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First Trust Senior Loan Fund ETF

332 hedge funds and large institutions have $2.66B invested in First Trust Senior Loan Fund ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 83

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

20% more capital invested

Capital invested by funds: $2.22B → $2.66B (+$438M)

7% more funds holding

Funds holding: 309332 (+23)

0.96% less ownership

Funds ownership: 72.29%71.33% (-0.96%)

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.55%
New
53
Increased
168
Reduced
83
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
26
TL Private Wealth
Texas
$22M +$5.47M +115,240 +33%
EWP
27
Engrave Wealth Partners
Texas
$21.8M -$329K -6,937 -1%
TC
28
Telemus Capital
Michigan
$20.2M +$273K +5,747 +1%
MAP
29
Milestone Advisory Partners
North Carolina
$18.3M -$606K -12,770 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$17.7M +$1.32M +27,787 +8%
B
31
Bailard
California
$17.1M +$27K +569 +0.2%
AWM
32
AE Wealth Management
Kansas
$17M -$1.29M -27,194 -7%
SPIA
33
Steward Partners Investment Advisory
New York
$16.8M +$3.48M +73,272 +26%
AIM
34
Astor Investment Management
Illinois
$16.8M -$1.16M -24,535 -6%
KAS
35
Kestra Advisory Services
Texas
$16.1M +$1.91M +40,134 +13%
HighTower Advisors
36
HighTower Advisors
Illinois
$15.3M +$4.58M +96,445 +42%
LI
37
LVZ Inc
Michigan
$14.5M +$316K +6,662 +2%
SI
38
Stephens Inc
Arkansas
$14.4M +$3.72M +78,378 +34%
RA
39
RiverTree Advisors
Florida
$13.5M +$2.79M +58,865 +26%
AFA
40
Arlington Financial Advisors
California
$13.3M +$882K +18,577 +7%
MWM
41
Mattern Wealth Management
Kansas
$12.9M +$2.92M +61,435 +29%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$12.7M -$2.71M -57,031 -17%
AO
43
Advisor OS
Illinois
$12.4M +$9.27M +195,362 +287%
CAG
44
Csenge Advisory Group
Florida
$12.3M -$412K -8,685 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$12.2M +$2.25M +47,351 +22%
AFA
46
American Financial Advisors
Georgia
$11.7M +$9.56M +201,288 +428%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$11.3M -$307K -6,477 -3%
CAN
48
Cetera Advisor Networks
California
$11M +$3.1M +65,202 +39%
FEG
49
Financial Enhancement Group
Indiana
$10.9M +$822K +17,319 +8%
PAG
50
Private Advisor Group
New Jersey
$10.7M +$6.17M +129,872 +133%

FTSL Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2022, worth a combined $2.66B — up 20% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTSL positions and 27 closed out — a net gain of 26 holders — while 168 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.9M. The largest seller was First Trust Advisors, cutting an estimated $30.8M.

  • 332 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2022, up from 309 in Q4 2021.
  • Funds reported $2.66B of First Trust Senior Loan Fund ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 53 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2022 and 27 closed out, a net change of +26 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2022 was Morgan Stanley, an estimated $53.9M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2022 was First Trust Advisors, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2022.