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Disclosery

FTSL FIRST TR EXCHANGE-TRADED FD

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SENIOR LN FD (fund)

296 managers (301 13F filers) reported a position in FTSL shares at 2026-06-30, 36,464,948 shares in all. 24 filers opened a position and 25 filers sold out during the quarter.

Managers
296
13F filers
301
New
24
Added
130
Reduced
112
Sold out
25
Shares held by filers
36,464,948

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
INDEPENDENT FINANCIAL GROUP, LLC8,726$390K0.01%-53613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,462$379K0.03%-26313F-HRTimelineGroup
Global Assets Advisory, LLC8,445$378K0.08%new13F-HRTimeline
BRIGHTON JONES LLC8,388$375K0.01%+1,83913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC8,383$375K0.09%-71213F-HRTimelineGroup
Providence First Trust Co8,029$359K0.1%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,997$358K<0.01%-1,50313F-HRTimelineGroup
RVW Wealth, LLC7,595$340K0.02%-1,07313F-HRTimeline
Integrated Wealth Concepts LLC7,487$335K<0.01%+1,36713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,412$332K0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,143$320K<0.01%+45413F-HRTimelineGroup
Meridian Wealth Management, LLC7,115$318K0.01%new13F-HRTimeline
Arkadios Wealth Advisors7,026$314K<0.01%-36,03213F-HRTimeline
Argent Trust Co7,000$313K0.01%013F-HRTimeline
Jacobi Capital Management LLC6,904$309K0.02%-42913F-HRTimeline
AE Wealth Management LLC6,786$304K<0.01%-1,98713F-HRTimeline
IFP Advisors, Inc6,774$303K0.01%-15,96313F-HRTimeline
World Investment Advisors6,649$298K<0.01%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC6,221$278K0.15%+3213F-HRTimeline
Creative Planningin group Creative Planning6,037$270K<0.01%-1,12813F-HRTimelineGroup
Castleview Partners, LLC5,850$262K0.12%-1113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,825$261K<0.01%-49713F-HRTimeline
Perissos Private Wealth Management, LLC5,603$251K0.17%+213F-HRTimeline
Purus Wealth Management, LLC5,479$245K0.07%-1,32113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV5,475$245K0.18%-12513F-HRTimeline
Icon Wealth Advisors, LLC5,453$244K0.01%+8413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,427$243K0.01%+513F-HRTimeline
Mayflower Financial Advisors, LLC5,402$242K0.02%-5,97413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,318$238K<0.01%+32513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,280$236K<0.01%+85513F-HRTimelineGroup
IFG Advisory, LLC5,259$235K0.01%+5,20613F-HRTimeline
Gateway Wealth Partners, LLC5,067$227K0.01%-5,04113F-HRTimeline
PVG ASSET MANAGEMENT CORP5,045$226K0.13%-42513F-HRTimeline
IVC Wealth Advisors LLC5,010$224K0.09%-50713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,966$222K<0.01%new13F-HRTimelineGroup
Keel Point, LLC4,875$218K0.01%-2413F-HRTimeline
Global View Capital Management LLC4,711$211K0.04%new13F-HRTimeline
Southland Equity Partners LLC4,702$210K0.04%-11713F-HRTimeline
IHT Wealth Management, LLC4,676$209K<0.01%-2113F-HRTimeline
McAdam, LLC4,647$208K0.01%-23713F-HRTimeline
Glass Jacobson Investment Advisors llc4,619$207K0.06%-54013F-HRTimeline
PKS Advisory Services, LLC4,609$206K0.03%-2,66113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,483$201K0.11%013F-HRTimeline
Qube Research & Technologies Ltd4,025$180K<0.01%+65613F-HRTimeline
LANARK FINANCIAL, INC.3,319$149K0.01%+2213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.2,916$130K0.29%+74313F-HRTimeline
Topsail Wealth Management, LLC2,825$126K0.02%+62513F-HRTimeline
Register Financial Advisors LLC2,801$125K0.04%+3513F-HRTimeline
Roxbury Financial LLC2,554$114K0.09%+80513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,006$89.8K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,965$87.9K<0.01%-2,18713F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,843$82.5K0.02%+1,75213F-HRTimeline
Financial Network Wealth Advisors LLC1,318$59K0.06%013F-HRTimeline
Buck Wealth Strategies, LLC1,148$51.4K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,090$48.8K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,050$47K<0.01%013F-HRTimeline
Archer Investment Corp1,000$44.8K0.01%013F-HR/ATimeline
CX Institutional892$40K<0.01%-41713F-HRTimeline
Triumph Capital Management788$35.3K0.01%013F-HRTimeline
Raleigh Capital Management Inc.670$30K0.01%+1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV670$30K<0.01%-28213F-HRTimeline
Sachetta, LLC632$28.3K0.01%+313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS627$28K<0.01%new13F-HRTimeline
Continuum Advisory, LLC616$27.6K<0.01%new13F-HRTimeline
Larson Financial Group LLC600$26.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC545$24.4K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC401$17.9K<0.01%+13313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.400$17.9K<0.01%-4,76413F-HRTimelineGroup
Smartleaf Asset Management LLC376$16.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC361$16.2K<0.01%013F-HRTimeline
Rossby Financial, LCC324$14.5K<0.01%+4913F-HRTimeline
Medallion Wealth Advisors, LLC315$14.1K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.310$13.9K<0.01%-5513F-HRTimelineGroup
FMR LLCin group FMR LLC303$13.6K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC276$12.4K0.01%013F-HRTimeline
Clearstead Advisors, LLC272$12.2K<0.01%+413F-HRTimeline
BLAIR WILLIAM & CO/IL268$12K<0.01%+313F-HRTimeline
Hughes Financial Services, LLC240$10.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC225$10.1K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.201$8.99K0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC167$7.49K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC165$7.37K<0.01%+313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC146$6.51K<0.01%+313F-HRTimeline
Founders Financial Alliance, LLC125$5.59K<0.01%013F-HRTimeline
Synergy Investment Management, LLC112$5.02K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.109$4.88K<0.01%-16013F-HRTimeline
Pacifica Partners Inc.96$4.3K<0.01%013F-HRTimeline
Caitlin John, LLC69$3.09K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC60$2.69K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.44$1.97K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.34$1.51K<0.01%+2513F-HRTimeline
Key Capital Management, INC19$850<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.16$716<0.01%new13F-HRTimeline
Mosley Wealth Management15$671<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.7$317<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC32,799$38<0.01%new13F-HRTimeline