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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
MORGAN STANLEYin group MORGAN STANLEY4,778,588$214M0.01%+551,62213F-HRTimelineGroup
LPL Financial LLC2,517,561$113M0.03%+526,94013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,656,464$74.2M0.01%-173,21613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,465,667$65.7M<0.01%-277,82513F-HRTimelineGroup
One Capital Management, LLC1,439,544$64.5M1.77%+176,48313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,432,868$64.2M0.01%-117,81713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,363,937$61.1M0.02%-31,83913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,274,813$57.1M0.04%+173,35413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding942,980$42.2M+127,797Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding875,358$39.2M+226,956Timeline
Flaharty Asset Management, LLC800,071$35.8M4.45%+16,32013F-HRTimeline
Virtue Capital Management, LLC760,329$33.9M5.17%+71,54513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding679,693$30.5M+29,511Timeline
Welch & Forbes LLC631,873$28.3M0.37%-65,08913F-HRTimeline
Hikari Tsushin, Inc.570,196$25.5M1.76%013F-HRTimeline
TL Private Wealth538,366$24.2M9.56%+3,60213F-HRTimeline
Cyndeo Wealth Partners, LLC447,814$20.1M1.06%+43,90813F-HRTimeline
Capital Investment Counsel, LLC443,345$19.9M2.72%-4,82613F-HRTimeline
Cetera Investment Advisers436,318$19.5M0.02%-86313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP372,310$16.7M0.02%-22,04513F-HRTimelineGroup
Fairvoy Private Wealth, LLC336,512$15.1M3.6%+27,04013F-HRTimeline
HARBOR ADVISORY CORP /MA/322,007$14.4M4.34%-4,20613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300,747$13.5M0.02%-278,23513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…286,251$12.8M0.14%-27,53413F-HRTimelineGroup
Private Advisor Group, LLC270,060$12.1M0.06%-1,19913F-HRTimeline
NewEdge Advisors, LLC254,981$11.4M0.04%-52,65613F-HR/ATimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.252,000$11.3M6.47%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC226,914$10.2M0.03%-85,24713F-HRTimelineGroup
HighTower Advisors, LLC225,897$10.1M0.01%+103,25113F-HRTimeline
Cambridge Investment Research Advisors,…220,071$9.86M0.03%-107,64213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC215,250$9.64M0.07%+16,94413F-HRTimeline
Nilsine Partners, LLC206,524$9.32M0.73%+12,72013F-HRTimeline
DAVENPORT & Co LLC195,596$8.76M0.05%+25,81213F-HRTimeline
Empirical Financial Services, LLC d.b.a…195,571$8.76M0.15%+17,10013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV167,055$7.48M0.39%+7,16613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC162,142$7.26M0.01%-12,05813F-HRTimeline
RPg Family Wealth Advisory, LLC161,933$7.25M1.51%+1,89713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC159,935$7.16M0.91%+4,51113F-HRTimeline
MML INVESTORS SERVICES, LLC158,139$7.08M0.02%+1,49013F-HRTimeline
Mission Hills Financial Advisory, LLC156,365$7.01M3.59%+21,98413F-HRTimeline
CacheTech Inc.153,298$6.87M1.32%-8,42513F-HRTimeline
Clear Creek Financial Management, LLC152,584$6.84M0.52%-59,28713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO151,256$6.75M<0.01%-162,49413F-HR/ATimelineGroup
Adams Wealth Management141,313$6.33M1.39%+14,33313F-HRTimeline
Chicago Partners Investment Group LLC140,031$6.31M0.14%+1,69813F-HRTimeline
Prospera Financial Services Inc134,549$6.03M0.1%+17,03413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding134,223$6.01M+50,713Timeline
Fairway Financial, LLC132,335$5.93M4.51%+2,70413F-HRTimeline
Asset Allocation & Management Company, …126,840$5.68M2.11%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding113,268$5.07M-14,363Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…112,560$5.04M0.01%-2,80713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.107,168$4.8M0.07%-27,15613F-HRTimeline
Kovack Advisors, Inc.103,919$4.66M0.25%+7,73713F-HRTimeline
SACKS & ASSOCIATES, LLC103,795$4.65M3.46%+9,27213F-HRTimeline
Independent Advisor Alliance99,555$4.46M0.05%new13F-HRTimeline
Western Wealth Management, LLC92,692$4.15M0.16%+72,98413F-HR/ATimeline
WMS Group LLC90,985$4.08M5.93%013F-HRTimeline
PCG Wealth Advisors, LLC89,253$4M1.01%+2,97113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT89,000$3.99M0.26%+4,00013F-HRTimeline
U.S. Capital Wealth Advisors, LLC87,647$3.93M0.1%-29,21713F-HRTimeline
Aurora Private Wealth, Inc.85,271$3.91M2.78%013F-HRTimeline
New England Private Wealth Advisors LLC86,306$3.87M0.45%+1,35813F-HRTimeline
Huntleigh Advisors, Inc.85,512$3.83M0.65%+2,02513F-HRTimeline
OneDigital Investment Advisors LLC85,197$3.82M0.04%-5,61913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC84,704$3.79M0.12%+3,35413F-HRTimeline
Colorado Capital Management, Inc.83,128$3.72M1.39%+5,63813F-HRTimeline
Snowden Capital Advisors LLC81,217$3.64M0.1%+4,67713F-HRTimeline
Oder Investment Management, LLC76,964$3.45M2.65%+59113F-HRTimeline
Sanctuary Advisors, LLC76,364$3.42M0.02%-1,52013F-HRTimeline
Aspen Investment Management Inc73,204$3.28M1%-1,14213F-HRTimeline
Concorde Asset Management, LLC73,167$3.28M1.61%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP70,454$3.16M<0.01%+29,43713F-HRTimelineGroup
THRYVE WEALTH MANAGEMENT LLC69,184$3.1M2.07%-14,33913F-HRTimeline
Petix & Botte Co67,962$3.04M0.68%-56,15313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC66,935$3M1.09%+1,26913F-HR/ATimelineGroup
Kingsview Wealth Management, LLC66,567$2.98M0.04%-8,45613F-HRTimeline
Harvest Investment Services, LLC66,495$2.98M0.54%-17,68213F-HRTimeline
Private Advisory Group LLC65,976$2.96M0.21%-2,87513F-HRTimeline
Trinity Legacy Partners, LLC64,757$2.92M0.63%-10513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC64,528$2.89M0.02%+10,35213F-HRTimelineGroup
Valmark Advisers, Inc.59,664$2.67M0.03%+10,61213F-HRTimeline
True Blue Financial, LLC58,711$2.63M2.07%+3,35313F-HRTimeline
&PARTNERS58,465$2.62M0.01%-3,11113F-HRTimeline
SageView Advisory Group, LLC57,764$2.59M0.09%-2,73413F-HRTimeline
Key Client Fiduciary Advisors, LLC57,700$2.58M0.89%+68513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC57,479$2.58M0.07%-2,97613F-HRTimeline
D.A. DAVIDSON & CO.57,348$2.57M0.02%-6,54413F-HRTimeline
First Financial Group Corp54,746$2.45M2%+70813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,923$2.33M<0.01%+15,51413F-HRTimeline
Ifrah Financial Services, Inc.49,549$2.22M0.59%-1,86313F-HRTimeline
Impact Partnership Wealth, LLC48,295$2.16M0.27%+11,68313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,016$2.15M<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC47,921$2.15M0.02%+2,13913F-HRTimeline
RFG Advisory, LLC47,705$2.14M0.04%-8,52113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …47,674$2.14M0.03%+1,93813F-HRTimelineGroup
Garden State Investment Advisory Servic…47,480$2.13M0.51%+24,59313F-HRTimeline
Blackhawk Capital Partners, LLC46,978$2.1M0.77%-116,23213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC46,551$2.09M0.53%-2,50513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46,218$2.07M<0.01%+25,34813F-HRTimelineGroup
Stenger Family Office, LLC44,750$2M0.35%new13F-HRTimeline
Arete Wealth Advisors, LLC44,621$2M0.15%+35813F-HR/ATimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding44,644$2M+21,727Timeline
Vestmark Advisory Solutions, Inc.43,989$1.97M0.02%+27,02913F-HRTimeline
Ausdal Financial Partners, Inc.43,089$1.93M0.09%-5,42313F-HRTimeline
Arkadios Wealth Advisors43,058$1.93M0.03%new13F-HRTimeline
MAI Capital Management41,790$1.87M0.01%+2,56613F-HRTimeline
Integrated Advisors Network LLC41,127$1.84M0.1%-19,19313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,687$1.78M<0.01%-204,63313F-HRTimeline
Wagner Wealth Management, LLC38,808$1.74M0.35%-3,00713F-HRTimeline
Presidio Capital Management, LLC38,649$1.73M0.5%-55113F-HRTimeline
B. Riley Wealth Advisors, Inc.38,531$1.72M0.11%+3,42113F-HRTimeline
Endowment Wealth Management, Inc.38,088$1.71M0.75%+6,49913F-HRTimeline
Trivium Point Advisory, LLC36,664$1.64M0.3%-4,07513F-HRTimeline
Coastwise Capital Group, LLC36,455$1.63M0.91%-2,30813F-HRTimeline
Prosperity Consulting Group, LLC36,033$1.61M0.07%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.35,814$1.6M0.74%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…35,060$1.57M0.78%+3,43513F-HRTimelineGroup
Yanni & Associates Investment Advisors,…34,052$1.53M1.58%-613F-HRTimeline
HBW ADVISORY SERVICES LLC33,524$1.5M0.16%+2,51213F-HRTimeline
Janney Montgomery Scott LLC33,253$1.49M<0.01%+5,94913F-HRTimeline
WCG Wealth Advisors LLC32,864$1.47M0.04%+9,78813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,558$1.45M<0.01%+4,61313F-HRTimelineGroup
Dynamic Advisor Solutions LLC32,210$1.44M0.05%+5,85513F-HRTimeline
Quad-Cities Investment Group, LLC31,665$1.42M0.57%+63413F-HRTimeline
Mariner, LLCin group Mariner, LLC31,306$1.4M<0.01%-32,46013F-HRTimelineGroup
Integrity Financial Corp /WA30,914$1.38M0.69%-1,96113F-HRTimeline
Geneos Wealth Management Inc.30,172$1.35M0.03%-2,99513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC29,573$1.32M0.03%+28,52413F-HRTimeline
Investors Research Corp29,346$1.31M0.25%-19313F-HRTimeline
Asset Allocation Strategies LLC28,969$1.3M0.23%-2,25413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,954$1.3M<0.01%+16,43913F-HRTimelineGroup
Plotkin Financial Advisors, LLC26,384$1.18M0.59%+74413F-HRTimeline
TrueWealth Advisors, LLC25,840$1.16M0.29%-71,11913F-HRTimeline
Legacy Capital Wealth Partners, LLC25,032$1.12M0.23%-43013F-HRTimeline
PINNACLE ASSOCIATES LTD24,460$1.1M0.01%+13,88513F-HRTimeline
Farther Finance Advisors, LLC23,397$1.05M0.01%+1,24413F-HRTimeline
Capital Investment Advisory Services, L…23,347$1.05M0.08%-1,43613F-HRTimeline
ShoreHaven Wealth Partners, LLC23,186$1.04M0.37%-11,41213F-HRTimeline
IFP Advisors, Inc22,737$1.02M0.02%-1,83613F-HRTimeline
Koshinski Asset Management, Inc.22,168$993K0.06%+2,51913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,088$990K0.07%-1,28313F-HRTimeline
Financial Partners Group, Inc21,843$979K0.12%013F-HRTimeline
Sandro Wealth Management LLC21,663$970K0.78%+1,02913F-HRTimeline
Boyce & Associates Wealth Consulting, I…21,243$952K0.72%+2,61413F-HRTimeline
Steward Partners Investment Advisory, L…20,628$924K<0.01%-10,23013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …20,589$922K0.3%-32,61613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV20,444$916K<0.01%+31613F-HRTimeline
MGO ONE SEVEN LLC20,209$905K0.02%+7,14213F-HRTimeline
WEDBUSH SECURITIES INC19,896$891K0.03%-50813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,846$889K<0.01%-1,52613F-HRTimelineGroup
Wealthfront Advisers LLC19,040$853K<0.01%+6,82513F-HRTimeline
Accel Wealth Management18,605$834K0.22%-3,75413F-HRTimeline
L & S Advisors Inc18,402$824K0.1%+3,02713F-HRTimeline
NewEdge Wealth, LLC18,133$812K0.01%-4,48913F-HRTimeline
Gladstone Institutional Advisory LLC18,120$812K0.03%-50,82613F-HRTimeline
Strategic Blueprint, LLC17,505$784K0.05%+7713F-HRTimeline
Curtis Advisory Group, LLC16,940$759K0.16%-4113F-HRTimeline
Advisory Services Network, LLC16,414$735K0.01%-17413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,918$729K<0.01%-9,54913F-HRTimelineGroup
Helium Advisors LLC15,603$699K0.67%+24313F-HRTimeline
TD Waterhouse Canada Inc.15,446$692K<0.01%+64513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,251$683K0.02%-36713F-HRTimelineGroup
Mutual Advisors, LLC15,234$682K0.01%-2013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD15,075$675K0.1%-3,50413F-HR/ATimeline
Jaffetilchin Investment Partners, LLC14,787$662K0.04%+2,40913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,609$655K0.01%+2,00913F-HRTimelineGroup
Bison Wealth, LLC14,033$634K0.06%+2613F-HRTimeline
Sowell Financial Services LLC13,847$620K0.02%-41,37013F-HRTimeline
Proactive Wealth Strategies LLC13,651$612K0.11%+6,68413F-HRTimeline
Wealth Watch Advisors, INC13,486$604K0.25%+1,00813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,179$590K0.02%-5013F-HRTimelineGroup
WealthCare Investment Partners, LLC12,765$574K0.16%-55013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC12,629$566K0.09%+12413F-HRTimeline
Moors & Cabot, Inc.12,560$563K0.02%-48513F-HRTimeline
BLUELINE ADVISORS LLC12,466$558K0.43%+58813F-HRTimeline
PRIVATE TRUST CO NA11,751$526K0.05%+1,05713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,644$522K<0.01%-3,98213F-HRTimelineGroup
American Financial Advisors, LLC11,487$515K0.07%-1,61913F-HRTimeline
MRA Advisory Group11,477$514K0.21%+11013F-HRTimeline
COZAD ASSET MANAGEMENT INC11,458$513K0.04%-51813F-HRTimeline
Mayflower Financial Advisors, LLC11,376$510K0.06%-6,02613F-HRTimeline
Octavia Wealth Advisors, LLC10,745$481K0.05%-8213F-HRTimeline
Pine Valley Investments Ltd Liability Co10,649$477K0.02%-1,35813F-HRTimeline
Venture Visionary Partners LLC10,185$456K0.02%013F-HRTimeline
Balefire, LLC10,181$456K0.09%+1,49213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,155$455K0.03%+1,55013F-HRTimelineGroup
Gateway Wealth Partners, LLC10,108$453K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC9,970$447K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,903$444K0.01%+18113F-HRTimelineGroup
Virtus Wealth Solutions LLC9,707$435K0.08%+14013F-HRTimeline
Simplicity Wealth,LLC9,651$432K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,500$426K0.01%-9,77313F-HRTimelineGroup
Beaton Management Co. Inc.9,450$423K0.19%013F-HRTimeline
Betterment LLC9,404$421K<0.01%+1,33213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,315$417K<0.01%+4813F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC9,267$415K0.3%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,262$415K0.01%-2,33513F-HR/ATimeline
Sigma Planning Corp8,920$400K0.01%-3,04613F-HRTimeline
AE Wealth Management LLC8,773$393K<0.01%-3,56213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,725$391K0.04%-16,96513F-HRTimelineGroup