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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

260 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
156
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$332M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$68.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$69.6M
4
LPL Financial
LPL Financial
California
$73.9M
5
First Trust Advisors
First Trust Advisors
Illinois
$88M

Top Sellers

1
Barclays
Barclays
United Kingdom
$10.7M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$6.34M
4
Jane Street
Jane Street
New York
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
226
MTM Investment Management
South Carolina
$178K +$14.3K +300 +9%
GTAM
227
Global Trust Asset Management
Florida
$154K +$240 +5 +0.2%
FPB
228
First PREMIER Bank
South Dakota
$96K +$96K +2,000 New
S
229
SignatureFD
Georgia
$95K +$4.71K +99 +5%
APC
230
Aspire Private Capital
North Carolina
$94K -$55.6K -1,167 -37%
CFD
231
Creative Financial Designs
Indiana
$87K +$51.6K +1,076 +146%
AWA
232
Arkadios Wealth Advisors
Georgia
$85K +$5.95K +125 +8%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$78K +$41.4K +867 +113%
FHA
234
First Horizon Advisors
Tennessee
$72K +$141 +3 +0.2%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$6.69K +140 +10%
AAP
236
Arax Advisory Partners
Colorado
$63K +$10.1K +213 +19%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$62K +$51.8K +1,088 +508%
US Bancorp
238
US Bancorp
Minnesota
$61K +$8.75K +182 +17%
BHWM
239
Bay Harbor Wealth Management
Maryland
$60K -$23.1K -480 -28%
BEI
240
Benjamin Edwards Inc
Missouri
$55K – – –
GFPC
241
Global Financial Private Client
Florida
$54.3K – – –
PMFA
242
Plante Moran Financial Advisors
Michigan
$50K – – –
KPCM
243
Kings Point Capital Management
New York
$48K +$48K +1,000 New
SFA
244
Semmax Financial Advisors
North Carolina
$45K – – –
LFG
245
Larson Financial Group
Missouri
$38K +$38K +796 New
TAM
246
Tucker Asset Management
Colorado
$36.9K +$5.31K +111 +17%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$22K -$3.79K -79 -15%
DWP
248
Destiny Wealth Partners
Florida
$22K +$22K +454 New
AF
249
Allworth Financial
California
$21K +$192 +4 +0.9%
AF
250
Advisornet Financial
Minnesota
$12K +$2K +41 +20%
7 8 9
10
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