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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

220 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
220
Holders Change
+27
Holders Change %
+13.99%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
42
Increased
114
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Wells Fargo
2
Wells Fargo
California
$85.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$50.9M
4
Bank of America
4
Bank of America
North Carolina
$76.1M
5
BFG
5
Beacon Financial Group
Texas
$24.4M

Top Sellers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$0
2
AFA
2
American Financial Advisors
Georgia
$5.09M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AO
4
Advisor OS
Illinois
$2.23M
5
GIA
5
Gladstone Institutional Advisory
Florida
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$10.3M 214,390 +156,749 +272%
RA
27
RiverTree Advisors
Florida
$10.2M 212,706 +1,173 +0.6%
TPW
28
TL Private Wealth
Texas
$9.26M 192,564 +19,209 +11%
JIP
29
Jaffetilchin Investment Partners
Florida
$9.02M 188,285 +180,319 +2,264%
AWM
30
AE Wealth Management
Kansas
$8.48M 177,159 +149,514 +541%
HighTower Advisors
31
HighTower Advisors
Illinois
$7.71M 160,796 -19,949 -11%
Truist Financial
32
Truist Financial
North Carolina
$6.93M 144,794 +98,976 +216%
CWM
33
Cranbrook Wealth Management
Michigan
$6.85M 142,996 -313 -0.2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$6.43M 134,216 +9,988 +8%
TLP
35
Trinity Legacy Partners
Texas
$6.2M 129,549 +26,851 +26%
EWM
36
Empirical Wealth Management
Washington
$6.14M 128,153 -31,763 -20%
EWP
37
Engrave Wealth Partners
Texas
$5.9M 123,153 +123,153 New
PP
38
Prudential plc
United Kingdom
$5.35M 111,700 -10,800 -9%
SWP
39
ShoreHaven Wealth Partners
New Jersey
$5.32M 110,980 +1,400 +1%
LCWP
40
Legacy Capital Wealth Partners
Arkansas
$5.16M 107,696 +2,704 +3%
AFA
41
American Financial Advisors
Georgia
$5.09M 106,263 -260,531 -71%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$4.98M 104,022 -2,022 -2%
GIA
43
Gladstone Institutional Advisory
Florida
$4.94M 103,219 -121,610 -54%
FPGK
44
Financial Partners Group (Kansas)
Kansas
$4.93M 102,980 +102,980 New
CCM
45
Colorado Capital Management
Colorado
$4.93M 102,984 +2,972 +3%
GM
46
GeoWealth Management
Illinois
$4.26M 89,010 +60,480 +212%
OWA
47
Octavia Wealth Advisors
Ohio
$4.18M 87,319 +43,076 +97%
KA
48
Kovack Advisors
Florida
$3.89M 81,225 -21,436 -21%
SIM
49
SSI Investment Management
California
$3.89M 81,154 +81,154 New
CWA
50
Centennial Wealth Advisory
Michigan
$3.55M 74,025 +59,437 +407%
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