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First Trust Senior Loan Fund ETF
FTSL

311 hedge funds and large institutions have $1.7B invested in First Trust Senior Loan Fund ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% less ownership

Funds ownership: 70.49% → 70.04% (-0.45%)

7% less funds holding

Funds holding: 333 → 311 (-22)

15% less funds holding in top 10

Funds holding in top 10: 27 → 23 (-4)

24% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 147

35% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 46

57% less capital invested

Capital invested by funds: $3.95B → $1.7B (-$2.24B)

Holders
311
Holders Change
-22
Holders Change %
-6.61%
% of All Funds
4.96%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
30
Increased
111
Reduced
147
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
+$14.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$8.13M
3
Jane Street
Jane Street
New York
+$7.05M
4
CWP
Cyndeo Wealth Partners
Florida
+$6.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$47.8M
2
Wells Fargo
Wells Fargo
California
-$24.6M
3
EWP
Engrave Wealth Partners
Texas
-$21M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$13.4M
5
FTUS
Flow Traders U.S.
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
76
Quad-Cities Investment Group
Iowa
$3.31M -$336K -7,399 -9%
NFG
77
Nations Financial Group
Iowa
$3.25M -$166K -3,652 -5%
RIG
78
RiverFront Investment Group
Virginia
$3.21M -$150K -3,298 -4%
OIA
79
OneDigital Investment Advisors
Kansas
$3.12M -$194K -4,280 -6%
CCA
80
Cottonwood Capital Advisors
Utah
$3.11M -$417K -9,184 -12%
ACM
81
Anfield Capital Management
California
$3.07M +$542K +11,943 +21%
OC
82
Oppenheimer & Co
New York
$2.92M +$241K +5,303 +9%
NA
83
NewEdge Advisors
Louisiana
$2.79M +$722K +15,895 +35%
JIP
84
Jaffetilchin Investment Partners
Florida
$2.76M -$6.89M -151,734 -71%
WS
85
Wedbush Securities
California
$2.73M -$40K -880 -1%
FCA
86
FinTrust Capital Advisors
South Carolina
$2.71M – – –
CA
87
Cetera Advisors
Colorado
$2.66M -$64.4K -1,419 -2%
KWM
88
Kingsview Wealth Management
Oregon
$2.66M -$139K -3,052 -5%
SI
89
Saxon Interests
Texas
$2.61M +$84.8K +1,868 +3%
AAS
90
Avantax Advisory Services
Texas
$2.59M +$383K +8,436 +17%
CCFM
91
Clear Creek Financial Management
Washington
$2.57M +$889K +19,579 +53%
BRWA
92
B. Riley Wealth Advisors
Florida
$2.47M -$125K -2,754 -5%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$2.47M +$132K +2,917 +6%
MML Investors Services
94
MML Investors Services
Massachusetts
$2.45M -$1.24M -27,419 -34%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$2.43M -$804K -17,720 -25%
IF
96
Integrity Financial
Wyoming
$2.42M +$1.25M +27,557 +106%
SWP
97
Stratos Wealth Partners
Ohio
$2.3M -$500K -11,019 -18%
IFG
98
Independent Financial Group
California
$2.29M +$202K +4,441 +10%
AWM
99
Adams Wealth Management
Utah
$2.28M +$1.83M +40,418 +404%
AWA
100
Arete Wealth Advisors
Illinois
$2.27M +$206K +4,531 +10%
2 3
4
5 6

FTSL Hedge Fund Activity: Q1 2023 in Review

311 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2023, worth a combined $1.7B — down 57% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of FTSL and 30 opened new positions — a net loss of 16 holders — while 147 trimmed existing stakes and 111 added.

The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $47.8M.

  • 311 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2023, down from 333 in Q4 2022.
  • Funds reported $1.7B of First Trust Senior Loan Fund ETF stock for Q1 2023, down 57% quarter-over-quarter.
  • 30 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2023 and 46 closed out, a net change of -16 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2023 was Wagner Wealth Management (South Carolina), an estimated $14.4M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2023 was Morgan Stanley, an estimated $47.8M sold.

Based on aggregated 13F filings for Q1 2023.