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First Trust Senior Loan Fund ETF

332 hedge funds and large institutions have $2.66B invested in First Trust Senior Loan Fund ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 83

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

20% more capital invested

Capital invested by funds: $2.22B → $2.66B (+$438M)

7% more funds holding

Funds holding: 309332 (+23)

0.96% less ownership

Funds ownership: 72.29%71.33% (-0.96%)

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.55%
New
53
Increased
168
Reduced
83
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$10.7M +$10.8M +227,707 New
TWM
52
Tanager Wealth Management
United Kingdom
$10.4M +$6.67M +140,454 +174%
OWA
53
Octavia Wealth Advisors
Ohio
$10.4M -$114K -2,396 -1%
HNW
54
High Note Wealth
Minnesota
$10.3M +$6.01M +126,509 +137%
SWM
55
Stockman Wealth Management
Montana
$10.2M +$1.98M +41,657 +24%
TLP
56
Trinity Legacy Partners
Texas
$9.61M +$842K +17,742 +10%
GWM
57
Geneos Wealth Management
Colorado
$9.09M +$5.62M +118,288 +158%
SIM
58
SSI Investment Management
California
$8.89M +$118K +2,491 +1%
WAM
59
WealthTrust Asset Management
Florida
$8.38M +$377K +7,950 +5%
KPWS
60
Kestra Private Wealth Services
Texas
$8.16M +$378K +7,966 +5%
EWM
61
Empirical Wealth Management
Washington
$6.82M -$230K -4,852 -3%
PFS
62
Prospera Financial Services
Texas
$6.65M -$72.6K -1,530 -1%
CWM
63
Cranbrook Wealth Management
Michigan
$6.45M -$44.1K -928 -0.7%
CCIA
64
Cherry Creek Investment Advisors
Colorado
$6.37M +$318K +6,692 +5%
TPA
65
Trivium Point Advisory
Connecticut
$6.31M +$2.87M +60,475 +83%
AWM
66
Accel Wealth Management
Iowa
$6.07M +$358K +7,544 +6%
AAMC
67
Asset Allocation & Management Company
Illinois
$5.97M +$6.01M +126,610 New
LCWP
68
Legacy Capital Wealth Partners
Arkansas
$5.92M +$52.3K +1,102 +0.9%
AOG
69
Alpha Omega Group
Virginia
$5.8M +$5.85M +123,226 New
PP
70
Prudential plc
United Kingdom
$5.75M +$437K +9,200 +8%
FCM
71
Fourpath Capital Management
Oklahoma
$5.66M +$293K +6,164 +5%
SPC
72
Sigma Planning Corp
Michigan
$5.5M +$59.8K +1,260 +1%
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
$5.33M +$3.79M +79,850 +239%
OIA
74
OneDigital Investment Advisors
Kansas
$5.32M -$7.5K -158 -0.1%
IGWM
75
ICA Group Wealth Management
Colorado
$5.1M +$5.29M +111,489 New

FTSL Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2022, worth a combined $2.66B — up 20% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTSL positions and 27 closed out — a net gain of 26 holders — while 168 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.9M. The largest seller was First Trust Advisors, cutting an estimated $30.8M.

  • 332 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2022, up from 309 in Q4 2021.
  • Funds reported $2.66B of First Trust Senior Loan Fund ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 53 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2022 and 27 closed out, a net change of +26 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2022 was Morgan Stanley, an estimated $53.9M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2022 was First Trust Advisors, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2022.