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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$184M
2
FTUS
2
Flow Traders U.S.
New York
$12.6M
3
AssetMark Inc
3
AssetMark Inc
California
$11.7M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M
5
AWM
5
AE Wealth Management
Kansas
$12.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$263M
3
VCM
3
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
4
Bank of America
North Carolina
$97.4M
5
UBS Group
5
UBS Group
Switzerland
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
51
Prudential plc
United Kingdom
$6.73M -$557K -12,500 -8%
CCIA
52
Cherry Creek Investment Advisors
Colorado
$6.69M -$15.1K -338 -0.2%
MWM
53
Mattern Wealth Management
Kansas
$6.64M -$4.52M -101,342 -40%
W
54
WealthOne
New York
$6.58M +$561K +12,585 +9%
RA
55
RFG Advisory
Alabama
$6.44M +$812K +17,768 +14%
CWM
56
Cranbrook Wealth Management
Michigan
$6.18M -$327K -7,329 -5%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$6.03M +$6.03M +135,255 New
IGWM
58
ICA Group Wealth Management
Colorado
$5.91M +$192K +4,312 +3%
MMA
59
Miracle Mile Advisors
California
$5.69M +$3.26M +73,096 +134%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$5.64M -$936K -20,989 -14%
LSPW
61
Lake Street Private Wealth
Illinois
$5.62M +$740K +16,594 +15%
AWM
62
Accel Wealth Management
Iowa
$5.58M -$228K -5,106 -4%
WWM
63
WT Wealth Management
Arizona
$5.34M +$72K +1,614 +1%
RFWA
64
RPg Family Wealth Advisory
Massachusetts
$5.15M +$5.15M +115,590 New
FEG
65
Financial Enhancement Group
Indiana
$5.14M +$2.01M +43,845 +64%
PFS
66
Prospera Financial Services
Texas
$4.96M +$136K +3,059 +3%
GIA
67
Gladstone Institutional Advisory
Florida
$4.91M -$1.52M -34,035 -24%
CPIG
68
Chicago Partners Investment Group
Illinois
$4.72M +$977K +21,307 +26%
MLA
69
My Legacy Advisors
Oregon
$4.67M +$3.77M +82,527 +419%
KA
70
Kovack Advisors
Florida
$4.63M -$188K -4,214 -4%
CCM
71
Colorado Capital Management
Colorado
$4.59M -$130K -2,903 -3%
AIM
72
Aspen Investment Management
Michigan
$4.58M -$521K -11,679 -10%
RA
73
RiverTree Advisors
Florida
$4.45M +$4.45M +99,700 New
SPIA
74
Steward Partners Investment Advisory
New York
$4.33M -$852K -19,113 -16%
HI
75
Harbour Investments
Wisconsin
$4.28M -$1.11M -24,913 -21%
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