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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

177 hedge funds and large institutions have $664M invested in First Trust Senior Loan Fund ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
61
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16M
2
GIA
2
Gladstone Institutional Advisory
Florida
$13.4M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$13.4M
4
UBS Group
4
UBS Group
Switzerland
$32.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.13M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
2
Truist Financial
2
Truist Financial
North Carolina
$715K
3
KWM
3
Kingsview Wealth Management
Oregon
$1.69M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$3.37M
5
Wells Fargo
5
Wells Fargo
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
101
Vista Investment Management
Pennsylvania
$451K +$19.9K +433 +5%
MIFH
102
Migdal Insurance & Financial Holdings
Israel
$450K -$14.7K -320 -3%
PTC
103
Private Trust Company
Ohio
$448K -$176K -3,838 -28%
AAS
104
Avantax Advisory Services
Texas
$431K -$465K -10,124 -52%
CA
105
Cetera Advisors
Colorado
$424K -$51.4K -1,118 -11%
SWM
106
SeaCrest Wealth Management
New York
$419K – – –
KP
107
Keel Point
Alabama
$419K +$24.5K +533 +6%
WCFA
108
Walkner Condon Financial Advisors
Wisconsin
$417K +$417K +9,074 New
PFA
109
Plotkin Financial Advisors
Maryland
$415K -$88K -1,913 -18%
22CM
110
20/20 Capital Management
California
$398K -$35.6K -773 -8%
IA
111
IFP Advisors
Florida
$386K -$17.9K -389 -4%
IAIM
112
International Assets Investment Management
Florida
$377K -$309K -6,726 -45%
CA
113
Cambridge Advisors
Nebraska
$372K +$16.1K +349 +5%
JIP
114
Jaffetilchin Investment Partners
Florida
$371K -$325K -7,067 -47%
LFAS
115
Level Four Advisory Services
Texas
$352K -$4.31M -93,746 -92%
ACM
116
AlphaStar Capital Management
North Carolina
$352K +$352K +7,624 New
CA
117
Calton & Associates
Florida
$346K +$23.4K +509 +7%
PAG
118
Pinnacle Advisory Group
Maryland
$336K +$92 +2 +0%
1W
119
1776 Wealth
Georgia
$321K – – –
AIC
120
Ameritas Investment Company
Nebraska
$305K – – –
IRC
121
Investors Research Corp
Georgia
$297K +$297K +6,452 New
FAIM
122
Financial Advocates Investment Management
Washington
$287K -$53K -1,154 -16%
PIA
123
Pinion Investment Advisors
Kansas
$275K – – –
BFA
124
Beaumont Financial Advisors
Massachusetts
$272K – – –
Goldman Sachs
125
Goldman Sachs
New York
$262K +$262K +5,696 New
3 4
5
6 7