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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
$184M
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
$12.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
Morgan Stanley
New York
$263M
3
VCM
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
Bank of America
North Carolina
$97.4M
5
UBS Group
UBS Group
Switzerland
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
251
CEDRUS
Colorado
$288K +$288K +6,450 New
PIA
252
Perennial Investment Advisors
California
$286K – – –
HH
253
Hilltop Holdings
Texas
$285K +$223 +5 +0.1%
CA
254
Calton & Associates
Florida
$284K -$28.7K -644 -9%
WI
255
Wintrust Investments
Illinois
$281K +$1.97K +44 +0.7%
CS
256
Comerica Securities
Michigan
$278K +$278K +6,239 New
SIM
257
Seaview Investment Managers
Florida
$270K +$46.4K +1,041 +21%
AWA
258
Acorn Wealth Advisors
Michigan
$269K -$8.6K -193 -3%
SOS
259
Silver Oak Securities
Tennessee
$267K -$89.7K -2,012 -25%
FLI
260
Family Legacy Inc
South Carolina
$262K – – –
BFS
261
Bickling Financial Services
Massachusetts
$258K +$4.15K +93 +2%
GSIAS
262
Garden State Investment Advisory Services
New Jersey
$249K +$249K +5,581 New
NLP
263
Next Level Private
New York
$246K +$246K +5,410 New
BFA
264
Brendel Financial Advisors
New Hampshire
$238K +$30.7K +688 +15%
AWA
265
Arkadios Wealth Advisors
Georgia
$235K -$1.84M -41,199 -89%
AAM
266
Advisors Asset Management
Colorado
$229K +$69.6K +1,560 +44%
KFC
267
Klingenstein Fields & Co
New York
$223K – – –
PFG
268
Peterson Financial Group
Iowa
$221K +$535 +12 +0.2%
CIBC World Market
269
CIBC World Market
Ontario, Canada
$220K +$2.76K +62 +1%
TCM
270
Triumph Capital Management
Colorado
$214K -$865K -19,395 -80%
SWP
271
ShoreHaven Wealth Partners
New Jersey
$214K -$1.25M -28,026 -85%
PTP
272
Platform Technology Partners
New York
$206K – – –
CA
273
CoreCap Advisors
Michigan
$204K -$173K -3,868 -46%
Wealthfront Advisers
274
Wealthfront Advisers
California
$203K -$18.8K -422 -8%
PA
275
PSI Advisors
Florida
$202K -$129K -2,892 -39%
9 10
11
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