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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

260 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
156
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$68.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$69.6M
4
LPL Financial
4
LPL Financial
California
$73.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$88M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$10.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$14.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.34M
4
Jane Street
4
Jane Street
New York
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
76
First Hawaiian Bank
Hawaii
$3.27M +$124K +2,600 +4%
IWA
77
IVC Wealth Advisors
Pennsylvania
$3.25M +$286K +5,981 +10%
PFS
78
Prospera Financial Services
Texas
$3M +$234K +4,885 +8%
KWM
79
Kingsview Wealth Management
Oregon
$2.97M -$1.61M -33,548 -35%
QCIG
80
Quad-Cities Investment Group
Iowa
$2.92M +$463K +9,678 +19%
WAM
81
WealthTrust Asset Management
Florida
$2.87M +$2.06M +43,073 +256%
MWM
82
McNaughton Wealth Management
California
$2.81M +$176K +3,688 +7%
AFA
83
American Financial Advisors
Georgia
$2.81M -$722K -15,092 -20%
SPC
84
Sigma Planning Corp
Michigan
$2.8M +$601K +12,553 +27%
IA
85
Insight Advisors
Pennsylvania
$2.77M +$221K +4,606 +9%
KPWS
86
Kestra Private Wealth Services
Texas
$2.74M +$2.13M +44,421 +346%
DC
87
Davenport & Co
Virginia
$2.73M +$1.79M +37,317 +189%
MML Investors Services
88
MML Investors Services
Massachusetts
$2.71M -$272K -5,682 -9%
AO
89
Advisor OS
Illinois
$2.69M +$187K +3,917 +7%
LSPW
90
Lake Street Private Wealth
Illinois
$2.63M +$133K +2,770 +5%
PCWA
91
Pacific Capital Wealth Advisors
California
$2.61M -$261K -5,462 -9%
CFGS
92
Concourse Financial Group Securities
Alabama
$2.6M +$448K +9,361 +21%
RA
93
RFG Advisory
Alabama
$2.59M +$579K +12,098 +29%
RG
94
Retirement Group
California
$2.5M -$24K -501 -1%
MIAN
95
Mariner Independent Advisor Network
Kansas
$2.43M +$116K +2,417 +5%
IAN
96
Integrated Advisors Network
Texas
$2.41M +$1.86M +38,786 +335%
BRWA
97
B. Riley Wealth Advisors
Florida
$2.25M +$71.1K +1,486 +3%
NA
98
NewEdge Advisors
Louisiana
$2.25M +$103K +2,151 +5%
SCA
99
Snowden Capital Advisors
New York
$2.12M +$43K +899 +2%
AAS
100
Avantax Advisory Services
Texas
$2.06M +$1.68M +35,134 +448%
2 3
4
5 6