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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 %
BCI
251
Brinker Capital Investments
Pennsylvania
$325K – – –
CAG
252
Curtis Advisory Group
California
$325K +$325K +7,373 New
ATC
253
Argent Trust Co
Tennessee
$309K -$44.1K -1,000 -13%
CA
254
Calton & Associates
Florida
$308K -$18.3K -416 -6%
1W
255
1776 Wealth
Georgia
$308K – – –
OCM
256
Objective Capital Management
Ohio
$284K -$19.9K -450 -7%
SOS
257
Silver Oak Securities
Tennessee
$279K -$59K -1,309 -17%
PTP
258
Platform Technology Partners
New York
$274K -$316K -7,152 -54%
WI
259
Wintrust Investments
Illinois
$274K -$25.3K -573 -8%
RCM
260
Raleigh Capital Management
North Carolina
$271K -$169K -3,831 -38%
AWA
261
Acorn Wealth Advisors
Michigan
$265K +$265K +6,014 New
OMC
262
Old Mission Capital
Illinois
$254K -$903K -20,431 -78%
AWM
263
Axxcess Wealth Management
California
$253K -$4.44M -100,493 -95%
HIA
264
Harbor Investment Advisory
Maryland
$250K – – –
FAIM
265
Financial Advocates Investment Management
Washington
$248K -$1.6M -36,311 -87%
BFS
266
Bickling Financial Services
Massachusetts
$248K +$2.38K +54 +1%
PFG
267
Peterson Financial Group
Iowa
$245K -$4.76K -108 -2%
PIA
268
Pinion Investment Advisors
Kansas
$243K – – –
FPGK
269
Financial Partners Group (Kansas)
Kansas
$232K -$419K -9,473 -64%
DWT
270
Dorsey & Whitney Trust
South Dakota
$232K – – –
KFC
271
Klingenstein Fields & Co
New York
$221K – – –
VA
272
Valmark Advisers
Ohio
$221K +$221K +5,003 New
AF
273
Allworth Financial
California
$220K +$220K +5,000 New
CIBC World Market
274
CIBC World Market
Ontario, Canada
$218K +$2.82K +64 +1%
FLI
275
Family Legacy Inc
South Carolina
$215K +$215K +4,869 New
9 10
11
12 13