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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

326 hedge funds and large institutions have $2.49B invested in First Trust Senior Loan Fund ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.51%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.66%
New
35
Increased
135
Reduced
128
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$89.7M
2
CW
2
Connectus Wealth
Ohio
$31.5M
3
BCP
3
Blue Chip Partners
Michigan
$25.6M
4
Wells Fargo
4
Wells Fargo
California
$179M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$341M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$38M
3
Jane Street
3
Jane Street
New York
$7.61M
4
LPL Financial
4
LPL Financial
California
$96.7M
5
Truist Financial
5
Truist Financial
North Carolina
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAP
226
Columbia Advisory Partners
Washington
$513K +$244K +5,523 +90%
CWA
227
Clarus Wealth Advisors
Arizona
$488K +$488K +11,046 New
FCM
228
Fourpath Capital Management
Oklahoma
$479K -$4.82M -109,338 -91%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$478K +$406K +9,203 +564%
BWM
230
Bulltick Wealth Management
Florida
$462K – – –
PA
231
PFG Advisors
Arizona
$460K +$89.3K +2,026 +24%
FA
232
Flagstar Advisors
New York
$449K +$4.27K +97 +1%
OPS
233
Orion Portfolio Solutions
Nebraska
$429K -$39K -884 -8%
JCM
234
Jacobi Capital Management
Pennsylvania
$416K +$3.97K +90 +1%
BFA
235
Beaumont Financial Advisors
Massachusetts
$405K – – –
SWM
236
SeaCrest Wealth Management
New York
$401K – – –
CW
237
CreativeOne Wealth
Kansas
$396K +$22.7K +515 +6%
PTC
238
Private Trust Company
Ohio
$394K -$57.6K -1,305 -13%
GWM
239
Gray Wealth Management
Maine
$394K +$9.14K +207 +2%
WIA
240
World Investment Advisors
California
$385K -$383K -8,434 -50%
HAS
241
HBW Advisory Services
California
$381K +$12.8K +291 +3%
SEP
242
Southland Equity Partners
Missouri
$373K -$24.3K -552 -6%
OWA
243
Opal Wealth Advisors
New York
$369K +$13K +294 +4%
FA
244
Faithward Advisors
Pennsylvania
$355K – – –
PCIA
245
Prime Capital Investment Advisors
Kansas
$351K +$351K +7,953 New
FA
246
FC Advisory
Pennsylvania
$345K -$1.67K -38 -0.5%
ICG
247
InterOcean Capital Group
Tennessee
$335K +$335K +7,587 New
CWM
248
Congress Wealth Management
Massachusetts
$329K -$268K -6,070 -45%
AIC
249
Archer Investment Corporation
Indiana
$326K +$1.81K +41 +0.6%
HH
250
Hilltop Holdings
Texas
$326K +$132 +3 +0%
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10
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