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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

177 hedge funds and large institutions have $664M invested in First Trust Senior Loan Fund ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
61
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16M
2
GIA
2
Gladstone Institutional Advisory
Florida
$13.4M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$13.4M
4
UBS Group
4
UBS Group
Switzerland
$32.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.13M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
2
Truist Financial
2
Truist Financial
North Carolina
$715K
3
KWM
3
Kingsview Wealth Management
Oregon
$1.69M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$3.37M
5
Wells Fargo
5
Wells Fargo
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$6.49M +$351K +7,621 +6%
Stifel Financial
27
Stifel Financial
Missouri
$6.13M +$2.09M +45,442 +52%
PP
28
Prudential plc
United Kingdom
$5.78M -$354K -7,700 -6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.15M -$430K -9,347 -8%
CCM
30
Colorado Capital Management
Colorado
$4.56M +$47.4K +1,030 +1%
KA
31
Kovack Advisors
Florida
$4.5M +$53K +1,152 +1%
TLP
32
Trinity Legacy Partners
Texas
$4.1M +$419K +9,026 +11%
AIM
33
Aspen Investment Management
Michigan
$4.05M -$47.3K -1,029 -1%
MIAN
34
Mariner Independent Advisor Network
Kansas
$3.99M +$1.41M +30,629 +55%
SCA
35
Snowden Capital Advisors
New York
$3.98M +$347K +7,537 +10%
CF
36
Centaurus Financial
California
$3.46M -$362K -7,863 -9%
First Trust Advisors
37
First Trust Advisors
Illinois
$3.37M -$6.69M -145,320 -67%
BFA
38
Brendel Financial Advisors
New Hampshire
$3.35M +$132K +2,864 +4%
UR
39
USCA RIA
Texas
$3.33M +$94.1K +2,046 +3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.09M -$207K -4,509 -6%
SPIA
41
Steward Partners Investment Advisory
New York
$3.06M -$2.58K -56 -0.1%
PCWA
42
Pacific Capital Wealth Advisors
California
$2.64M +$5.98K +130 +0.2%
FHC
43
First Heartland Consultants
Missouri
$2.54M -$89.7K -1,949 -3%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.51M -$314K -6,825 -11%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$2.49M -$126K -2,746 -5%
SFS
46
Sowell Financial Services
Arkansas
$2.31M -$405K -8,794 -15%
OMC
47
Old Mission Capital
Illinois
$2.22M -$4.38M -95,116 -66%
MWM
48
McNaughton Wealth Management
California
$2.22M +$228K +4,958 +11%
DF
49
Donoghue Forlines
Massachusetts
$2.06M +$127K +2,767 +7%
KAS
50
Kestra Advisory Services
Texas
$2.04M +$2.04M +44,379 New
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