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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 %
PMG
251
ProVise Management Group
Florida
$247K 5,144 -262 -5%
AA
252
Auxano Advisors
Washington
$241K 5,030 +5,030 New
IF
253
Intrua Financial
Texas
$240K 5,015 -509 -9%
KFC
254
Klingenstein Fields & Co
New York
$240K 5,000 – –
CIBC World Market
255
CIBC World Market
Ontario, Canada
$232K 4,845 -118 -2%
OCM
256
Objective Capital Management
Ohio
$229K 4,786 +4,786 New
SEA
257
Stegent Equity Advisors
Texas
$225K 4,705 +4,705 New
BWP
258
BSW Wealth Partners
Colorado
$221K 4,613 +4,613 New
ARC
259
Advisor Resource Council
Texas
$217K 4,522 +4,522 New
TCA
260
Transcend Capital Advisors
New Jersey
$215K 4,481 -43 -1%
WAP
261
Wealthcare Advisory Partners
Pennsylvania
$207K 4,328 +4,328 New
HWA
262
HHM Wealth Advisors
Tennessee
$203K 4,241 -563 -12%
LAS
263
Lloyd Advisory Services
Georgia
$188K 3,920 +38 +1%
MIM
264
MTM Investment Management
South Carolina
$179K 3,727 – –
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$178K 3,714 +2,412 +185%
GTAM
266
Global Trust Asset Management
Florida
$154K 3,215 +5 +0.2%
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$153K 3,186 -3,509 -52%
BAM
268
Belpointe Asset Management
Nevada
$147K 3,065 +3,065 New
FPB
269
First PREMIER Bank
South Dakota
$141K 2,946 +946 +47%
CFD
270
Creative Financial Designs
Indiana
$125K 2,602 +789 +44%
Franklin Resources
271
Franklin Resources
California
$124K 2,585 +2,585 New
S
272
SignatureFD
Georgia
$106K 2,208 +212 +11%
CFCI
273
Comprehensive Financial Consultants Institutional
Indiana
$80K 1,707 +1,707 New
APC
274
Aspire Private Capital
North Carolina
$78K 1,621 -353 -18%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$78K 1,633 – –
9 10
11
12 13