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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

220 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, 114 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
220
Holders Change
+27
Holders Change %
+13.99%
% of All Funds
3.87%
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
114
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Wells Fargo
2
Wells Fargo
California
$85.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$50.9M
4
Bank of America
4
Bank of America
North Carolina
$76.1M
5
BFG
5
Beacon Financial Group
Texas
$24.4M

Top Sellers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$0
2
AFA
2
American Financial Advisors
Georgia
$5.09M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AO
4
Advisor OS
Illinois
$2.23M
5
GIA
5
Gladstone Institutional Advisory
Florida
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$1.75M 36,519 +20,850 +133%
AI
77
Atria Investments
North Carolina
$1.67M 34,964 +34,964 New
OC
78
Oppenheimer & Co
New York
$1.62M 33,796 +1,933 +6%
RA
79
RFG Advisory
Alabama
$1.62M 33,767 +6,345 +23%
IA
80
Insight Advisors
Pennsylvania
$1.6M 33,376 +25,729 +336%
P
81
&Partners
Tennessee
$1.57M 32,834 – –
SCA
82
Snowden Capital Advisors
New York
$1.55M 32,377 -168 -0.5%
OWA
83
Outlook Wealth Advisors
Texas
$1.55M 32,323 +32,323 New
LA
84
LexAurum Advisors
Kansas
$1.48M 30,817 +675 +2%
UR
85
USCA RIA
Texas
$1.45M 30,225 -20,478 -40%
FHB
86
First Hawaiian Bank
Hawaii
$1.41M 29,500 +29,500 New
Bank of New York Mellon
87
Bank of New York Mellon
New York
$1.41M 29,502 +29,502 New
ECA
88
Elevated Capital Advisors
Utah
$1.38M 28,831 +16,947 +143%
PAG
89
Private Advisory Group
Washington
$1.28M 26,651 +26,651 New
WA
90
WESPAC Advisors
California
$1.25M 26,088 +26,088 New
PWM
91
PRW Wealth Management
Massachusetts
$1.24M 25,800 +7,500 +41%
IRC
92
Investors Research Corp
Georgia
$1.23M 25,760 +7,887 +44%
CM
93
Columbus Macro
Pennsylvania
$1.22M 25,490 +1,634 +7%
Ameriprise
94
Ameriprise
Minnesota
$1.2M 25,032 -2,440 -9%
DFA
95
DHJJ Financial Advisors
Illinois
$1.14M 23,506 +2,987 +15%
CFGS
96
Concourse Financial Group Securities
Alabama
$1.13M 23,515 +10,990 +88%
PAG
97
Private Advisor Group
New Jersey
$1.12M 23,468 +6,660 +40%
AWM
98
Accel Wealth Management
Iowa
$1.11M 23,180 +14,322 +162%
GWM
99
Geneos Wealth Management
Colorado
$1.11M 23,091 -27 -0.1%
WWM
100
Wagner Wealth Management
South Carolina
$1.03M 21,403 -5,542 -21%
2 3
4
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