Who owns First Tr Exchange Traded Fd senior ln fd?
- Ticker: FTSL
- CUSIP Number: 33738d309
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchange Traded Fd senior ln with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Tr Exchange Traded Fd senior ln fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 4.7M | $213M | 4% | Jun 2024 |
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Bank of America Corporation | 1.8M | $82M | -6% | Sep 2024 |
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Royal Bank of Canada | 1.7M | $79M | -9% | Sep 2024 |
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LPL Financial | 1.6M | $71M | -28% | Sep 2024 |
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Wells Fargo & Company | 1.4M | $62M | 1% | Sep 2024 |
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One Capital Management | 997k | $46M | -27% | Sep 2024 |
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First Trust Advisors | 972k | $45M | 4% | Sep 2024 |
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Raymond James Financial Services Advisors | 956k | $44M | 4% | Sep 2024 |
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Envestnet Asset Management | 810k | $37M | 11% | Sep 2024 |
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Flaharty Asset Management | 745k | $34M | 0% | Sep 2024 |
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Welch & Forbes | 623k | $29M | 1% | Sep 2024 |
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Kovitz Investment Group Partners | 583k | $27M | 12% | Sep 2024 |
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Hikari Tsushin | 570k | $26M | 12% | Sep 2024 |
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Advisor Group Holdings | 512k | $24M | -28% | Sep 2024 |
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Raymond James & Associates | 476k | $22M | -8% | Sep 2024 |
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TL Private Wealth | 460k | $21M | -1% | Sep 2024 |
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Stifel Financial | 453k | $21M | 5% | Jun 2024 |
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Cyndeo Wealth Partners | 364k | $17M | 4% | Sep 2024 |
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International Assets Investment Management | 340k | $7.4M | 3387% | Sep 2024 |
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CWM | 339k | $16M | -12% | Sep 2024 |
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Cambridge Investment Research Advisors | 335k | $15M | 49% | Sep 2024 |
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Cetera Investment Advisers | 328k | $15M | 2% | Jun 2024 |
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Branch Banking & Trust Company | 277k | $13M | 2% | Jun 2024 |
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Renaissance Technologies | 241k | $11M | 75% | Sep 2024 |
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Tower Wealth Partners | 234k | $11M | 1% | Sep 2024 |
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Goss Wealth Management | 230k | $11M | 17% | Jun 2024 |
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Susquehanna International | 213k | $9.8M | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 192k | $8.8M | 238% | Sep 2024 |
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RFG Advisory | 179k | $8.2M | 0% | Sep 2024 |
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Chicago Partners Investment | 152k | $7.0M | 6% | Sep 2024 |
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Nilsine Partners | 151k | $6.9M | 2% | Sep 2024 |
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Commonwealth Equity Services | 150k | $6.9M | -9% | Sep 2024 |
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Lake Street Financial | 143k | $6.6M | 5% | Sep 2024 |
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Capital Investment Counsel | 140k | $6.4M | 593% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 140k | $6.4M | 2% | Sep 2024 |
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Brookstone Capital Management | 138k | $6.3M | -17% | Sep 2024 |
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Relative Value Partners | 136k | $6.2M | 100% | Jun 2024 |
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Little Harbor Advisors | 133k | $6.1M | 0% | Jun 2024 |
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Concurrent Investment Advisors | 131k | $6.0M | 9% | Sep 2024 |
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Clear Creek Financial Management | 131k | $6.0M | 13% | Sep 2024 |
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HighTower Advisors | 130k | $6.0M | 26% | Jun 2024 |
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RiverTree Advisors | 128k | $5.9M | 2% | Sep 2024 |
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RPg Family Wealth Advisory | 128k | $5.9M | 7% | Sep 2024 |
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Jane Street | 126k | $5.8M | 25% | Sep 2024 |
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Steward Partners Investment Advisory | 125k | $5.7M | 4% | Jun 2024 |
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Wealth Enhancement Advisory Services | 125k | $5.7M | 32% | Jun 2024 |
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Prospera Financial Services | 123k | $5.6M | -39% | Sep 2024 |
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CacheTech | 121k | $5.5M | 15% | Sep 2024 |
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Adams Wealth Management | 121k | $5.5M | 15% | Sep 2024 |
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Mission Hills Financial Advisory | 117k | $5.4M | 100% | Sep 2024 |
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Midwest Heritage Bank | 116k | $5.3M | -4% | Sep 2024 |
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Asset Allocation & Management Company | 112k | $5.2M | 561% | Sep 2024 |
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Asset Allocation Strategies | 107k | $4.9M | -3% | Jun 2024 |
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Burns Wealth Management | 103k | $4.7M | 4% | Sep 2024 |
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Janney Montgomery Scott | 100k | $4.6M | -22% | Sep 2024 |
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Harvest Investment Services | 94k | $4.3M | 114% | Sep 2024 |
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Sanctuary Advisors | 92k | $4.3M | 100% | Jun 2024 |
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TrueWealth Advisors | 92k | $4.2M | 18% | Sep 2024 |
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Davenport & Co | 92k | $4.2M | 14% | Sep 2024 |
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Mml Investors Services | 92k | $4.2M | -4% | Sep 2024 |
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Financial Enhancement | 89k | $4.0M | 226% | Sep 2024 |
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Nations Financial Group | 88k | $4.1M | 7% | Sep 2024 |
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Trustmark National Bank - Trust Department | 85k | $3.9M | 21% | Sep 2024 |
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Integrity Financial Corp | 85k | $3.9M | 1% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 83k | $3.8M | 504% | Jun 2024 |
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Kestra Advisory Services | 83k | $3.8M | -77% | Sep 2024 |
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H D Vest Advisory Services | 82k | $3.7M | 10% | Jun 2024 |
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Trinity Legacy Partners | 79k | $3.7M | 54% | Sep 2024 |
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Colorado Capital Management | 76k | $3.5M | -2% | Sep 2024 |
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J.w. Cole Advisors | 73k | $3.4M | 1% | Sep 2024 |
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Aspen Investment Management | 70k | $3.2M | -1% | Sep 2024 |
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Rockefeller Capital Management | 70k | $3.2M | 5% | Jun 2024 |
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McNaughton Wealth Management | 69k | $3.2M | 4% | Sep 2024 |
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Blackhawk Capital Partners | 69k | $3.2M | 27% | Sep 2024 |
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SageView Advisory Group | 68k | $3.1M | -4% | Sep 2024 |
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Aurora Private Wealth | 68k | $3.1M | -9% | Sep 2024 |
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Integrated Advisors Network | 68k | $3.1M | -12% | Sep 2024 |
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WBI Investments | 67k | $3.1M | 100% | Sep 2024 |
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Coppell Advisory Solutions | 66k | $3.0M | -13% | Sep 2024 |
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Western Wealth Management | 65k | $3.0M | 258% | Sep 2024 |
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Private Advisor | 64k | $2.9M | -12% | Sep 2024 |
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Kovack Advisors | 63k | $2.9M | -5% | Sep 2024 |
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Oder Investment Management | 60k | $2.7M | 0% | Sep 2024 |
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Legacy Investment Solutions | 60k | $2.8M | 100% | Sep 2024 |
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Legacy Wealth Managment | 60k | $2.8M | 100% | Sep 2024 |
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Twin Peaks Wealth Advisors | 60k | $2.7M | 6% | Sep 2024 |
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Paradigm Financial Partners | 59k | $2.7M | -6% | Sep 2024 |
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Signature Securities Group Corporation | 58k | $2.6M | 6% | Sep 2024 |
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Wagner Wealth Management | 58k | $2.6M | 6% | Sep 2024 |
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Gladstone Institutional Advisory | 58k | $2.6M | 4% | Sep 2024 |
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Prudential | 56k | $2.6M | -3% | Jun 2024 |
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National Asset Management | 56k | $2.6M | 6% | Jun 2024 |
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U.S. Capital Wealth Advisors | 56k | $2.6M | -25% | Sep 2024 |
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Kingsview Wealth Management | 55k | $2.5M | 12% | Sep 2024 |
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Private Advisory | 55k | $2.5M | 3% | Sep 2024 |
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DHK Financial Advisors | 54k | $2.5M | 2% | Sep 2024 |
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Visionary Wealth Advisors | 53k | $2.4M | 1% | Sep 2024 |
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Snowden Capital Advisors | 53k | $2.4M | 32% | Sep 2024 |
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Sowell Financial Services | 53k | $2.4M | -16% | Sep 2024 |
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First Heartland Consultants | 51k | $2.4M | -5% | Sep 2024 |
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Resources Investment Advisors | 51k | $2.3M | -4% | Sep 2024 |
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Atria Wealth Solutions | 50k | $2.3M | -47% | Sep 2024 |
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Brian McDonald | 50k | $2.3M | -8% | Sep 2024 |
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ShoreHaven Wealth Partners | 49k | $2.2M | 168% | Sep 2024 |
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American Financial Advisors | 49k | $2.2M | -10% | Sep 2024 |
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Moloney Securities Asset Management | 48k | $2.2M | 6% | Sep 2024 |
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Accel Wealth Management | 47k | $2.2M | -59% | Sep 2024 |
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Private Portfolio Partners | 46k | $2.1M | 2% | Sep 2024 |
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Ifrah Financial Services | 46k | $2.1M | 2% | Sep 2024 |
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Prosperity Consulting Group | 45k | $2.0M | 100% | Sep 2024 |
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Mariner Wealth Advisors | 44k | $2.0M | -56% | Sep 2024 |
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Harbour Investments | 43k | $2.0M | -9% | Sep 2024 |
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Coastwise Capital Group | 43k | $2.0M | 43% | Sep 2024 |
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CoreCap Advisors | 43k | $2.0M | 17% | Sep 2024 |
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Key Client Fiduciary Advisors | 42k | $1.9M | 1% | Sep 2024 |
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Murphy, Middleton, Hinkle & Parker | 42k | $1.9M | 1% | Sep 2024 |
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Park Avenue Securities | 42k | $1.9M | 5% | Sep 2024 |
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Oppenheimer & Co | 40k | $1.9M | 8% | Sep 2024 |
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PCG Wealth Advisors | 40k | $1.8M | 5% | Sep 2024 |
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Old Mission Capital | 39k | $1.8M | 100% | Jun 2024 |
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Arete Wealth Advisors | 37k | $1.7M | 111% | Sep 2024 |
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Clear Point Advisors | 36k | $1.7M | -2% | Sep 2024 |
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Legacy Capital Wealth Partners | 35k | $1.6M | -7% | Sep 2024 |
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Proequities | 35k | $1.6B | -6% | Sep 2024 |
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Flow Traders US | 33k | $1.5M | 3% | Sep 2024 |
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Fullcircle Wealth | 32k | $1.5M | -38% | Sep 2024 |
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Capital Investment Advisory Services | 32k | $1.5M | -3% | Sep 2024 |
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Dynamic Advisors Solutions | 32k | $1.4M | 9% | Sep 2024 |
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Investors Research Corp | 31k | $1.4M | 0% | Sep 2024 |
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D.A. Davidson & Co. | 31k | $1.4M | 13% | Jun 2024 |
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Endowment Wealth Management | 30k | $1.4M | -23% | Sep 2024 |
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NewEdge Wealth | 29k | $1.3M | -1% | Sep 2024 |
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Ameritas Advisory Services | 28k | $1.3M | -2% | Sep 2024 |
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Captrust Financial Advisors | 28k | $1.3M | 4% | Sep 2024 |
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Mutual Advisors | 27k | $1.2M | -43% | Sep 2024 |
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Citadel Advisors | 26k | $1.2M | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 25k | $1.1M | -49% | Sep 2024 |
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Tcfg Wealth Management | 24k | $1.1M | 100% | Sep 2024 |
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ValMark Advisers | 23k | $1.0M | 4% | Sep 2024 |
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Advisory Services Network | 23k | $1.0M | 0% | Sep 2024 |
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WealthCare Investment Partners | 23k | $1.0M | -8% | Sep 2024 |
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TAP Consulting | 23k | $1.0M | 3% | Sep 2024 |
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Quad-Cities Investment Group | 22k | $988k | -2% | Sep 2024 |
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My Legacy Advisors | 20k | $924k | -20% | Sep 2024 |
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Wealthfront Advisers | 20k | $904k | 100% | Sep 2024 |
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Beacon Financial | 20k | $898k | -6% | Sep 2024 |
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Geneos Wealth Management | 19k | $884k | -10% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 19k | $880k | -4% | Sep 2024 |
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L & S Advisors | 19k | $865k | 0% | Sep 2024 |
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Moors & Cabot | 19k | $861k | 4% | Sep 2024 |
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Hilltop Holdings | 19k | $851k | 213% | Sep 2024 |
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Schonfeld Strategic Advisors | 18k | $807k | -47% | Sep 2024 |
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Intl Fcstone | 18k | $807k | -53% | Sep 2024 |
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Clarity Financial | 16k | $751k | -17% | Sep 2024 |
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Silver Oak Securities | 14k | $652k | -58% | Sep 2024 |
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Apollon Wealth Management | 12k | $533k | -76% | Sep 2024 |
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ICA Group Wealth Management | 12k | $527k | -65% | Jun 2024 |
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Financial Advocates Investment Management | 10k | $477k | -74% | Sep 2024 |
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Milestone Asset Management | 10k | $464k | -82% | Sep 2024 |
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Presidio Capital Management | 6.6k | $303k | -96% | Sep 2024 |
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Lokken Investment Group | 5.7k | $261k | -95% | Sep 2024 |
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Saxon Interests | 4.4k | $201k | -91% | Sep 2024 |
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Assetmark | 1.7k | $80k | -91% | Sep 2024 |
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Who sold out of First Tr Exchange Traded Fd senior ln?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cherry Creek Investment Advisors | Jun 2024 | 182k | $8.3M |
Friedenthal Financial | Jun 2024 | 94k | $4.3M |
EWG Elevate | Jun 2024 | 43k | $2.0M |
OneAscent Financial Services | Jun 2024 | 30k | $1.4M |
Hilton Capital Management | Jun 2024 | 25k | $1.1M |
WESPAC Advisors | Jun 2024 | 22k | $985k |
Iams Wealth Management | Jun 2024 | 21k | $953k |