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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.

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 %
AWM
51
Axxcess Wealth Management
California
$5M +$406K +8,959 +9%
AAS
52
Asset Allocation Strategies
Michigan
$4.99M +$3.91M +86,206 +360%
UCFA
53
United Capital Financial Advisors
Texas
$4.94M -$4.73M -104,388 -49%
CAN
54
Cetera Advisor Networks
California
$4.91M -$1.03M -22,683 -17%
PAG
55
Private Advisor Group
New Jersey
$4.85M -$133K -2,929 -3%
CCM
56
Colorado Capital Management
Colorado
$4.69M +$4.17K +92 +0.1%
MHB
57
Midwest Heritage Bank
Iowa
$4.58M +$331K +7,310 +8%
AIM
58
Aspen Investment Management
Michigan
$4.46M -$99.3K -2,193 -2%
SPIA
59
Steward Partners Investment Advisory
New York
$4.43M -$63.1K -1,393 -1%
KA
60
Kovack Advisors
Florida
$4.31M -$186K -4,105 -4%
IAN
61
Integrated Advisors Network
Texas
$4.23M +$61.7K +1,362 +1%
CAG
62
Csenge Advisory Group
Florida
$4M -$16.6M -365,433 -81%
PFS
63
Prospera Financial Services
Texas
$3.93M -$609K -13,434 -13%
ACM
64
Anfield Capital Management
California
$3.67M +$594K +13,119 +19%
GWM
65
Geneos Wealth Management
Colorado
$3.65M -$91.1K -2,012 -2%
JWCA
66
J.W. Cole Advisors
Florida
$3.6M -$45.4K -1,003 -1%
SAG
67
SageView Advisory Group
California
$3.51M -$125K -2,770 -3%
PP
68
Prudential plc
United Kingdom
$3.43M -$865K -19,100 -20%
IF
69
Integrity Financial
Wyoming
$3.25M +$820K +18,111 +34%
CCA
70
Cottonwood Capital Advisors
Utah
$3.23M +$118K +2,603 +4%
FEG
71
Financial Enhancement Group
Indiana
$3.23M -$797K -17,542 -20%
MML Investors Services
72
MML Investors Services
Massachusetts
$3.2M +$743K +16,396 +30%
RIG
73
RiverFront Investment Group
Virginia
$3.08M -$128K -2,815 -4%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$3.08M +$1.8M +39,730 +140%
TPA
75
Trivium Point Advisory
Connecticut
$3.07M -$6.03M -133,160 -66%
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