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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 %
GFPC
301
Global Financial Private Client
Florida
$20.5K – – –
APC
302
Aspire Private Capital
North Carolina
$19.1K -$18.3K -411 -49%
FPB
303
First PREMIER Bank
South Dakota
$19K -$80.3K -1,780 -81%
RCM
304
Raleigh Capital Management
North Carolina
$18.4K +$267 +6 +1%
NFSG
305
Newbridge Financial Services Group
Florida
$17.8K +$17.8K +400 New
TWM
306
Tradition Wealth Management
Minnesota
$15K +$15K +327 New
CHA
307
Carmichael Hill & Associates
Maryland
$14.6K – – –
FFC
308
First Financial Corp
Indiana
$12.1K – – –
HI
309
Hoey Investments
Pennsylvania
$10.1K – – –
SIS
310
Sound Income Strategies
Florida
$9.72K +$9.72K +218 New
GTAM
311
Global Trust Asset Management
Florida
$9.25K – – –
HWA
312
HHM Wealth Advisors
Tennessee
$8.47K -$53.7K -1,205 -86%
BCMLT
313
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.03K +$1.16K +26 +17%
TFA
314
Toth Financial Advisory
Virginia
$7.71K – – –
TWC
315
TD Waterhouse Canada
Ontario, Canada
$5.96K +$3.81K +85 +177%
CFFP
316
Center for Financial Planning
Michigan
$5.04K – – –
NRC
317
New Republic Capital
North Carolina
$4.99K +$4.99K +112 New
CWP
318
Concord Wealth Partners
Virginia
$4.46K +$4.46K +100 New
PP
319
Pacifica Partners
Canada
$4.3K – – –
BSB
320
Bangor Savings Bank
Maine
$4K – – –
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
$3.48K +$3.48K +78 New
SCA
322
Stonebridge Capital Advisors
Minnesota
$3.13K +$45 +1 +1%
FFA
323
Farther Finance Advisors
California
$3.12K +$3.12K +70 New
WWM
324
Wolff Wiese Magana
California
$2.27K +$2.27K +51 New
AWM
325
Accurate Wealth Management
Florida
$2.18K +$2.18K +48 New
11 12
13
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