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First Trust Senior Loan Fund ETF

332 hedge funds and large institutions have $2.66B invested in First Trust Senior Loan Fund ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 83

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

20% more capital invested

Capital invested by funds: $2.22B → $2.66B (+$438M)

7% more funds holding

Funds holding: 309332 (+23)

0.96% less ownership

Funds ownership: 72.29%71.33% (-0.96%)

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.55%
New
53
Increased
168
Reduced
83
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
AlphaStar Capital Management
North Carolina
$582K -$215K -4,529 -38%
PCA
227
Pallas Capital Advisors
Massachusetts
$572K
PFA
228
Plotkin Financial Advisors
Maryland
$549K -$50.8K -1,071 -8%
ACI
229
Alpha Cubed Investments
California
$531K +$536K +11,286 New
AC
230
Avestar Capital
New York
$526K +$531K +11,180 New
PFA
231
Pinnacle Family Advisors
Missouri
$511K +$61.1K +1,288 +13%
OPS
232
Orion Portfolio Solutions
Nebraska
$499K -$124K -2,602 -20%
DADC
233
D.A. Davidson & Co
Montana
$496K +$11.2K +235 +2%
EWM
234
Endowment Wealth Management
Wisconsin
$494K +$60.8K +1,281 +14%
BWM
235
Bulltick Wealth Management
Florida
$493K +$497K +10,470 New
PTC
236
Private Trust Company
Ohio
$482K -$56K -1,179 -10%
FA
237
Flagstar Advisors
New York
$475K +$4.32K +91 +0.9%
RCM
238
Raleigh Capital Management
North Carolina
$469K -$131K -2,767 -22%
SCFS
239
S.C. Financial Services
Arizona
$444K -$1.95K -41 -0.4%
JCM
240
Jacobi Capital Management
Pennsylvania
$440K -$425K -8,959 -49%
BFA
241
Beaumont Financial Advisors
Massachusetts
$432K +$190K +4,000 +77%
FF
242
Financial Futures
New Jersey
$431K -$3.01M -63,389 -87%
SWM
243
SeaCrest Wealth Management
New York
$428K
SEP
244
Southland Equity Partners
Missouri
$424K -$6.17K -130 -1%
JWCA
245
J.W. Cole Advisors
Florida
$414K -$4.18K -88 -1%
SXL
246
Summit X LLC
Missouri
$413K +$415K +8,744 New
GWM
247
Gray Wealth Management
Maine
$410K +$37.8K +796 +10%
PAS
248
Park Avenue Securities
New York
$408K +$5.41K +114 +1%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$405K -$266K -5,606 -39%
CP
250
Castleview Partners
Texas
$401K -$9.22M -194,267 -96%

FTSL Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2022, worth a combined $2.66B — up 20% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTSL positions and 27 closed out — a net gain of 26 holders — while 168 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.9M. The largest seller was First Trust Advisors, cutting an estimated $30.8M.

  • 332 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2022, up from 309 in Q4 2021.
  • Funds reported $2.66B of First Trust Senior Loan Fund ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 53 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2022 and 27 closed out, a net change of +26 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2022 was Morgan Stanley, an estimated $53.9M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2022 was First Trust Advisors, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2022.