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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
+$35M
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
+$10.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$13.4B
2
Morgan Stanley
Morgan Stanley
New York
-$55.2M
3
VCM
Virtue Capital Management
Tennessee
-$32.9M
4
Bank of America
Bank of America
North Carolina
-$21.5M
5
UBS Group
UBS Group
Switzerland
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
AllSquare Wealth Management
New York
$2.14K – – –
MWM
327
MinichMacGregor Wealth Management
New York
$1.69K +$1.69K +38 New
NMG
328
New Millennium Group
Utah
$1.55K – – –
AWM
329
Avior Wealth Management
Nebraska
$1.17K – – –
FIM
330
FWL Investment Management
Texas
$1.12K +$1.12K +25 New
TFGT
331
TS Financial Group (TSFG)
Illinois
$1K – – –
HNB
332
Huntington National Bank
Ohio
$669 – – –
Fidelity Investments
333
Fidelity Investments
Massachusetts
$89 -$178 -4 -67%
MA
334
MJP Associates
Connecticut
– -$15.9M -360,455 Closed
Barclays
335
Barclays
United Kingdom
– -$5.67M -128,671 Closed
AOG
336
Alpha Omega Group
Virginia
– -$5.21M -118,188 Closed
TWM
337
Trinity Wealth Management
Pennsylvania
– -$4.85M -110,016 Closed
B
338
Bensler
Washington
– -$3.85M -87,263 Closed
BFG
339
Berger Financial Group
Minnesota
– -$3.04M -68,869 Closed
EWM
340
Echo Wealth Management
Minnesota
– -$1.83M -40,981 Closed
SWAG
341
Spectrum Wealth Advisory Group
California
– -$1.6M -36,218 Closed
WGCA
342
Wolf Group Capital Advisors
Virginia
– -$1.49M -33,819 Closed
VWA
343
V Wealth Advisors
Kansas
– -$1.32M -29,829 Closed
GM
344
GeoWealth Management
Illinois
– -$765K -17,358 Closed
ECA
345
Elevated Capital Advisors
Utah
– -$716K -16,236 Closed
OWA
346
Opal Wealth Advisors
New York
– -$631K -14,308 Closed
OBWG
347
Onyx Bridge Wealth Group
New York
– -$611K -13,754 Closed
Citadel Advisors
348
Citadel Advisors
Florida
– -$577K -13,100 Closed
BWM
349
Bulltick Wealth Management
Florida
– -$461K -10,470 Closed
TSS
350
Two Sigma Securities
New York
– -$376K -8,539 Closed
11 12 13
14
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