FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

307 hedge funds and large institutions have $2.22B invested in First Trust Senior Loan Fund ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
307
Holders Change
+47
Holders Change %
+18.08%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.34%
New
65
Increased
157
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
UCFA
3
United Capital Financial Advisors
Texas
$31.8M
4
LPL Financial
4
LPL Financial
California
$93.1M
5
Wells Fargo
5
Wells Fargo
California
$119M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$345K
2
Barclays
2
Barclays
United Kingdom
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.72M
4
HI
4
Harbour Investments
Wisconsin
$4.05M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
26
Astor Investment Management
Illinois
$18.3M 381,402 +6,915 +2%
B
27
Bailard
California
$17.4M 363,883 +122 +0%
MA
28
MJP Associates
Connecticut
$16.8M 351,752 +7,376 +2%
TPW
29
TL Private Wealth
Texas
$16.7M 349,715 +124,237 +55%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$16.7M 347,862 +18,796 +6%
AWA
31
Arete Wealth Advisors
Illinois
$16.3M 340,146 +6,404 +2%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$15.6M 326,472 +52,003 +19%
KAS
33
Kestra Advisory Services
Texas
$14.5M 303,039 +9,815 +3%
LI
34
LVZ Inc
Michigan
$14.4M 300,779 +3,964 +1%
SPIA
35
Steward Partners Investment Advisory
New York
$13.6M 284,715 +191,564 +206%
CAG
36
Csenge Advisory Group
Florida
$13M 270,455 -8,559 -3%
AFA
37
Arlington Financial Advisors
California
$12.7M 264,878 +264,878 New
JIP
38
Jaffetilchin Investment Partners
Florida
$12.2M 254,086 +3,821 +2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$11.8M 247,206 +247,206 New
HighTower Advisors
40
HighTower Advisors
Illinois
$11M 229,698 +51,518 +29%
RA
41
RiverTree Advisors
Florida
$11M 228,496 +17,038 +8%
SI
42
Stephens Inc
Arkansas
$10.9M 228,141 +228,141 New
OWA
43
Octavia Wealth Advisors
Ohio
$10.7M 223,674 +30,802 +16%
FEG
44
Financial Enhancement Group
Indiana
$10.2M 213,522 +213,522 New
MWM
45
Mattern Wealth Management
Kansas
$10.2M 212,875 +11,166 +6%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$10.1M 211,538 +29,856 +16%
GIA
47
Gladstone Institutional Advisory
Florida
$9.07M 189,245 -36,834 -16%
TLP
48
Trinity Legacy Partners
Texas
$8.93M 186,443 +7,975 +4%
SIM
49
SSI Investment Management
California
$8.93M 186,439 +18,159 +11%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$8.64M 180,307 +23,393 +15%
1
2
3 4 5