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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Arete Wealth Advisors, LlcBuy+44,263—44,263$2.03MQ4 2025Aug 11, 2026
Independent Financial Group, LlcSell-3,122-21.2%11,597$532.07KQ4 2025May 15, 2026
Rhodes Investment Advisors IncBuy+6,150—6,150$282.16KQ4 2025May 13, 2026
Bison Wealth, LlcBuy+14,007—14,007$628.37KQ4 2025Mar 24, 2026
Lifetime Wealth Management P.C.Buy+15—15$279.82KQ4 2025Mar 09, 2026
Wms Group LlcBuy+90,985—90,985$4.17MQ4 2025Mar 03, 2026
Thryve Wealth Management LlcBuy+83,523—83,523$3.83MQ4 2025Feb 25, 2026
Midfirst BankBuy+434—434$19.91KQ4 2025Feb 25, 2026
Sunbelt Securities, Inc.Buy+3,630—3,630$166.54KQ4 2025Feb 20, 2026
Little Harbor Advisors, LlcBuy+113,261—113,261$5.20KQ4 2025Feb 19, 2026
Plotkin Financial Advisors, LlcBuy+25,640—25,640$1.18MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+1,395,776—1,395,776$64.04MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+307,637—307,637$14.11MQ4 2025Feb 18, 2026
Cachetech Inc.Buy+161,723—161,723$7.42MQ4 2025Feb 18, 2026
Adams Wealth ManagementBuy+126,980—126,980$5.83MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+20,128—20,128$923.47KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+69—69$3.17KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+1,743,492—1,743,492$79.99MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+1,550,685—1,550,685$71.14MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+578,982—578,982$26.56MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+437,181—437,181$20.06MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+271,259—271,259$12.45MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+115,367—115,367$5.29MQ4 2025Feb 17, 2026
Trustmark Bank Trust DepartmentBuy+85,000—85,000$3.90MQ4 2025Feb 17, 2026
Harvest Investment Services, LlcBuy+84,177—84,177$3.86MQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+76,540—76,540$3.51MQ4 2025Feb 17, 2026
Gladstone Institutional Advisory LlcBuy+68,946—68,946$3.16MQ4 2025Feb 17, 2026
&PartnersBuy+61,576—61,576$2.83MQ4 2025Feb 17, 2026
Integrated Advisors Network LlcBuy+60,320—60,320$2.77MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+56,808—56,808$2.61MQ4 2025Feb 17, 2026
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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.