Institutional Ownership
First Tr Exchange-Traded Fd
CUSIP 33738D309SENIOR LN FDFTSLQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
20.7%
Max % of class reported
Institutional Holders
299
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jul 25, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 25, 2024 | First Trust Portfolios LP | 13G | 6.7% | 3.30M | SEC |
| 2 | Feb 7, 2024 | First Trust Portfolios LP | 13G/A | 4.9% | 2.43M | SEC |
| 3 | Jan 18, 2023 | First Trust Portfolios LP | 13G/A | 6.6% | 4.06M | SEC |
| 4 | Jan 26, 2022 | First Trust Portfolios LP | 13G/A | 11.4% | 7.49M | SEC |
| 5 | Apr 7, 2021 | First Trust Portfolios LP | 13G/A | 13.5% | 5.02M | SEC |
| 6 | Feb 5, 2021 | First Trust Portfolios LP | 13G/A | 20.7% | 5.76M | SEC |
| 7 | Apr 7, 2020 | First Trust Portfolios LP | 13G/A | 20.6% | 6.89M | SEC |
| 8 | Feb 10, 2020 | First Trust Portfolios LP | 13G/A | 15.3% | 5.38M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 4.78M | $214.08M |
| 2 | Lpl Financial LLC | 2.52M | $112.79M |
| 3 | Wells Fargo & Company/Mn | 1.66M | $74.21M |
| 4 | Bank Of America Corp /De/ | 1.47M | $65.66M |
| 5 | One Capital Management, LLC | 1.44M | $64.49M |
| 6 | Royal Bank Of Canada | 1.43M | $64.19M |
| 7 | Raymond James Financial Inc | 1.36M | $61.10M |
| 8 | First Trust Advisors LP | 1.27M | $57.10M |
| 9 | Ubs Group AG | 931.7K | $41.74M |
| 10 | Envestnet Asset Management Inc | 837.0K | $37.50M |