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First Trust Senior Loan Fund ETF
FTSL

222 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

147% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 47

50% more capital invested

Capital invested by funds: $779M → $1.16B (+$386M)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

14% more funds holding

Funds holding: 195 → 222 (+27)

8.47% more ownership

Funds ownership: 58.71% → 67.18% (+8.5%)

Holders
222
Holders Change
+27
Holders Change %
+13.85%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
42
Increased
116
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$53.6M
2
Wells Fargo
Wells Fargo
California
+$45.8M
3
BFG
Beacon Financial Group
Texas
+$39.1M
4
First Trust Advisors
First Trust Advisors
Illinois
+$32.2M
5
Bank of America
Bank of America
North Carolina
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$14.6M
2
AFA
American Financial Advisors
Georgia
-$12.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.5M
4
AO
Advisor OS
Illinois
-$10.5M
5
GIA
Gladstone Institutional Advisory
Florida
-$5.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
51
First Heartland Consultants
Missouri
$3.52M +$1.2M +25,079 +52%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$3.48M +$567K +11,812 +19%
SPIA
53
Steward Partners Investment Advisory
New York
$3.35M +$97.9K +2,040 +3%
HI
54
Harbour Investments
Wisconsin
$3.16M +$3.17M +65,937 New
AIM
55
Aspen Investment Management
Michigan
$3.14M +$931K +19,385 +42%
PCWA
56
Pacific Capital Wealth Advisors
California
$3.03M +$233K +4,864 +8%
Renaissance Technologies
57
Renaissance Technologies
New York
$3.01M +$749K +15,600 +33%
OMC
58
Old Mission Capital
Illinois
$2.99M +$2.99M +62,349 New
WCFA
59
Walkner Condon Financial Advisors
Wisconsin
$2.7M +$2.71M +56,361 New
KWM
60
Kingsview Wealth Management
Oregon
$2.67M +$653K +13,609 +32%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.52M +$1.58M +32,925 +166%
SFS
62
Sowell Financial Services
Arkansas
$2.52M +$260K +5,422 +11%
MWM
63
McNaughton Wealth Management
California
$2.44M +$118K +2,454 +5%
LSPW
64
Lake Street Private Wealth
Illinois
$2.42M -$38.7K -807 -2%
SPC
65
Sigma Planning Corp
Michigan
$2.42M +$1.52M +31,691 +169%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$2.28M +$874K +18,209 +62%
IWA
67
IVC Wealth Advisors
Pennsylvania
$2.24M +$2.25M +46,867 New
AO
68
Advisor OS
Illinois
$2.23M -$10.5M -217,746 -82%
MIAN
69
Mariner Independent Advisor Network
Kansas
$2.15M -$1.3M -27,085 -38%
RG
70
Retirement Group
California
$2.06M +$842K +17,545 +69%
CIAS
71
Capital Investment Advisory Services
North Carolina
$2.04M +$43.6K +909 +2%
QCIG
72
Quad-Cities Investment Group
Iowa
$1.94M +$78.8K +1,641 +4%
PFS
73
Prospera Financial Services
Texas
$1.93M -$287K -5,977 -13%
FAIM
74
Financial Advocates Investment Management
Washington
$1.84M +$235K +4,887 +44%
MMHP
75
Murphy Middleton Hinkle & Parker
Georgia
$1.84M +$4.32K +90 +0.2%
1 2
3
4 5

FTSL Hedge Fund Activity: Q1 2021 in Review

222 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2021, worth a combined $1.16B — up 50% from $779M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTSL positions and 12 closed out — a net gain of 30 holders — while 116 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.6M. The largest seller was Ensign Peak Advisors, exiting entirely with an estimated $14.6M sold.

  • 222 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $1.16B of First Trust Senior Loan Fund ETF stock for Q1 2021, up 50% quarter-over-quarter.
  • 42 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2021 and 12 closed out, a net change of +30 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2021 was Morgan Stanley, an estimated $53.6M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2021 was Ensign Peak Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2021.