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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$184M
2
FTUS
2
Flow Traders U.S.
New York
$12.6M
3
AssetMark Inc
3
AssetMark Inc
California
$11.7M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M
5
AWM
5
AE Wealth Management
Kansas
$12.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$263M
3
VCM
3
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
4
Bank of America
North Carolina
$97.4M
5
UBS Group
5
UBS Group
Switzerland
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$14.4M -$5.03M -112,696 -26%
KAS
27
Kestra Advisory Services
Texas
$14.3M -$330K -7,410 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$13.1M -$2.29M -51,296 -15%
AFA
29
American Financial Advisors
Georgia
$12.9M +$60.7K +1,361 +0.5%
FTUS
30
Flow Traders U.S.
New York
$12.6M +$12.6M +282,591 New
AWM
31
AE Wealth Management
Kansas
$12.6M +$10.6M +236,718 +518%
AO
32
Advisor OS
Illinois
$12.5M -$2.15M -48,233 -15%
MAP
33
Milestone Advisory Partners
North Carolina
$12.4M -$1.13M -25,296 -8%
Jane Street
34
Jane Street
New York
$12.4M -$16.8M -377,805 -58%
HighTower Advisors
35
HighTower Advisors
Illinois
$12.1M -$2.04M -45,788 -14%
AssetMark Inc
36
AssetMark Inc
California
$11.7M +$11.7M +262,022 +101,559%
EDRIA
37
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M +$11.6M +259,848 New
TA
38
TrueWealth Advisors
Alabama
$10.9M -$6.01M -134,853 -36%
Renaissance Technologies
39
Renaissance Technologies
New York
$10.5M +$10.5M +234,600 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$9.86M +$218K +4,888 +2%
FPGK
41
Financial Partners Group (Kansas)
Kansas
$9.65M +$3.31M +72,364 +52%
JIP
42
Jaffetilchin Investment Partners
Florida
$9.49M -$14.2M -318,878 -60%
Truist Financial
43
Truist Financial
North Carolina
$9.48M -$9.26M -207,661 -49%
TLP
44
Trinity Legacy Partners
Texas
$8.86M -$475K -10,651 -5%
CAN
45
Cetera Advisor Networks
California
$8.09M -$3.39M -75,983 -30%
HNW
46
High Note Wealth
Minnesota
$7.94M -$1.05M -23,525 -12%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$7.93M -$1.21M -27,169 -13%
TPA
48
Trivium Point Advisory
Connecticut
$7.65M -$450K -9,930 -6%
CWP
49
Cyndeo Wealth Partners
Florida
$7.33M +$7.33M +164,402 New
EWM
50
Empirical Wealth Management
Washington
$7.01M -$490K -10,989 -7%
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