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.
Showing 15 of 320 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $214.1M | 4,778,588 |
| LPL Financial LLC | 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 | 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 | ST LOUIS, MO | $29.9M | 667,003 |
| Virtue Capital Management, LLC | BRENTWOOD, TN | $28.5M | 637,860 |
| Welch & Forbes LLC | Boston, MA | $26.7M | 597,151 |
| Concurrent Investment Advisors, LLC | Tampa, FL | $26.6M | 593,455 |
| TL Private Wealth | SOUTHLAKE, TX | $26.0M | 579,910 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| DriveWealth NYSE 100 Index ETF | DriveWealth ETF Trust | $8K | 98.85% |