# FIRST TR EXCHANGE-TRADED FD SENIOR LN FD

FIRST TR EXCHANGE-TRADED FD SENIOR LN FD is a security (CUSIP 33738D309) tracked across SEC portfolio filings. 320 institutional managers reported $1.6B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $8K via N-PORT as of 2024-06-30.

## Summary

- Issuer: FIRST TR EXCHANGE-TRADED FD
- Class: SENIOR LN FD
- CUSIP: 33738D309
- Asset category: EC
- 13F holders: 320
- 13F value: $1.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30

## Top institutional holders (Form 13F)

_Showing 15 of 320 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $214.1M | 4,778,588 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $112.8M | 2,517,561 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $74.2M | 1,656,464 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $65.7M | 1,465,667 |
| [One Capital Management, LLC](https://search.stillhousedata.com/firm/114861) | WESTLAKE VILLAGE, CA | $64.5M | 1,439,544 |
| Royal Bank of Canada | TORONTO, A6 | $64.2M | 1,432,868 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $61.1M | 1,363,937 |
| FIRST TRUST ADVISORS LP | Wheaton, IL | $57.1M | 1,274,813 |
| UBS Group AG | Zurich, V8 | $41.7M | 931,738 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $39.6M | 884,010 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $29.9M | 667,003 |
| [Virtue Capital Management, LLC](https://search.stillhousedata.com/firm/167816) | BRENTWOOD, TN | $28.5M | 637,860 |
| [Welch & Forbes LLC](https://search.stillhousedata.com/firm/115119) | Boston, MA | $26.7M | 597,151 |
| [Concurrent Investment Advisors, LLC](https://search.stillhousedata.com/firm/323135) | Tampa, FL | $26.6M | 593,455 |
| [TL Private Wealth](https://search.stillhousedata.com/firm/167818) | SOUTHLAKE, TX | $26.0M | 579,910 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 98.85% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33738D309.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.