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First Trust Senior Loan Fund ETF
FTSL

222 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

147% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 47

50% more capital invested

Capital invested by funds: $779M → $1.16B (+$386M)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

14% more funds holding

Funds holding: 195 → 222 (+27)

8.47% more ownership

Funds ownership: 58.71% → 67.18% (+8.5%)

Holders
222
Holders Change
+27
Holders Change %
+13.85%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
42
Increased
116
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$53.6M
2
Wells Fargo
Wells Fargo
California
+$45.8M
3
BFG
Beacon Financial Group
Texas
+$39.1M
4
First Trust Advisors
First Trust Advisors
Illinois
+$32.2M
5
Bank of America
Bank of America
North Carolina
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$14.6M
2
AFA
American Financial Advisors
Georgia
-$12.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.5M
4
AO
Advisor OS
Illinois
-$10.5M
5
GIA
Gladstone Institutional Advisory
Florida
-$5.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$1.75M +$1M +20,850 +133%
AI
77
Atria Investments
North Carolina
$1.67M +$1.68M +34,964 New
OC
78
Oppenheimer & Co
New York
$1.62M +$92.8K +1,933 +6%
RA
79
RFG Advisory
Alabama
$1.62M +$305K +6,345 +23%
IA
80
Insight Advisors
Pennsylvania
$1.6M +$1.24M +25,729 +336%
P
81
&Partners
Tennessee
$1.57M – – –
SCA
82
Snowden Capital Advisors
New York
$1.55M -$8.06K -168 -0.5%
OWA
83
Outlook Wealth Advisors
Texas
$1.55M +$1.55M +32,323 New
LA
84
LexAurum Advisors
Kansas
$1.48M +$32.4K +675 +2%
UR
85
USCA RIA
Texas
$1.45M -$983K -20,478 -40%
FHB
86
First Hawaiian Bank
Hawaii
$1.41M +$1.42M +29,500 New
Bank of New York Mellon
87
Bank of New York Mellon
New York
$1.41M +$1.42M +29,502 New
ECA
88
Elevated Capital Advisors
Utah
$1.38M +$813K +16,947 +143%
PAG
89
Private Advisory Group
Washington
$1.28M +$1.28M +26,651 New
WA
90
WESPAC Advisors
California
$1.25M +$1.25M +26,088 New
PWM
91
PRW Wealth Management
Massachusetts
$1.24M +$360K +7,500 +41%
IRC
92
Investors Research Corp
Georgia
$1.23M +$379K +7,887 +44%
CM
93
Columbus Macro
Pennsylvania
$1.22M +$78.4K +1,634 +7%
Ameriprise
94
Ameriprise
Minnesota
$1.2M -$117K -2,440 -9%
DFA
95
DHJJ Financial Advisors
Illinois
$1.14M +$143K +2,987 +15%
CFGS
96
Concourse Financial Group Securities
Alabama
$1.13M +$528K +10,990 +88%
PAG
97
Private Advisor Group
New Jersey
$1.12M +$320K +6,660 +40%
AWM
98
Accel Wealth Management
Iowa
$1.11M +$687K +14,322 +162%
GWM
99
Geneos Wealth Management
Colorado
$1.1M -$1.3K -27 -0.1%
WWMSC
100
Wagner Wealth Management (South Carolina)
South Carolina
$1.02M -$266K -5,542 -21%
2 3
4
5 6

FTSL Hedge Fund Activity: Q1 2021 in Review

222 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2021, worth a combined $1.16B — up 50% from $779M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTSL positions and 12 closed out — a net gain of 30 holders — while 116 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.6M. The largest seller was Ensign Peak Advisors, exiting entirely with an estimated $14.6M sold.

  • 222 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $1.16B of First Trust Senior Loan Fund ETF stock for Q1 2021, up 50% quarter-over-quarter.
  • 42 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2021 and 12 closed out, a net change of +30 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2021 was Morgan Stanley, an estimated $53.6M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2021 was Ensign Peak Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2021.