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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

307 hedge funds and large institutions have $2.22B invested in First Trust Senior Loan Fund ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
307
Holders Change
+47
Holders Change %
+18.08%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.34%
New
65
Increased
157
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
UCFA
3
United Capital Financial Advisors
Texas
$31.8M
4
LPL Financial
4
LPL Financial
California
$93.1M
5
Wells Fargo
5
Wells Fargo
California
$119M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$345K
2
Barclays
2
Barclays
United Kingdom
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.72M
4
HI
4
Harbour Investments
Wisconsin
$4.05M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
VAG
226
VisionPoint Advisory Group
Texas
$351K 7,335 -690 -9%
State of Tennessee, Department of Treasury
227
State of Tennessee, Department of Treasury
Tennessee
$345K 7,200 -1,428,500 -99%
APA
228
American Portfolios Advisors
New York
$341K 7,115 -27 -0.4%
1W
229
1776 Wealth
Georgia
$335K 6,986 – –
FPWM
230
FSB Premier Wealth Management
Iowa
$335K 6,993 +63 +0.9%
CA
231
Cambridge Advisors
Nebraska
$332K 6,935 +177 +3%
CAP
232
Columbia Advisory Partners
Washington
$330K 6,880 +6,880 New
CAM
233
Concorde Asset Management
Michigan
$325K 6,792 -841 -11%
PA
234
PFG Advisors
Arizona
$325K 6,781 +6,781 New
AA
235
Advisory Alpha
Michigan
$304K 6,334 +6,334 New
RIA
236
Realta Investment Advisors
Delaware
$299K 6,236 +1,420 +29%
Cerity Partners
237
Cerity Partners
New York
$298K 6,205 +6,205 New
MWM
238
Maripau Wealth Management
Indiana
$289K 6,049 +6,049 New
PFG
239
Peterson Financial Group
Iowa
$288K 6,004 +6,004 New
WCFA
240
Walkner Condon Financial Advisors
Wisconsin
$287K 5,988 -72,444 -92%
HIA
241
Harbor Investment Advisory
Maryland
$272K 5,677 -36 -0.6%
CFAM
242
Center For Asset Management
Florida
$271K 5,661 -1,540 -21%
BFS
243
Bickling Financial Services
Massachusetts
$265K 5,523 -985 -15%
AIC
244
Archer Investment Corporation
Indiana
$263K 5,487 +28 +0.5%
CCM
245
Crabel Capital Management
California
$262K 5,474 +5,474 New
EDRH
246
Edmond de Rothschild Holding
Switzerland
$259K 5,400 – –
BAS
247
Brown Advisory Securities
Maryland
$254K 5,280 – –
DWT
248
Dorsey & Whitney Trust
South Dakota
$252K 5,260 -1,145 -18%
BFA
249
Beaumont Financial Advisors
Massachusetts
$249K 5,191 – –
NA
250
Nottingham Advisors
New York
$249K 5,200 +5,200 New
8 9
10
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