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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 %
EC
276
EdgeRock Capital
Colorado
$201K +$13.5K +302 +7%
ACA
277
Aptus Capital Advisors
Alabama
$179K +$102K +2,277 +131%
AF
278
Allworth Financial
California
$160K -$202K -4,520 -56%
SWM
279
Spire Wealth Management
Virginia
$150K +$123K +2,762 +460%
BAM
280
Belpointe Asset Management
Nevada
$147K -$7.14K -160 -5%
LIA
281
Luken Investment Analytics
Tennessee
$143K +$143K +3,207 New
AAP
282
Arax Advisory Partners
Colorado
$102K +$268 +6 +0.3%
FHA
283
First Horizon Advisors
Tennessee
$82.8K +$30.2K +677 +57%
GRP
284
Global Retirement Partners
California
$74.2K +$68.7K +1,541 +1,263%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$67.7K +$63.3K +1,419 +1,433%
PFBT
286
Parkside Financial Bank & Trust
Missouri
$66.9K +$13.4K +300 +25%
MSCM
287
McElhenny Sheffield Capital Management
Texas
$63.8K +$63.8K +1,430 New
PWS
288
Paragon Wealth Strategies
Florida
$62.6K +$62.6K +1,403 New
GWANC
289
Guardian Wealth Advisors (North Carolina)
North Carolina
$60K +$60K +1,346 New
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$60K -$23.7K -532 -28%
Belvedere Trading
291
Belvedere Trading
Illinois
$49K +$49K +1,098 New
US Bancorp
292
US Bancorp
Minnesota
$48.5K – – –
PMFA
293
Plante Moran Financial Advisors
Michigan
$46.8K – – –
SFA
294
Semmax Financial Advisors
North Carolina
$42K – – –
William Blair & Company
295
William Blair & Company
Illinois
$40.2K +$7.94K +178 +25%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$24.3K – – –
BC
297
Bartlett & Co
Ohio
$24K – – –
HIA
298
Harbor Investment Advisory
Maryland
$23.5K -$214K -4,806 -90%
CA
299
Crewe Advisors
Utah
$23.2K +$23.2K +521 New
JPMorgan Chase & Co
300
JPMorgan Chase & Co
New York
$23K -$122K -2,753 -84%
10 11
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