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First Trust Senior Loan Fund ETF

298 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

0.49% more ownership

Funds ownership: 69.29%69.78% (+0.49%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

0% less funds holding

Funds holding: 299298 (-1)

2% less capital invested

Capital invested by funds: $1.54B → $1.51B (-$25.9M)

3% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 119

Holders
298
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
4.73%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
119
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
301
RiverFront Investment Group
Virginia
-$3.08M -68,075 Closed
SSA
302
Schonfeld Strategic Advisors
New York
-$3.01M -66,380 Closed
FCA
303
FinTrust Capital Advisors
South Carolina
-$2.71M -60,820 Closed
SI
304
Saxon Interests
Texas
-$2.64M -58,222 Closed
OMC
305
Old Mission Capital
Illinois
-$2.36M -52,118 Closed
AWA
306
Arete Wealth Advisors
Illinois
-$2.19M -48,302 Closed
CCM
307
Crabel Capital Management
California
-$1.26M -27,887 Closed
LFAS
308
Level Four Advisory Services
Texas
-$1.21M -26,634 Closed
LWM
309
Laidlaw Wealth Management
New York
-$1.17M -25,864 Closed
SXL
310
Summit X LLC
Missouri
-$892K -19,691 Closed
LI
311
LVZ Inc
Michigan
-$670K -14,787 Closed
AWG
312
Altus Wealth Group
Colorado
-$409K -9,022 Closed
IP
313
Ignite Planners
California
-$354K -7,815 Closed
BW
314
Bison Wealth
Georgia
-$337K -7,438 Closed
LCM
315
Lunt Capital Management
Utah
-$333K -7,362 Closed
VAS
316
Vestmark Advisory Solutions
Massachusetts
-$306K -6,763 Closed
MFG
317
Merit Financial Group
Georgia
-$302K -6,669 Closed
CS
318
Comerica Securities
Michigan
-$283K -6,239 Closed
CA
319
Calton & Associates
Florida
-$270K -5,960 Closed
C
320
CEDRUS
Colorado
-$247K -5,463 Closed
EWP
321
Engrave Wealth Partners
Texas
-$238K -5,250 Closed
AWA
322
Arkadios Wealth Advisors
Georgia
-$234K -5,157 Closed
KFC
323
Klingenstein Fields & Co
New York
-$227K -5,000 Closed
ACP
324
Aveo Capital Partners
Colorado
-$207K -4,565 Closed
WP
325
WealthShield Partners
North Carolina
-$160K -3,528 Closed

FTSL Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2023, worth a combined $1.51B — down 1.7% from $1.54B a quarter earlier.

Fund positioning in FTSL was balanced in Q3 2023: 33 funds opened new positions, 33 closed out, 116 added to existing stakes and 119 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $13.8M. The largest seller was Jane Street, cutting an estimated $45.9M.

  • 298 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2023, down from 299 in Q2 2023.
  • Funds reported $1.51B of First Trust Senior Loan Fund ETF stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 33 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2023 and 33 closed out, a net change of 0 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q3 2023 was Osaic Holdings, an estimated $13.8M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q3 2023 was Jane Street, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2023.