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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$42M
2
OPAM
2
Ocean Park Asset Management
California
$11.4M
3
SAM
3
Synergy Asset Management
Washington
$9.94M
4
OCM
4
One Capital Management
California
$44.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$742K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$116M
3
TWM
3
Tanager Wealth Management
United Kingdom
$590K
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$95.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
76
Financial Enhancement Group
Indiana
$3.04M -$215K -4,684 -7%
NFG
77
Nations Financial Group
Iowa
$3.03M -$13.5K -296 -0.4%
TPA
78
Trivium Point Advisory
Connecticut
$2.99M -$90K -1,980 -3%
AWM
79
Adams Wealth Management
Utah
$2.98M +$356K +7,786 +14%
KWM
80
Kingsview Wealth Management
Oregon
$2.97M +$256K +5,594 +9%
OIA
81
OneDigital Investment Advisors
Kansas
$2.91M -$75.3K -1,646 -3%
PFS
82
Prospera Financial Services
Texas
$2.85M -$1.12M -24,388 -28%
Mariner
83
Mariner
Kansas
$2.84M +$1.45M +31,743 +104%
USCWA
84
U.S. Capital Wealth Advisors
Texas
$2.84M -$228K -4,984 -7%
GIA
85
Gladstone Institutional Advisory
Florida
$2.74M -$146K -3,197 -5%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$2.7M +$81.4K +1,780 +3%
FIA
87
Foundations Investment Advisors
Arizona
$2.69M +$137K +2,999 +5%
KA
88
Kovack Advisors
Florida
$2.61M -$1.74M -38,041 -40%
MWM
89
McNaughton Wealth Management
California
$2.57M +$1.43M +31,155 +125%
MMA
90
Miracle Mile Advisors
California
$2.57M -$232K -5,072 -8%
FHC
91
First Heartland Consultants
Missouri
$2.56M +$15.6K +342 +0.6%
OIM
92
Oder Investment Management
California
$2.53M +$2.53M +55,375 New
CCFM
93
Clear Creek Financial Management
Washington
$2.51M -$34.6K -756 -1%
APW
94
Aurora Private Wealth
New Jersey
$2.43M +$340K +7,442 +16%
BRWA
95
B. Riley Wealth Advisors
Florida
$2.42M -$41.8K -914 -2%
BCP
96
Blackhawk Capital Partners
Wisconsin
$2.42M +$22.4K +490 +0.9%
AWM
97
AE Wealth Management
Kansas
$2.38M +$1.52M +33,272 +177%
AWM
98
Apollon Wealth Management
South Carolina
$2.3M +$151K +3,302 +7%
DFA
99
DHK Financial Advisors
New Hampshire
$2.29M +$781K +17,079 +52%
WWM
100
Western Wealth Management
Colorado
$2.27M +$82.7K +1,807 +4%
2 3
4
5 6