FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

310 hedge funds and large institutions have $1.7B invested in First Trust Senior Loan Fund ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 147 reducing their positions, and 46 closing their positions.

Holders
310
Holders Change
-22
Holders Change %
-6.63%
% of All Funds
4.96%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
30
Increased
110
Reduced
147
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wagner Wealth Management
South Carolina
$31.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$18.7M
3
Jane Street
3
Jane Street
New York
$19.6M
4
CWP
4
Cyndeo Wealth Partners
Florida
$14.3M
5
NP
5
Nilsine Partners
Colorado
$6.24M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Wells Fargo
2
Wells Fargo
California
$91.1M
3
EWP
3
Engrave Wealth Partners
Texas
$248K
4
FTUS
4
Flow Traders U.S.
New York
$324K
5
MAP
5
Milestone Advisory Partners
North Carolina
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$14.1M 310,864 -34,257 -10%
AFA
27
American Financial Advisors
Georgia
$12.7M 281,592 -8,210 -3%
EDRIA
28
Edmonds Duncan Registered Investment Advisors
Kansas
$11.7M 258,805 -1,043 -0.4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$9.87M 218,173 -2,882 -1%
FPGK
30
Financial Partners Group (Kansas)
Kansas
$9.7M 214,447 +3,810 +2%
UCFA
31
United Capital Financial Advisors
Texas
$9.66M 213,545 -109,804 -34%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$9.13M 201,703 -91,518 -31%
TPA
33
Trivium Point Advisory
Connecticut
$9.09M 200,888 +31,916 +19%
TLP
34
Trinity Legacy Partners
Texas
$8.93M 197,350 -1,336 -0.7%
Truist Financial
35
Truist Financial
North Carolina
$8.57M 189,353 -23,354 -11%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$7.56M 167,065 -10,877 -6%
EWM
37
Empirical Wealth Management
Washington
$6.96M 153,802 -3,307 -2%
CCIA
38
Cherry Creek Investment Advisors
Colorado
$6.86M 151,670 +1,591 +1%
RA
39
RFG Advisory
Alabama
$6.85M 151,518 +10,698 +8%
WWM
40
WT Wealth Management
Arizona
$6.27M 138,677 +18,942 +16%
NP
41
Nilsine Partners
Colorado
$6.24M 137,983 +137,983 New
LSPW
42
Lake Street Private Wealth
Illinois
$5.97M 131,912 +5,792 +5%
CWM
43
Cranbrook Wealth Management
Michigan
$5.96M 131,671 -6,963 -5%
CAN
44
Cetera Advisor Networks
California
$5.93M 131,079 -50,387 -28%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$5.58M 123,279 -3,239 -3%
AWM
46
Accel Wealth Management
Iowa
$5.48M 121,097 -4,005 -3%
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$5.4M 119,369 +3,779 +3%
MMA
48
Miracle Mile Advisors
California
$5.21M 115,183 -12,361 -10%
PAG
49
Private Advisor Group
New Jersey
$4.98M 110,042 -52,034 -32%
CPIG
50
Chicago Partners Investment Group
Illinois
$4.95M 109,547 +6,579 +6%
1
2
3 4 5