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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 %
VAG
276
VisionPoint Advisory Group
Texas
$18.6K +$18.6K +410 New
JPMorgan Chase & Co
277
JPMorgan Chase & Co
New York
$15.7K -$627K -13,830 -98%
CHA
278
Carmichael Hill & Associates
Maryland
$14.8K – – –
AssetMark Inc
279
AssetMark Inc
California
$12K +$588 +13 +5%
HI
280
Hoey Investments
Pennsylvania
$10.2K – – –
GTAM
281
Global Trust Asset Management
Florida
$9.39K – – –
TWC
282
TD Waterhouse Canada
Ontario, Canada
$7.34K – – –
CFFP
283
Center for Financial Planning
Michigan
$5.12K – – –
BCMLT
284
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.98K – – –
US Bancorp
285
US Bancorp
Minnesota
$4.89K – – –
PP
286
Pacifica Partners
Canada
$4.34K – – –
GM
287
GeoWealth Management
Illinois
$4K +$98 +2 +3%
CSPIA
288
Cary Street Partners Investment Advisory
Virginia
$3.53K – – –
SCA
289
Stonebridge Capital Advisors
Minnesota
$3.3K +$90 +2 +3%
FFA
290
Farther Finance Advisors
California
$3.17K – – –
AWM
291
AllSquare Wealth Management
New York
$2.15K – – –
WWP
292
WR Wealth Planners
Missouri
$1.4K +$1.4K +31 New
NMG
293
New Millennium Group
Utah
$1.36K -$91 -2 -6%
Fidelity Investments
294
Fidelity Investments
Massachusetts
$1.27K +$1.04K +23 +460%
TFGT
295
TS Financial Group (TSFG)
Illinois
$1K – – –
TRCT
296
Tower Research Capital (TRC)
New York
$815 -$589 -13 -42%
Qube Research & Technologies (QRT)
297
Qube Research & Technologies (QRT)
United Kingdom
$763 -$130K -4,938 -99%
AWM
298
Avior Wealth Management
Nebraska
$100 -$3 -3 -3%
HNB
299
Huntington National Bank
Ohio
$45 -$45 – –
WWM
300
WT Wealth Management
Arizona
– -$6.27M -138,677 Closed
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12
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