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First Trust Senior Loan Fund ETF

311 hedge funds and large institutions have $1.7B invested in First Trust Senior Loan Fund ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% less ownership

Funds ownership: 70.49%70.04% (-0.45%)

7% less funds holding

Funds holding: 333311 (-22)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

24% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 147

35% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 46

57% less capital invested

Capital invested by funds: $3.95B → $1.7B (-$2.24B)

Holders
311
Holders Change
-22
Holders Change %
-6.61%
% of All Funds
4.96%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
30
Increased
111
Reduced
147
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Advisors Asset Management
Colorado
$237K +$4.45K +98 +2%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$235K +$236K +5,188 New
MFG
253
Merit Financial Group
Georgia
$233K +$233K +5,140 New
GRP
254
Global Retirement Partners
California
$232K +$158K +3,476 +209%
LSA
255
L & S Advisors
California
$231K +$231K +5,098 New
TCM
256
Triumph Capital Management
Colorado
$227K +$9.71K +214 +4%
KFC
257
Klingenstein Fields & Co
New York
$226K
Qube Research & Technologies (QRT)
258
Qube Research & Technologies (QRT)
United Kingdom
$225K +$225K +4,967 New
ACP
259
Aveo Capital Partners
Colorado
$222K -$373K -8,210 -63%
BJL
260
Brighton Jones LLC
Washington
$221K +$222K +4,887 New
EC
261
EdgeRock Capital
Colorado
$210K +$6.31K +139 +3%
CCM
262
Crabel Capital Management
California
$207K +$208K +4,576 New
BFA
263
Brendel Financial Advisors
New Hampshire
$204K -$36.9K -813 -15%
FA
264
Faithward Advisors
Pennsylvania
$198K -$350K -7,715 -64%
AF
265
Allworth Financial
California
$181K +$18.9K +417 +12%
WP
266
WealthShield Partners
North Carolina
$160K +$160K +3,528 New
BAM
267
Belpointe Asset Management
Nevada
$154K +$4.77K +105 +3%
PA
268
PSI Advisors
Florida
$127K -$78.6K -1,731 -38%
SS
269
Sunbelt Securities
Texas
$122K +$122K +2,694 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$114K +$53.4K +1,177 +87%
AAP
271
Arax Advisory Partners
Colorado
$104K +$318 +7 +0.3%
ACA
272
Aptus Capital Advisors
Alabama
$60.9K -$121K -2,669 -66%
GWANC
273
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.9K
PFBT
274
Parkside Financial Bank & Trust
Missouri
$54.3K -$13.6K -300 -20%
FHA
275
First Horizon Advisors
Tennessee
$49.6K -$34.5K -759 -41%

FTSL Hedge Fund Activity: Q1 2023 in Review

311 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2023, worth a combined $1.7B — down 57% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FTSL and 30 opened new positions — a net loss of 16 holders — while 147 trimmed existing stakes and 111 added.

The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $47.8M.

  • 311 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2023, down from 333 in Q4 2022.
  • Funds reported $1.7B of First Trust Senior Loan Fund ETF stock for Q1 2023, down 57% quarter-over-quarter.
  • 30 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2023 and 46 closed out, a net change of -16 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2023 was Wagner Wealth Management (South Carolina), an estimated $14.4M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2023 was Morgan Stanley, an estimated $47.8M sold.

Based on aggregated 13F filings for Q1 2023.