern Wealth Management, Llc | 0.41% | 767,322 | $34,337,639 | $34,138,156 | -$199,483 | -0.58% | |
| Focus Partners Wealth | 0.03% | 669,136 | $29,943,855 | $29,769,861 | -$173,994 | -0.58% | |
| Welch & Forbes Llc | 0.32% | 597,151 | $26,722,551 | $26,567,248 | -$155,303 | -0.58% | |
| Hikari Tsushin, Inc. | 1.69% | 570,196 | $25,516,271 | $25,368,020 | -$148,251 | -0.58% | |
| Tl Private Wealth | 8.66% | 542,418 | $24,208,105 | $24,132,177 | -$75,928 | -0.31% | |
| Virtue Capital Management, Llc | 2.95% | 508,126 | $22,647,164 | $22,606,526 | -$40,638 | -0.18% | |
| Cyndeo Wealth Partners, Llc | 1.01% | 499,972 | $22,283,753 | $22,243,754 | -$39,999 | -0.18% | |
| Cetera Investment Advisers | 0.02% | 455,074 | $20,364,557 | $20,246,242 | -$118,315 | -0.58% | |
| Capital Investment Counsel, Llc | 2.52% | 455,620 | $20,306,983 | $20,270,534 | -$36,449 | -0.18% | |
| Concurrent Investment Advisors, Llc | 0.14% | 446,966 | $19,921,289 | $19,885,517 | -$35,772 | -0.18% | |
| Osaic Holdings, Inc. | 0.02% | 378,082 | $16,919,701 | $16,820,868 | -$98,833 | -0.58% | |
| Stifel Financial Corp | 0.01% | 362,078 | $16,203,067 | $16,108,850 | -$94,217 | -0.58% | |
| Fairvoy Private Wealth, Llc | 3.11% | 345,999 | $15,421,164 | $15,393,496 | -$27,668 | -0.18% | |
| Harbor Advisory Corp | 3.93% | 328,444 | $14,697,869 | $14,612,474 | -$85,395 | -0.58% | |
| Newedge Advisors, Llc | 0.04% | 300,787 | $13,460,273 | $13,382,014 | -$78,259 | -0.58% | |
| Exchange Traded Concepts, Llc | 0.05% | 259,648 | $11,572,511 | $11,551,740 | -$20,771 | -0.18% | |
| Cno Financial Group, Inc. | 6.64% | 252,000 | $11,277,000 | $11,211,480 | -$65,520 | -0.58% | |
| Davenport & Co Llc | 0.06% | 248,687 | $11,083,986 | $11,064,085 | -$19,901 | -0.18% | |
| Cwm, Llc | 0.03% | 226,914 | $10,165,734 | $10,095,404 | -$70,330 | -0.69% | |
| Nilsine Partners, Llc | 0.69% | 221,043 | $9,851,887 | $9,834,203 | -$17,684 | -0.18% | |
| Commonwealth Equity Services, Llc | 0.01% | 203,821 | $9,084,285 | $9,067,996 | -$16,289 | -0.18% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.12% | 201,798 | $8,994,138 | $8,977,993 | -$16,145 | -0.18% | |
| Blackhawk Capital Partners, Llc | 2.88% | 197,172 | $8,823,465 | $8,772,182 | -$51,283 | -0.58% | |
| Mml Investors Services, Llc | 0.02% | 195,171 | $8,733,886 | $8,683,158 | -$50,728 | -0.58% | |
| Corecap Advisors, Llc | 0.23% | 181,832 | $8,104,252 | $8,089,706 | -$14,546 | -0.18% | |
| Private Advisor Group, Llc | 0.04% | 179,019 | $8,011,147 | $7,964,555 | -$46,592 | -0.58% | |
| Cachetech Inc. | 1.28% | 176,013 | $7,876,596 | $7,830,818 | -$45,778 | -0.58% | |
| Lake Street Private Wealth, Llc | 0.85% | 173,796 | $7,746,191 | $7,732,184 | -$14,007 | -0.18% | |
| Rpg Family Wealth Advisory, Llc | 1.33% | 164,965 | $7,382,184 | $7,339,293 | -$42,891 | -0.58% | |
| Fairway Financial, Llc | 4.52% | 162,246 | $7,231,313 | $7,218,325 | -$12,988 | -0.18% | |
| Adams Wealth Management | 1.35% | 157,438 | $7,045,364 | $7,004,417 | -$40,947 | -0.58% | |
| &Partners | 0.03% | 154,050 | $6,893,752 | $6,853,685 | -$40,068 | -0.58% | |
| Chicago Partners Investment Group Llc | 0.12% | 147,926 | $6,553,133 | $6,581,228 | +$28,095 | +0.43% | |
| Petix & Botte Co | 1.29% | 143,213 | $6,408,912 | $6,371,546 | -$37,366 | -0.58% | |
| Rockefeller Capital Management L.P. | 0.01% | 138,827 | $6,212,540 | $6,176,413 | -$36,127 | -0.58% | |
| Prospera Financial Services Inc | 0.09% | 133,955 | $5,995,363 | $5,959,658 | -$35,705 | -0.60% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 122,464 | $5,480,256 | $5,448,423 | -$31,833 | -0.58% | |
| Kestra Advisory Services, Llc | 0.02% | 118,788 | $5,294,364 | $5,284,878 | -$9,486 | -0.18% | |
| Clear Creek Financial Management, Llc | 0.40% | 118,521 | $5,282,482 | $5,272,999 | -$9,483 | -0.18% |
Frequently asked questions about FTSL
Who are the largest institutional holders of FTSL?
The largest institutional holders of FTSL reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Royal Bank Of Canada, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported FTSL position.
What is FTSL institutional ownership?
This page tracks FTSL positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST SENIOR LOAN ETF (FTSL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTSL?
InsiderSet currently tracks 312 institutional managers reporting FTSL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTSL shareholders.
How much FTSL stock do institutions own?
Institutional investment managers disclosed approximately $1.66B in FTSL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTSL institutional ownership last updated?
The latest FTSL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTSL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTSL position after the reporting date.
Are institutions buying or selling FTSL?
Institutional buying and selling can be analyzed by comparing FTSL positions across consecutive 13F reporting periods. InsiderSet's FTSL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTSL ownership changes.
How has FTSL institutional ownership changed over time?
InsiderSet tracks FTSL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.