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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

193 hedge funds and large institutions have $778M invested in First Trust Senior Loan Fund ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
35
Increased
81
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.7M
3
AO
3
Advisor OS
Illinois
$14.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$8.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.5M
2
BFA
2
Brendel Financial Advisors
New Hampshire
$0
3
Wells Fargo
3
Wells Fargo
California
$39.9M
4
GIA
4
Gladstone Institutional Advisory
Florida
$10.7M
5
CF
5
Centaurus Financial
California
$822K
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
26
TL Private Wealth
Texas
$8.36M +$540K +11,200 +7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$8.13M +$1.41M +29,733 +21%
BFG
28
Beacon Financial Group
Texas
$7.92M +$45.8K +922 +0.6%
EWM
29
Empirical Wealth Management
Washington
$7.61M -$83.2K -1,748 -1%
CWM
30
Cranbrook Wealth Management
Michigan
$6.82M +$40.1K +842 +0.6%
Stifel Financial
31
Stifel Financial
Missouri
$6.58M +$233K +4,899 +4%
Jane Street
32
Jane Street
New York
$6.5M -$10M -210,718 -61%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$5.91M +$586K +12,320 +11%
PP
34
Prudential plc
United Kingdom
$5.83M -$148K -3,100 -2%
SWP
35
ShoreHaven Wealth Partners
New Jersey
$5.22M +$5.22M +109,580 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$5.05M +$2.47M +51,962 +96%
LCWP
37
Legacy Capital Wealth Partners
Arkansas
$5M +$5M +104,992 New
TLP
38
Trinity Legacy Partners
Texas
$4.89M +$681K +14,313 +16%
KA
39
Kovack Advisors
Florida
$4.89M +$227K +4,776 +5%
CCM
40
Colorado Capital Management
Colorado
$4.75M +$47.1K +991 +1%
MIAN
41
Mariner Independent Advisor Network
Kansas
$3.43M -$700K -14,716 -17%
SPIA
42
Steward Partners Investment Advisory
New York
$3.24M +$70.7K +1,486 +2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.89M +$292K +6,146 +11%
PCWA
44
Pacific Capital Wealth Advisors
California
$2.78M +$48.2K +1,012 +2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.74M -$452K -9,503 -14%
KAS
46
Kestra Advisory Services
Texas
$2.74M +$632K +13,309 +30%
LSPW
47
Lake Street Private Wealth
Illinois
$2.45M +$349K +7,337 +17%
UR
48
USCA RIA
Texas
$2.41M -$1.03M -21,643 -30%
MWM
49
McNaughton Wealth Management
California
$2.31M +$21.2K +446 +0.9%
FHC
50
First Heartland Consultants
Missouri
$2.31M -$321K -6,745 -12%
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