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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35M
2
FTUS
Flow Traders U.S.
New York
+$12.6M
3
AssetMark Inc
AssetMark Inc
California
+$11.7M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$11.6M
5
AWM
AE Wealth Management
Kansas
+$10.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$13.4B
2
Morgan Stanley
Morgan Stanley
New York
-$55.2M
3
VCM
Virtue Capital Management
Tennessee
-$32.9M
4
Bank of America
Bank of America
North Carolina
-$21.5M
5
UBS Group
UBS Group
Switzerland
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
226
Castleview Partners
Texas
$460K +$59.8K +1,340 +15%
CCM
227
Chiron Capital Management
Florida
$452K -$539K -12,083 -54%
AWM
228
Adams Wealth Management
Utah
$446K -$233K -5,214 -34%
PWMAG
229
Pinnacle Wealth Management Advisory Group
New Jersey
$436K -$37.5K -840 -8%
CAP
230
Columbia Advisory Partners
Washington
$425K -$85K -1,907 -17%
MOS
231
MGO One Seven
Ohio
$423K -$126K -2,831 -23%
JCM
232
Jacobi Capital Management
Pennsylvania
$407K -$29.9K -671 -7%
SWM
233
SeaCrest Wealth Management
New York
$406K – – –
HAS
234
HBW Advisory Services
California
$396K +$18K +403 +5%
PAG
235
Private Advisor Group
New Jersey
$394K -$109K -44,830 -22%
IP
236
Ignite Planners
California
$385K -$47.6K -6,820 -11%
CASC
237
Coppell Advisory Solutions Corp
Texas
$384K +$384K +8,603 New
CAS
238
Coppell Advisory Solutions
Texas
$384K +$384K +8,603 New
AWG
239
Altus Wealth Group
Colorado
$375K +$375K +8,420 New
PA
240
PFG Advisors
Arizona
$371K -$26.7K -599 -7%
MWM
241
McNaughton Wealth Management
California
$371K -$249K -5,581 -40%
SEP
242
Southland Equity Partners
Missouri
$364K -$11.2K -252 -3%
VAS
243
Vestmark Advisory Solutions
Massachusetts
$359K -$120K -2,701 -25%
GWM
244
Gray Wealth Management
Maine
$345K -$42.1K -945 -11%
AIC
245
Archer Investment Corporation
Indiana
$342K +$10.2K +228 +3%
BCI
246
Brinker Capital Investments
Pennsylvania
$328K – – –
CWM
247
Congress Wealth Management
Massachusetts
$314K -$15.4K -345 -5%
ATC
248
Argent Trust Co
Tennessee
$312K – – –
1W
249
1776 Wealth
Georgia
$312K – – –
AG
250
Ascent Group
Virginia
$292K +$73.8K +1,655 +34%
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