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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 %
DFA
301
DHJJ Financial Advisors
Illinois
– -$1.74M -38,444 Closed
PAG
302
Private Advisory Group
Washington
– -$1.7M -37,470 Closed
Bank of New York Mellon
303
Bank of New York Mellon
New York
– -$703K -15,540 Closed
W
304
WealthOne
New York
– -$660K -14,584 Closed
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
– -$597K -13,204 Closed
SWM
306
Stockman Wealth Management
Montana
– -$459K -10,145 Closed
MAP
307
Milestone Advisory Partners
North Carolina
– -$385K -8,507 Closed
TSS
308
Two Sigma Securities
New York
– -$380K -8,389 Closed
FTUS
309
Flow Traders U.S.
New York
– -$324K -7,152 Closed
PCWA
310
Pacific Capital Wealth Advisors
California
– -$278K -6,141 Closed
DIM
311
Delta Investment Management
California
– -$267K -5,891 Closed
Wealthfront Advisers
312
Wealthfront Advisers
California
– -$263K -5,823 Closed
SCP
313
Shorepoint Capital Partners
Massachusetts
– -$257K -5,690 Closed
ZIM
314
Zacks Investment Management
Illinois
– -$238K -5,252 Closed
EC
315
EdgeRock Capital
Colorado
– -$210K -4,642 Closed
BFA
316
Brendel Financial Advisors
New Hampshire
– -$204K -4,515 Closed
FA
317
Faithward Advisors
Pennsylvania
– -$198K -4,405 Closed
BAM
318
Belpointe Asset Management
Nevada
– -$154K -3,395 Closed
PA
319
PSI Advisors
Florida
– -$127K -2,800 Closed
HDIM
320
Hanson & Doremus Investment Management
Vermont
– -$45K -993 Closed
William Blair & Company
321
William Blair & Company
Illinois
– -$32.7K -723 Closed
GFPC
322
Global Financial Private Client
Florida
– -$20.8K -460 Closed
CIA
323
Cape Investment Advisory
Georgia
– -$11.3K -250 Closed
HWA
324
HHM Wealth Advisors
Tennessee
– -$6.56K -145 Closed
BSB
325
Bangor Savings Bank
Maine
– -$4.52K -100 Closed
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13
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