Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SENIOR LN FD
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Number of holders
-
327
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Total 13F shares, excl. options
-
36.4M
-
Shares change
-
-279K
-
Total reported value, excl. options
-
$1.67B
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Value change
-
-$13M
-
Number of buys
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155
-
Number of sells
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-162
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Price
-
$45.89
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD (FTSL) as of Q2 2025
362 filings reported holding FTSL - FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD as of Q2 2025.
FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD (FTSL) has 327 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.67M shares), LPL Financial LLC (2.05M shares), WELLS FARGO & COMPANY/MN (1.93M shares), BANK OF AMERICA CORP /DE/ (1.88M shares), RAYMOND JAMES FINANCIAL INC (1.5M shares), Royal Bank of Canada (1.49M shares), FIRST TRUST ADVISORS LP (1.2M shares), One Capital Management, LLC (1.14M shares), UBS Group AG (779K shares), and Flaharty Asset Management, LLC (734K shares).
This table shows the top 327 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.