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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$42M
2
OPAM
2
Ocean Park Asset Management
California
$11.4M
3
SAM
3
Synergy Asset Management
Washington
$9.94M
4
OCM
4
One Capital Management
California
$44.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$742K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$116M
3
TWM
3
Tanager Wealth Management
United Kingdom
$590K
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$95.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$4.89M +$2.21M +48,364 +83%
GWM
52
Geneos Wealth Management
Colorado
$4.82M +$1.13M +24,794 +31%
MHB
53
Midwest Heritage Bank
Iowa
$4.57M -$52.7K -1,153 -1%
SPIA
54
Steward Partners Investment Advisory
New York
$4.56M +$91.1K +1,992 +2%
PAG
55
Private Advisor Group
New Jersey
$4.55M -$354K -7,731 -7%
CCM
56
Colorado Capital Management
Colorado
$4.37M -$366K -8,006 -8%
IAN
57
Integrated Advisors Network
Texas
$4.37M +$102K +2,236 +2%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$4.37M +$4.37M +95,522 New
AIM
59
Aspen Investment Management
Michigan
$4.37M -$138K -3,007 -3%
BFG
60
Beacon Financial Group
Texas
$4.1M -$1.48M -74,405 -26%
FF
61
Friedenthal Financial
New Jersey
$4.04M +$4.04M +88,252 New
UCFA
62
United Capital Financial Advisors
Texas
$3.83M -$1.16M -25,314 -23%
JWCA
63
J.W. Cole Advisors
Florida
$3.81M +$175K +3,818 +5%
ACM
64
Anfield Capital Management
California
$3.76M +$57.3K +1,253 +2%
MML Investors Services
65
MML Investors Services
Massachusetts
$3.71M +$478K +10,460 +15%
CCA
66
Cottonwood Capital Advisors
Utah
$3.65M +$392K +8,579 +12%
AFA
67
American Financial Advisors
Georgia
$3.64M -$1.79M -39,060 -33%
CAG
68
Csenge Advisory Group
Florida
$3.58M -$452K -9,881 -11%
SAG
69
SageView Advisory Group
California
$3.54M -$5.31K -116 -0.1%
Ameriprise
70
Ameriprise
Minnesota
$3.52M +$1.01M +22,047 +40%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$3.35M +$241K +5,260 +8%
IF
72
Integrity Financial
Wyoming
$3.32M +$42.8K +935 +1%
MA
73
Mutual Advisors
Nebraska
$3.24M +$1.6M +35,016 +98%
PP
74
Prudential plc
United Kingdom
$3.12M -$348K -7,600 -10%
Comerica Bank
75
Comerica Bank
Texas
$3.05M +$3.05M +66,625 New
1 2
3
4 5