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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

243 hedge funds and large institutions have $1.63B invested in First Trust Senior Loan Fund ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
42
Increased
139
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$298M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$43.2M
3
UBS Group
3
UBS Group
Switzerland
$74M
4
RCIM
4
Red Cedar Investment Management
Michigan
$23.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$74.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.69M
2
FPGK
2
Financial Partners Group (Kansas)
Kansas
$658K
3
OMC
3
Old Mission Capital
Illinois
$0
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
AFA
5
American Financial Advisors
Georgia
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
ShoreHaven Wealth Partners
New Jersey
$6.62M +$1.29M +26,916 +24%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$6.55M +$105K +2,181 +2%
LCWP
53
Legacy Capital Wealth Partners
Arkansas
$5.58M +$413K +8,608 +8%
CCM
54
Colorado Capital Management
Colorado
$4.99M +$46.4K +967 +0.9%
PP
55
Prudential plc
United Kingdom
$4.9M -$468K -9,750 -9%
OWA
56
Octavia Wealth Advisors
Ohio
$4.88M +$690K +14,367 +16%
KWM
57
Kingsview Wealth Management
Oregon
$4.6M +$1.92M +40,056 +72%
SPIA
58
Steward Partners Investment Advisory
New York
$4.48M +$1.12M +23,268 +33%
GM
59
GeoWealth Management
Illinois
$4.43M +$156K +3,252 +4%
CCIA
60
Cherry Creek Investment Advisors
Colorado
$4.3M +$4.3M +89,454 New
KA
61
Kovack Advisors
Florida
$4.25M +$346K +7,216 +9%
FHC
62
First Heartland Consultants
Missouri
$3.58M +$54.8K +1,141 +2%
AFA
63
American Financial Advisors
Georgia
$3.54M -$1.56M -32,505 -31%
GWM
64
Geneos Wealth Management
Colorado
$3.34M +$2.23M +46,339 +201%
CWA
65
Centennial Wealth Advisory
Michigan
$3.3M -$252K -5,245 -7%
CAN
66
Cetera Advisor Networks
California
$3.28M +$3.01M +62,690 +1,121%
AIM
67
Aspen Investment Management
Michigan
$3.26M +$113K +2,356 +4%
FHB
68
First Hawaiian Bank
Hawaii
$3.15M +$1.74M +36,200 +123%
AWM
69
Accel Wealth Management
Iowa
$3.15M +$2.04M +42,404 +183%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$3.1M +$393K +8,195 +15%
MML Investors Services
71
MML Investors Services
Massachusetts
$3M +$464K +9,668 +18%
IWA
72
IVC Wealth Advisors
Pennsylvania
$2.97M +$718K +14,958 +32%
HNW
73
High Note Wealth
Minnesota
$2.9M +$2.9M +60,445 New
PCWA
74
Pacific Capital Wealth Advisors
California
$2.88M -$156K -3,239 -5%
PFS
75
Prospera Financial Services
Texas
$2.77M +$839K +17,468 +43%
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