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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$184M
2
FTUS
2
Flow Traders U.S.
New York
$12.6M
3
AssetMark Inc
3
AssetMark Inc
California
$11.7M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M
5
AWM
5
AE Wealth Management
Kansas
$12.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$263M
3
VCM
3
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
4
Bank of America
North Carolina
$97.4M
5
UBS Group
5
UBS Group
Switzerland
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
76
SSI Investment Management
California
$4.23M – – –
IAN
77
Integrated Advisors Network
Texas
$4.01M -$1.1M -24,633 -21%
Mariner
78
Mariner
Kansas
$4M +$2.12M +47,598 +113%
LIG
79
Lokken Investment Group
Delaware
$3.85M +$200K +4,476 +5%
AAS
80
Ameritas Advisory Services
Nebraska
$3.8M -$580K -12,999 -13%
SFS
81
Sowell Financial Services
Arkansas
$3.73M +$105K +2,353 +3%
SPC
82
Sigma Planning Corp
Michigan
$3.65M -$1.53M -34,269 -29%
MML Investors Services
83
MML Investors Services
Massachusetts
$3.64M +$696K +15,616 +24%
QCIG
84
Quad-Cities Investment Group
Iowa
$3.59M -$191K -4,274 -5%
JWCA
85
J.W. Cole Advisors
Florida
$3.58M +$528K +11,836 +17%
AAS
86
Asset Allocation Strategies
Michigan
$3.54M +$3.54M +79,379 New
CCA
87
Cottonwood Capital Advisors
Utah
$3.47M -$892 -20 -0%
NFG
88
Nations Financial Group
Iowa
$3.37M -$199K -4,468 -6%
RIG
89
RiverFront Investment Group
Virginia
$3.31M +$3.31M +74,188 New
GWM
90
Geneos Wealth Management
Colorado
$3.26M -$726K -16,284 -18%
OIA
91
OneDigital Investment Advisors
Kansas
$3.26M -$1.66M -37,234 -34%
IWM
92
IHT Wealth Management
Illinois
$3.22M +$1.34M +30,083 +71%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$3.18M -$176K -3,947 -5%
MHB
94
Midwest Heritage Bank
Iowa
$3.18M +$133K +2,993 +4%
WWM
95
Western Wealth Management
Colorado
$3.1M -$1.42M -31,955 -32%
CWM
96
Castle Wealth Management
Florida
$2.98M +$1.41M +31,614 +90%
IA
97
IFP Advisors
Florida
$2.9M +$296K +6,177 +11%
EE
98
EWG Elevate
California
$2.87M +$115K +2,581 +4%
SWP
99
Stratos Wealth Partners
Ohio
$2.76M -$272K -6,111 -9%
KWM
100
Kingsview Wealth Management
Oregon
$2.75M -$570K -12,792 -17%
2 3
4
5 6