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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

298 hedge funds and large institutions have $1.53B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.25%
New
18
Increased
107
Reduced
141
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$46.3M
2
OCM
2
One Capital Management
California
$35.2M
3
WWM
3
Wagner Wealth Management
South Carolina
$40.6M
4
AAMC
4
Asset Allocation & Management Company
Illinois
$6.45M
5
NA
5
NewEdge Advisors
Louisiana
$7.46M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$135M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$64.4M
4
VCM
4
Virtue Capital Management
Tennessee
$16.1M
5
BFG
5
Beacon Financial Group
Texas
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
76
U.S. Capital Wealth Advisors
Texas
$3.04M -$381K -8,400 -11%
NFG
77
Nations Financial Group
Iowa
$3.01M -$243K -5,358 -7%
IGWM
78
ICA Group Wealth Management
Colorado
$3.01M -$1.46M -32,326 -33%
SSA
79
Schonfeld Strategic Advisors
New York
$3.01M -$406K -8,967 -12%
OIA
80
OneDigital Investment Advisors
Kansas
$2.95M -$167K -3,696 -5%
GIA
81
Gladstone Institutional Advisory
Florida
$2.86M -$1.75M -38,649 -38%
WS
82
Wedbush Securities
California
$2.82M +$82.5K +1,821 +3%
MMA
83
Miracle Mile Advisors
California
$2.77M -$2.45M -54,016 -47%
FCA
84
FinTrust Capital Advisors
South Carolina
$2.71M – – –
QCIG
85
Quad-Cities Investment Group
Iowa
$2.71M -$598K -13,211 -18%
KWM
86
Kingsview Wealth Management
Oregon
$2.69M +$31.8K +702 +1%
CA
87
Cetera Advisors
Colorado
$2.65M -$13.8K -305 -0.5%
SI
88
Saxon Interests
Texas
$2.64M +$21.2K +468 +0.8%
AWM
89
Adams Wealth Management
Utah
$2.6M +$318K +7,028 +14%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$2.59M +$114K +2,523 +5%
FIA
91
Foundations Investment Advisors
Arizona
$2.53M +$664K +14,648 +36%
CCFM
92
Clear Creek Financial Management
Washington
$2.52M -$53.1K -1,172 -2%
FHC
93
First Heartland Consultants
Missouri
$2.52M +$308K +6,798 +14%
Ameriprise
94
Ameriprise
Minnesota
$2.49M +$2.49M +55,000 New
BRWA
95
B. Riley Wealth Advisors
Florida
$2.44M -$35.9K -793 -1%
BCP
96
Blackhawk Capital Partners
Wisconsin
$2.37M +$1.65M +36,400 +228%
OMC
97
Old Mission Capital
Illinois
$2.36M +$1.71M +37,731 +262%
SCA
98
Snowden Capital Advisors
New York
$2.28M +$132K +2,908 +6%
AWA
99
Arete Wealth Advisors
Illinois
$2.19M -$80K -1,766 -4%
WWM
100
Western Wealth Management
Colorado
$2.17M +$127K +2,809 +6%
2 3
4
5 6