Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SENIOR LN FD
-
Total 13F shares
-
3,656,848
-
Share change
-
-24,691
-
Total reported value
-
$167,900,395
-
Price per share
-
$45.88
-
Number of holders
-
40
-
Value change
-
-$1,127,335
-
Number of buys
-
18
-
Number of sells
-
25
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD (FTSL) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD (FTSL) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,656,848 shares.
The largest 10 holders included
TL Private Wealth, Cyndeo Wealth Partners, LLC, Fairvoy Private Wealth, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Ocean Park Asset Management, LLC, EXCHANGE TRADED CONCEPTS, LLC, Nilsine Partners, LLC, RiverTree Advisors, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, and DAVENPORT & Co LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.