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FTSL · First Trust Senior Loan Fund ETF

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$44.97 +0.07 (+0.17%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $336,877
Total Shares: 7,528

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
73.8%
Mar 2022 → Jun 2026 · range 9.9% – 100.0%
−26.2 pts
Top 5
100.0%
Mar 2022 → Jun 2026 · range 35.2% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 48.2% – 100.0%
0.0 pts
HHI
6,048
Mar 2022 → Jun 2026 · range 369 – 10,000
Highly concentrated−3,952

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +2
Institutional value: +8164.9%
Shares held: +8172.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
TUCKER ASSET MANAGEMENT LLC +1,752 1,843

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Kinetic Wealth Investment Advisors LLC 5,555 $248,586
Parkside Financial Bank & Trust 130 $5,817

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 2 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Kinetic Wealth Investment Advisors LLC FTSL $248,586 73.79% 5,555
TUCKER ASSET MANAGEMENT LLC FTSL $82,474 24.48% 1,843
Parkside Financial Bank & Trust FTSL $5,817 1.73% 130