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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

193 hedge funds and large institutions have $778M invested in First Trust Senior Loan Fund ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
35
Increased
81
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.7M
3
AO
3
Advisor OS
Illinois
$14.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$8.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.5M
2
BFA
2
Brendel Financial Advisors
New Hampshire
$0
3
Wells Fargo
3
Wells Fargo
California
$39.9M
4
GIA
4
Gladstone Institutional Advisory
Florida
$10.7M
5
CF
5
Centaurus Financial
California
$822K
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
76
Columbus Macro
Pennsylvania
$1.14M -$19.7K -415 -2%
GWM
77
Geneos Wealth Management
Colorado
$1.11M -$97.9K -2,045 -8%
CCFM
78
Clear Creek Financial Management
Washington
$1M +$1M +21,051 New
RW
79
RVW Wealth
California
$1M +$2.59K +69 +0.3%
DFA
80
DHJJ Financial Advisors
Illinois
$976K +$976K +20,519 New
HIS
81
Harvest Investment Services
Illinois
$955K -$66.9K -1,407 -7%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$945K +$30.9K +649 +3%
MML Investors Services
83
MML Investors Services
Massachusetts
$941K -$125K -2,624 -12%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$894K -$26.6K -560 -3%
SPC
85
Sigma Planning Corp
Michigan
$893K +$44.8K +942 +5%
TWM
86
Triton Wealth Management
Arizona
$885K -$44.1K -926 -5%
PWM
87
PRW Wealth Management
Massachusetts
$871K – – –
IRC
88
Investors Research Corp
Georgia
$851K +$544K +11,421 +177%
CF
89
Centaurus Financial
California
$822K -$2.76M -57,990 -77%
MCM
90
MAI Capital Management
Ohio
$821K +$821K +17,253 New
PAG
91
Private Advisor Group
New Jersey
$800K +$234K +4,917 +41%
HFS
92
Horizon Financial Services
North Carolina
$787K +$23.9K +503 +3%
IA
93
IFG Advisory
Georgia
$784K -$116K -2,431 -13%
BRWA
94
B. Riley Wealth Advisors
Florida
$746K -$151K -3,177 -17%
SG
95
StoneX Group
New York
$735K +$37.7K +792 +5%
HH
96
Hilltop Holdings
Texas
$723K -$17.1K -360 -2%
DADC
97
D.A. Davidson & Co
Montana
$713K +$6.76K +142 +1%
CWA
98
Centennial Wealth Advisory
Michigan
$694K +$694K +14,588 New
DC
99
Davenport & Co
Virginia
$673K -$16.7K -352 -2%
PPP
100
Private Portfolio Partners
New Jersey
$650K +$139K +2,925 +27%
2 3
4
5 6