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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

260 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
156
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$68.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$69.6M
4
LPL Financial
4
LPL Financial
California
$73.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$88M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$10.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$14.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.34M
4
Jane Street
4
Jane Street
New York
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$16M +$102K +2,136 +0.6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$15.7M +$1.75M +36,540 +12%
AWM
28
AE Wealth Management
Kansas
$15.7M +$1.47M +30,747 +10%
MAP
29
Milestone Advisory Partners
North Carolina
$15.1M -$57.4K -1,199 -0.4%
LI
30
LVZ Inc
Michigan
$14.2M +$433K +9,055 +3%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$14.2M -$3.04M -63,438 -18%
KAS
32
Kestra Advisory Services
Texas
$14M +$1.09M +22,769 +8%
CAG
33
Csenge Advisory Group
Florida
$13.4M +$410K +8,559 +3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$13.1M +$2.27M +47,414 +21%
HI
35
Harbour Investments
Wisconsin
$12.9M +$632K +13,210 +5%
JIP
36
Jaffetilchin Investment Partners
Florida
$12M +$1.19M +24,949 +11%
GIA
37
Gladstone Institutional Advisory
Florida
$10.8M +$72.7K +1,520 +0.7%
TPW
38
TL Private Wealth
Texas
$10.8M +$975K +20,378 +10%
Barclays
39
Barclays
United Kingdom
$10.7M -$6.39M -133,480 -37%
RA
40
RiverTree Advisors
Florida
$10.1M -$7.42K -155 -0.1%
MWM
41
Mattern Wealth Management
Kansas
$9.65M +$3.88K +81 +0%
OWA
42
Octavia Wealth Advisors
Ohio
$9.21M +$4.35M +91,186 +90%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$8.69M +$1.47M +30,712 +20%
TLP
44
Trinity Legacy Partners
Texas
$8.54M +$235K +4,917 +3%
HighTower Advisors
45
HighTower Advisors
Illinois
$8.53M -$316K -6,605 -4%
SIM
46
SSI Investment Management
California
$8.05M +$323K +6,755 +4%
SWP
47
ShoreHaven Wealth Partners
New Jersey
$7.89M +$1.3M +27,084 +20%
TA
48
TruWealth Advisors
Louisiana
$7.7M +$528K +11,038 +7%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$7.51M +$982K +20,517 +15%
DF
50
Donoghue Forlines
Massachusetts
$7.42M -$487K -10,180 -6%
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