Who owns First Tr Exchange Traded Fd senior ln fd?

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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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Top investors of First Tr Exchange Traded Fd senior ln stock

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 4.5M $210M 100% Dec 2024
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Wells Fargo & Company 2.2M $99M 44% Mar 2025
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LPL Financial 2.0M $90M 3% Mar 2025
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Bank of America Corporation 1.9M $86M 4% Dec 2024
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Royal Bank of Canada 1.6M $72M -1% Mar 2025
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Raymond James Financial 1.5M $70M 6% Mar 2025
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First Trust Advisors 1.1M $51M 1% Mar 2025
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One Capital Management 1.0M $47M 2% Dec 2024
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UBS Group 807k $37M -9% Mar 2025
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Flaharty Asset Management 716k $33M -5% Mar 2025
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Welch & Forbes 660k $30M 4% Mar 2025
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Kovitz Investment Group Partners 641k $29M 10% Mar 2025
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Advisor Group Holdings 601k $27M 1% Mar 2025
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Hikari Tsushin 570k $26M 0% Mar 2025
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Envestnet Asset Management 567k $26M 0% Mar 2025
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TL Private Wealth 456k $21M -2% Mar 2025
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Stifel Financial 437k $20M 1% Dec 2024
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Cambridge Investment Research Advisors 435k $20M 15% Mar 2025
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Virtue Capital Management 427k $20M -1% Dec 2024
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Cyndeo Wealth Partners 388k $18M 5% Mar 2025
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CWM 344k $16M 6% Mar 2025
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Fairvoy Private Wealth 324k $15M 26% Mar 2025
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Capital Investment Counsel 323k $15M 18% Mar 2025
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Wright Fund Managment 297k $14M 0% Mar 2025
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Cetera Investment Advisers 265k $12M -8% Dec 2024
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Tower Wealth Partners 248k $11M 0% Mar 2025
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Wealth Enhancement Advisory Services 247k $11M 19% Mar 2025
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Jane Street 242k $11M 100% Mar 2025
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Integrated Wealth Concepts 205k $9.5M 1301% Dec 2024
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Goss Wealth Management 194k $9.0M -9% Dec 2024
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RFG Advisory 194k $8.9M 8% Mar 2025
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Jpmorgan Chase & Co 190k $8.7M -12% Mar 2025
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Pine Valley Investments Ltd Liability 172k $7.9M 25% Dec 2024
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Nilsine Partners 170k $7.7M 3% Mar 2025
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Commonwealth Equity Services 163k $7.5M 8% Dec 2024
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Chicago Partners Investment 156k $7.1M 3% Mar 2025
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Clear Creek Financial Management 155k $7.1M 18% Mar 2025
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Little Harbor Advisors 151k $7.0M 6% Dec 2024
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Concurrent Investment Advisors 151k $6.9M 6% Mar 2025
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Brookstone Capital Management 147k $6.7M 8% Mar 2025
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CacheTech 144k $6.3M -7% Mar 2025
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Lake Street Financial 143k $6.5M 5% Mar 2025
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Mml Investors Services 140k $6.5M 52% Dec 2024
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Adams Wealth Management 138k $6.3M -10% Mar 2025
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RPg Family Wealth Advisory 136k $6.3M 6% Dec 2024
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RiverTree Advisors 135k $6.2M 6% Mar 2025
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Mission Hills Financial Advisory 134k $6.1M -2% Mar 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 131k $6.0M -2% Mar 2025
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Harbor Advisory Corp 128k $5.8M 10% Mar 2025
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Davenport & Co 127k $5.8M 8% Mar 2025
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Prospera Financial Services 125k $5.8M 1% Dec 2024
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TrueWealth Advisors 121k $5.5M 20% Mar 2025
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Steward Partners Investment Advisory 118k $5.5M 4% Dec 2024
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Harbour Investments 118k $5.4M 158% Mar 2025
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Fairway Financial 117k $5.3M 3% Mar 2025
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Asset Allocation & Management Company 117k $5.3M 10% Mar 2025
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Goldman Sachs Group 115k $5.3M 100% Mar 2025
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Geneos Wealth Management 104k $4.7M 359% Mar 2025
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Resources Investment Advisors 109k $5.0M 15% Mar 2025
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Private Advisor 108k $4.9M 27% Mar 2025
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D.A. Davidson & Co. 104k $4.7M 30% Mar 2025
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Burns Wealth Management 100k $4.6M -2% Mar 2025
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Harvest Investment Services 98k $4.5M 5% Dec 2024
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Nations Financial Group 92k $4.3M 4% Dec 2024
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Armis Advisers 91k $4.1M 20% Mar 2025
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Financial Advocates Investment Management 89k $4.1M 53% Mar 2025
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Kovack Advisors 87k $4.0M 38% Dec 2024
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Sanctuary Advisors 85k $3.9M -2% Dec 2024
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Trustmark National Bank - Trust Department 85k $3.9M 0% Mar 2025
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Aurora Private Wealth 85k $3.9M 6% Mar 2025
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Baird Financial 84k $3.9M -19% Dec 2024
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Integrity Financial Corp 83k $3.8M -1% Mar 2025
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Aspen Investment Management 83k $3.8M 2% Mar 2025
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Sowell Financial Services 83k $3.8M 61% Mar 2025
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Kestra Advisory Services 79k $3.7M -5% Dec 2024
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H D Vest Advisory Services 79k $3.7M -5% Dec 2024
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U.S. Capital Wealth Advisors 79k $3.6M 3% Mar 2025
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Trinity Legacy Partners 79k $3.6M -1% Dec 2024
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J.w. Cole Advisors 78k $3.6M 5% Mar 2025
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Rockefeller Capital Management 76k $3.5M 5% Dec 2024
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Branch Banking & Trust Company 75k $3.4M 6% Mar 2025
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Fifth Third Securities 74k $3.4M 5% Mar 2025
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Janney Montgomery Scott 73k $3.4M -27% Mar 2025
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Colorado Capital Management 72k $3.3M -5% Mar 2025
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HighTower Advisors 72k $3.3M -15% Dec 2024
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Blackhawk Capital Partners 70k $3.2M -3% Mar 2025
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Integrated Advisors Network 67k $3.1M 5% Mar 2025
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Kingsview Wealth Management 67k $3.1M 22% Mar 2025
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Huntleigh Advisors 64k $2.9M 10% Mar 2025
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Oder Investment Management 64k $2.9M 6% Dec 2024
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SageView Advisory Group 63k $2.9M -5% Mar 2025
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Gladstone Institutional Advisory 61k $2.8M 6% Dec 2024
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Prudential 61k $2.8M 7% Dec 2024
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Signature Securities Group Corporation 60k $2.7M 1% Mar 2025
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Renaissance Technologies 60k $2.7M -78% Mar 2025
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Park Avenue Securities 59k $2.7M 5% Mar 2025
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Snowden Capital Advisors 58k $2.6M 5% Mar 2025
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Private Advisory 58k $2.6M -2% Mar 2025
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Citadel Advisors 57k $2.6M 100% Mar 2025
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DHK Financial Advisors 56k $2.6M 2% Mar 2025
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Brian McDonald 55k $2.5M 9% Mar 2025
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Moloney Securities Asset Management 55k $2.5M 3% Mar 2025
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Wagner Wealth Management 54k $2.5M 2% Mar 2025
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Petix & Botte 53k $2.5M 100% Dec 2024
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Strive Asset Management 53k $2.4M 100% Mar 2025
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Bullseye Investment Management 53k $2.4M 100% Dec 2024
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Asset Allocation Strategies 52k $2.4M -28% Dec 2024
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Envestnet Portfolio Solutions 52k $2.4M -18% Mar 2025
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Coastwise Capital Group 51k $2.3M -10% Mar 2025
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National Asset Management 51k $2.3M 17% Dec 2024
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Legacy Investment Solutions 51k $2.3M -16% Dec 2024
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Ifrah Financial Services 51k $2.3M 5% Mar 2025
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First Financial Group Corp 50k $2.3M 5% Mar 2025
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Private Portfolio Partners 50k $2.3M 8% Dec 2024
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Stenger Family Office 50k $2.3M 100% Dec 2024
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Assetmark 50k $2.3M 2756% Dec 2024
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First Heartland Consultants 50k $2.3M -1% Mar 2025
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Paradigm Financial Partners 49k $2.3M -16% Dec 2024
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Mariner Wealth Advisors 49k $2.2M 50% Mar 2025
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OneAscent Wealth Management 48k $2.2M 23% Mar 2025
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PCG Wealth Advisors 43k $2.0M 2% Mar 2025
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Arete Wealth Advisors 42k $1.9M 1% Mar 2025
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Coppell Advisory Solutions 42k $1.9M -33% Mar 2025
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Legacy Wealth Managment 42k $1.9M -18% Mar 2025
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Oppenheimer & Co 42k $1.9M 2% Mar 2025
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Endowment Wealth Management 41k $1.9M 14% Mar 2025
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Key Client Fiduciary Advisors 41k $1.9M -2% Mar 2025
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Vestmark Advisory Solutions 41k $1.9M 100% Dec 2024
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ValMark Advisers 40k $1.8M 25% Mar 2025
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MAI Wealth Advisors 40k $1.8M 0% Mar 2025
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Prosperity Consulting Group 39k $1.8M -8% Mar 2025
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Twin Peaks Wealth Advisors 39k $1.8M -36% Mar 2025
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Dynamic Advisors Solutions 38k $1.7M 0% Mar 2025
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Ameritas Advisory Services 37k $1.7M -2% Mar 2025
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Atria Wealth Solutions 37k $1.7M -10% Mar 2025
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Murphy, Middleton, Hinkle & Parker 37k $1.7M -3% Mar 2025
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ShoreHaven Wealth Partners 37k $1.7M -9% Mar 2025
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Clear Point Advisors 36k $1.6M 0% Mar 2025
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Warren Averett Asset Management 35k $1.6M 0% Dec 2024
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Proequities 35k $1.6B 0% Dec 2024
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American Financial Advisors 34k $1.6M -4% Mar 2025
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Advisory Services Network 32k $1.5M 39% Dec 2024
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Captrust Financial Advisors 32k $1.4M 26% Mar 2025
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Accel Wealth Management 32k $1.4M -13% Mar 2025
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Investors Research Corp 30k $1.4M 0% Mar 2025
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Global Assets Advisory 29k $1.3M 200% Mar 2025
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Presidio Capital Management 29k $1.3M 63% Mar 2025
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Puff Wealth Management 26k $1.2M 1% Mar 2025
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Hilton Capital Management 25k $1.2M 100% Dec 2024
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Legacy Capital Wealth Partners 25k $1.1M -28% Mar 2025
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Mutual Advisors 24k $1.1M -7% Mar 2025
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Midwest Heritage Bank 22k $1.0M -60% Mar 2025
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Bank Of Montreal 20k $903k -35% Dec 2024
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Western Wealth Management 16k $716k -72% Mar 2025
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RVW Wealth 8.7k $396k -65% Mar 2025
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WBI Investments 6.6k $301k -83% Mar 2025
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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
Susquehanna International Sep 2024 213k $9.8M
Old Mission Capital Sep 2024 172k $7.9M
Independent Advisor Alliance Dec 2024 103k $4.8M
McNaughton Wealth Management Dec 2024 70k $3.3M
Visionary Wealth Advisors Sep 2024 53k $2.4M
Flow Traders US Sep 2024 33k $1.5M
Financial Enhancement Dec 2024 28k $1.3M