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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

298 hedge funds and large institutions have $1.53B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.25%
New
18
Increased
107
Reduced
141
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$46.3M
2
OCM
2
One Capital Management
California
$35.2M
3
WWM
3
Wagner Wealth Management
South Carolina
$40.6M
4
AAMC
4
Asset Allocation & Management Company
Illinois
$6.45M
5
NA
5
NewEdge Advisors
Louisiana
$7.46M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$135M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$64.4M
4
VCM
4
Virtue Capital Management
Tennessee
$16.1M
5
BFG
5
Beacon Financial Group
Texas
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$12M -$6.79M -149,908 -36%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$9.22M +$1.25M +27,541 +16%
FPGK
28
Financial Partners Group (Kansas)
Kansas
$8.79M -$964K -21,203 -10%
Truist Financial
29
Truist Financial
North Carolina
$8.26M -$313K -6,917 -4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.97M -$1.92M -42,335 -19%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$7.69M +$125K +2,750 +2%
NA
32
NewEdge Advisors
Louisiana
$7.46M +$4.66M +102,907 +167%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$7.26M -$1.88M -41,402 -21%
CCIA
34
Cherry Creek Investment Advisors
Colorado
$7.09M +$222K +4,905 +3%
RA
35
RFG Advisory
Alabama
$6.85M -$15.9K -350 -0.2%
EWM
36
Empirical Wealth Management
Washington
$6.65M -$322K -7,111 -5%
AAMC
37
Asset Allocation & Management Company
Illinois
$6.45M +$6.45M +142,360 New
NP
38
Nilsine Partners
Colorado
$6.31M +$62K +1,369 +1%
LSPW
39
Lake Street Private Wealth
Illinois
$6.1M +$123K +2,717 +2%
SFS
40
Sowell Financial Services
Arkansas
$6.09M +$2.38M +52,429 +64%
CWM
41
Cranbrook Wealth Management
Michigan
$5.72M -$244K -5,395 -4%
HI
42
Harbour Investments
Wisconsin
$5.6M +$1.8M +39,838 +48%
AWM
43
Accel Wealth Management
Iowa
$5.58M +$95.7K +2,112 +2%
LIG
44
Lokken Investment Group
Delaware
$5.49M +$1.57M +34,742 +40%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$5.42M -$167K -3,689 -3%
AFA
46
American Financial Advisors
Georgia
$5.38M -$7.38M -162,872 -58%
CPIG
47
Chicago Partners Investment Group
Illinois
$5.3M +$320K +7,034 +6%
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$5.24M -$169K -3,728 -3%
HighTower Advisors
49
HighTower Advisors
Illinois
$5.04M +$318K +7,023 +7%
PCM
50
Presidio Capital Management
California
$5M +$401K +8,848 +9%
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