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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

298 hedge funds and large institutions have $1.53B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.25%
New
18
Increased
107
Reduced
141
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$46.3M
2
OCM
One Capital Management
California
$35.2M
3
WWM
Wagner Wealth Management
South Carolina
$40.6M
4
AAMC
Asset Allocation & Management Company
Illinois
$6.45M
5
NA
NewEdge Advisors
Louisiana
$7.46M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$135M
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Wells Fargo
Wells Fargo
California
$64.4M
4
VCM
Virtue Capital Management
Tennessee
$16.1M
5
BFG
Beacon Financial Group
Texas
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
251
Klingenstein Fields & Co
New York
$227K – – –
BJL
252
Brighton Jones LLC
Washington
$223K +$1.22K +27 +0.6%
GRP
253
Global Retirement Partners
California
$221K -$12.2K -270 -5%
MAG
254
MRA Advisory Group
New Jersey
$220K +$220K +4,855 New
TCM
255
Triumph Capital Management
Colorado
$216K -$11.2K -248 -5%
ACP
256
Aveo Capital Partners
Colorado
$207K -$15.7K -346 -7%
AF
257
Allworth Financial
California
$174K -$7.34K -162 -4%
WP
258
WealthShield Partners
North Carolina
$160K – – –
CF
259
Centaurus Financial
California
$145K -$248K -5,465 -63%
SS
260
Sunbelt Securities
Texas
$123K +$498 +11 +0.4%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$114K +$136 +3 +0.1%
AAP
262
Arax Advisory Partners
Colorado
$105K +$317 +7 +0.3%
ACA
263
Aptus Capital Advisors
Alabama
$60K -$997 -22 -2%
GWANC
264
Guardian Wealth Advisors (North Carolina)
North Carolina
$60K -$997 -22 -2%
PFBT
265
Parkside Financial Bank & Trust
Missouri
$54.4K – – –
PMFA
266
Plante Moran Financial Advisors
Michigan
$47.6K – – –
FHA
267
First Horizon Advisors
Tennessee
$47.5K -$2.27K -50 -5%
RCM
268
Raleigh Capital Management
North Carolina
$45.9K +$272 +6 +0.6%
AIC
269
Archer Investment Corporation
Indiana
$45.3K – – –
Jones Financial Companies
270
Jones Financial Companies
Missouri
$37.9K -$45 -1 -0.1%
BC
271
Bartlett & Co
Ohio
$25K -$4.59K -100 -16%
BCWM
272
Bartlett & Co Wealth Management
Ohio
$24.7K -$4.53K -100 -16%
NRC
273
New Republic Capital
North Carolina
$23.5K – – –
CHC
274
City Holding Co
West Virginia
$21.8K +$21.8K +482 New
APC
275
Aspire Private Capital
North Carolina
$19.4K – – –
9 10
11
12 13