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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Royal Bank Of Canada, Raymond James Financial Inc, Osaic Holdings, Inc., and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Buy | +44,263 | — | 44,263 | $2.03M | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Sell | -3,122 | -21.2% | 11,597 | $532.07K | Q4 2025 | May 15, 2026 |
| Rhodes Investment Advisors Inc | Buy | +6,150 | — | 6,150 | $282.16K | Q4 2025 | May 13, 2026 |
| Bison Wealth, Llc | Buy | +14,007 | — | 14,007 | $628.37K | Q4 2025 | Mar 24, 2026 |
| Lifetime Wealth Management P.C. | Buy | +15 | — | 15 | $279.82K | Q4 2025 | Mar 09, 2026 |
| Wms Group Llc | Buy | +90,985 | — | 90,985 | $4.17M | Q4 2025 | Mar 03, 2026 |
| Thryve Wealth Management Llc | Buy | +83,523 | — | 83,523 | $3.83M | Q4 2025 | Feb 25, 2026 |
| Midfirst Bank | Buy | +434 | — | 434 | $19.91K | Q4 2025 | Feb 25, 2026 |
| Sunbelt Securities, Inc. | Buy | +3,630 | — | 3,630 | $166.54K | Q4 2025 | Feb 20, 2026 |
| Little Harbor Advisors, Llc | Buy | +113,261 | — | 113,261 | $5.20K | Q4 2025 | Feb 19, 2026 |
| Plotkin Financial Advisors, Llc | Buy | +25,640 | — | 25,640 | $1.18M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,395,776 | — | 1,395,776 | $64.04M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +307,637 | — | 307,637 | $14.11M | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +161,723 | — | 161,723 | $7.42M | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +126,980 | — | 126,980 | $5.83M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +20,128 | — | 20,128 | $923.47K | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +69 | — | 69 | $3.17K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +1,743,492 | — | 1,743,492 | $79.99M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +1,550,685 | — | 1,550,685 | $71.14M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +578,982 | — | 578,982 | $26.56M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +437,181 | — | 437,181 | $20.06M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +271,259 | — | 271,259 | $12.45M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +115,367 | — | 115,367 | $5.29M | Q4 2025 | Feb 17, 2026 |
| Trustmark Bank Trust Department | Buy | +85,000 | — | 85,000 | $3.90M | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, Llc | Buy | +84,177 | — | 84,177 | $3.86M | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors Llc | Buy | +76,540 | — | 76,540 | $3.51M | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +68,946 | — | 68,946 | $3.16M | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +61,576 | — | 61,576 | $2.83M | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network Llc | Buy | +60,320 | — | 60,320 | $2.77M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +56,808 | — | 56,808 | $2.61M | Q4 2025 | Feb 17, 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.