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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

177 hedge funds and large institutions have $664M invested in First Trust Senior Loan Fund ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
61
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16M
2
GIA
2
Gladstone Institutional Advisory
Florida
$13.4M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$13.4M
4
UBS Group
4
UBS Group
Switzerland
$32.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.13M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
2
Truist Financial
2
Truist Financial
North Carolina
$715K
3
KWM
3
Kingsview Wealth Management
Oregon
$1.69M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$3.37M
5
Wells Fargo
5
Wells Fargo
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFG Advisory
Georgia
$870K +$209K +4,542 +32%
BRWA
77
B. Riley Wealth Advisors
Florida
$867K +$33.4K +725 +4%
PWM
78
PRW Wealth Management
Massachusetts
$842K +$92K +2,000 +12%
SPC
79
Sigma Planning Corp
Michigan
$820K +$17.4K +378 +2%
SIA
80
Strategic Investment Advisors
Michigan
$819K -$108K -2,339 -12%
SCM
81
Smith Capital Management
Arkansas
$794K -$49.9K -1,084 -6%
SWP
82
Stratos Wealth Partners
Ohio
$778K -$290K -6,307 -27%
RG
83
Retirement Group
California
$763K +$185K +4,023 +32%
HFS
84
Horizon Financial Services
North Carolina
$737K +$737K +16,026 New
HH
85
Hilltop Holdings
Texas
$716K +$50.2K +1,090 +8%
Truist Financial
86
Truist Financial
North Carolina
$715K -$12.9M -280,404 -95%
FA
87
Faithward Advisors
Pennsylvania
$715K -$356K -7,737 -33%
DADC
88
D.A. Davidson & Co
Montana
$683K -$90.2K -1,960 -12%
NA
89
NewEdge Advisors
Louisiana
$680K -$269K -5,838 -28%
SG
90
StoneX Group
New York
$675K +$136K +2,946 +25%
DC
91
Davenport & Co
Virginia
$667K -$15K -326 -2%
PFS
92
Prospera Financial Services
Texas
$659K -$1.71M -37,133 -72%
FTUS
93
Flow Traders U.S.
New York
$625K +$625K +13,576 New
PAG
94
Private Advisor Group
New Jersey
$547K -$64.4K -1,400 -11%
CFGS
95
Concourse Financial Group Securities
Alabama
$534K -$53.6K -1,165 -9%
APA
96
American Portfolios Advisors
New York
$527K -$2.64M -57,371 -83%
ECA
97
Elevated Capital Advisors
Utah
$525K -$11.9K -255 -2%
AWA
98
Arete Wealth Advisors
Illinois
$521K +$40K +866 +8%
PPP
99
Private Portfolio Partners
New Jersey
$494K +$277K +6,017 +127%
MA
100
Mutual Advisors
Nebraska
$455K +$3.5K +76 +0.8%
2 3
4
5 6