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Disclosery

FTSL FIRST TR EXCHANGE-TRADED FD

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SENIOR LN FD (fund)

302 managers (309 13F filers) reported a position in FTSL shares at 2026-03-31, 35,273,590 shares in all. 32 filers opened a position and 35 filers sold out during the quarter.

Managers
302
13F filers
309
New
32
Added
114
Reduced
117
Sold out
35
Shares held by filers
35,273,590

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RVW Wealth, LLC8,668$388K0.03%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,782$349K0.04%-92213F-HRTimeline
Atria Investments, Inc7,513$337K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC7,333$329K0.02%+7613F-HRTimeline
PKS Advisory Services, LLC7,270$326K0.08%-22713F-HRTimeline
Creative Planningin group Creative Planning7,165$321K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors7,120$319K0.11%+7,11913F-HRTimeline
BAM Wealth Management, LLC7,023$315K0.24%new13F-HRTimeline
Argent Trust Co7,000$314K0.01%013F-HRTimeline
Purus Wealth Management, LLC6,800$305K0.1%-34113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,689$300K<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC6,641$298K0.02%new13F-HRTimeline
Arax Advisory Partners6,633$297K0.01%-7,25613F-HRTimeline
BRIGHTON JONES LLC6,549$293K0.01%new13F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT6,322$283K<0.01%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC6,189$277K0.18%-39513F-HRTimeline
Integrated Wealth Concepts LLC6,120$274K<0.01%-3,75213F-HRTimeline
Castleview Partners, LLC5,861$263K0.13%-35313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC5,838$262K0.17%-1713F-HRTimeline
Perissos Private Wealth Management, LLC5,601$251K0.22%+113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV5,600$251K0.22%-55013F-HRTimeline
IVC Wealth Advisors LLC5,517$247K0.11%-40913F-HRTimeline
PVG ASSET MANAGEMENT CORP5,470$246K0.15%-56013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,422$243K0.02%-1,54413F-HRTimeline
Icon Wealth Advisors, LLC5,369$242K0.02%+8513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,300$237K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,164$231K0.02%+5,11813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc5,159$231K0.08%-32013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,993$224K<0.01%-15013F-HRTimelineGroup
Keel Point, LLC4,899$219K0.01%+20713F-HRTimeline
McAdam, LLC4,884$219K0.01%-27213F-HRTimeline
Southland Equity Partners LLC4,819$216K0.04%-33113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,818$216K0.01%-4,99213F-HRTimeline
IHT Wealth Management, LLC4,697$210K<0.01%+1813F-HRTimeline
Family Legacy, Inc.4,688$210K0.06%-19913F-HRTimeline
Berger Financial Group, Inc4,647$208K0.01%-31213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.4,525$203K0.21%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,483$201K0.13%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,425$198K<0.01%-50313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,152$186K<0.01%+90813F-HRTimelineGroup
Sunbelt Securities, Inc.3,630$163K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,513$157K0.03%+53313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,421$153K0.04%013F-HRTimelineGroup
Qube Research & Technologies Ltd3,369$151K<0.01%+18813F-HRTimeline
LANARK FINANCIAL, INC.3,297$148K0.01%-24313F-HRTimeline
Register Financial Advisors LLC2,766$124K0.05%+3613F-HRTimeline
Activest Wealth Management2,600$116K0.02%013F-HRTimeline
Bullseye Investment Management, LLC2,561$115K0.06%013F-HRTimeline
Topsail Wealth Management, LLC2,200$98.6K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.2,173$97.3K0.28%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,006$89.9K0.05%013F-HRTimeline
Merkkuri Wealth Advisors LLC1,878$84.1K0.06%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,781$79.8K<0.01%-31,58213F-HRTimelineGroup
Roxbury Financial LLC1,749$78.4K0.07%new13F-HRTimeline
Financial Network Wealth Advisors LLC1,318$59K0.06%013F-HRTimeline
CX Institutional1,309$59K<0.01%+3113F-HRTimeline
Pinnacle Bancorp, Inc.1,090$48.8K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,050$47K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,026$46K<0.01%+59913F-HRTimeline
Archer Investment Corp1,000$44.8K0.01%013F-HRTimeline
AdvisorNet Financial, Inc986$44.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV952$42.6K<0.01%-5913F-HRTimeline
CoreCap Advisors, LLC858$38.4K<0.01%013F-HRTimeline
Triumph Capital Management788$35.3K0.01%+22513F-HRTimeline
Raleigh Capital Management Inc.660$29.6K0.01%new13F-HRTimeline
Sachetta, LLC629$28.2K0.02%+213F-HRTimeline
Larson Financial Group LLC600$26.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC545$24.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC376$16.8K<0.01%-27013F-HRTimeline
Clayton Financial Group LLC366$16.4K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.365$16.4K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC361$16.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC315$14.1K<0.01%013F-HRTimeline
Millstone Evans Group, LLC276$12.4K0.01%013F-HRTimeline
Rossby Financial, LCC275$12.3K<0.01%+413F-HRTimeline
SBI Securities Co., Ltd.269$12.1K<0.01%+1113F-HRTimeline
Clearstead Advisors, LLC268$12K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC268$12K<0.01%-14613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC267$12K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL265$11.9K<0.01%+313F-HRTimeline
Allworth Financial LP250$11.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC240$10.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC225$10.1K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.201$9.01K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.170$7.62K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC162$7.27K<0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC143$6.42K<0.01%new13F-HRTimeline
TSFG, LLC140$6K<0.01%+213F-HRTimeline
Founders Financial Alliance, LLC125$5.6K<0.01%013F-HRTimeline
Synergy Investment Management, LLC112$5.02K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …108$4.84K<0.01%-14313F-HRTimelineGroup
TopTier Wealth Management, LLC101$4.54K<0.01%new13F-HRTimeline
Pacifica Partners Inc.96$4.3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC91$4.08K<0.01%+413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.80$3.58K<0.01%new13F-HRTimelineGroup
Caitlin John, LLC69$3.09K<0.01%013F-HRTimeline
IFG Advisory, LLC53$2.37K0.01%-5,18513F-HRTimeline
DHJJ Financial Advisors, Ltd.44$1.97K<0.01%013F-HRTimeline
Key Capital Management, INC19$851<0.01%new13F-HRTimeline
Mosley Wealth Management15$688<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.9$394<0.01%013F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline