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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

220 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
220
Holders Change
+27
Holders Change %
+13.99%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
42
Increased
114
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Wells Fargo
2
Wells Fargo
California
$85.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$50.9M
4
Bank of America
4
Bank of America
North Carolina
$76.1M
5
BFG
5
Beacon Financial Group
Texas
$24.4M

Top Sellers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$0
2
AFA
2
American Financial Advisors
Georgia
$5.09M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AO
4
Advisor OS
Illinois
$2.23M
5
GIA
5
Gladstone Institutional Advisory
Florida
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$1M 20,934 +1,057 +5%
RW
102
RVW Wealth
California
$1M 27,167 +539 +2%
HIS
103
Harvest Investment Services
Illinois
$927K 19,370 -703 -4%
WI
104
Wintrust Investments
Illinois
$925K 19,305 -5,661 -23%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$920K 19,206 +414 +2%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$896K 18,700 +18,700 New
HAS
107
HBW Advisory Services
California
$886K 18,511 +18,511 New
EWM
108
Echo Wealth Management
Minnesota
$875K 18,278 +18,278 New
PPP
109
Private Portfolio Partners
New Jersey
$835K 17,433 +3,765 +28%
ASN
110
Advisory Services Network
Georgia
$831K 17,363 +16,393 +1,690%
IA
111
IFG Advisory
Georgia
$828K 17,295 +805 +5%
AssetMark Inc
112
AssetMark Inc
California
$821K 17,136 +16,796 +4,940%
CF
113
Centaurus Financial
California
$820K 17,126 -151 -0.9%
MCM
114
MAI Capital Management
Ohio
$807K 16,853 -400 -2%
DADC
115
D.A. Davidson & Co
Montana
$791K 16,508 +1,525 +10%
NA
116
NewEdge Advisors
Louisiana
$791K 16,519 +3,891 +31%
HFS
117
Horizon Financial Services
North Carolina
$788K 16,452 -77 -0.5%
PFA
118
Plotkin Financial Advisors
Maryland
$788K 16,448 +10,171 +162%
TWM
119
Triton Wealth Management
Arizona
$777K 16,210 -2,353 -13%
BCP
120
Blackhawk Capital Partners
Wisconsin
$766K 16,091 +16,091 New
PAG
121
Pinnacle Advisory Group
Maryland
$758K 15,819 +7,472 +90%
MOS
122
MGO One Seven
Ohio
$749K 15,660 +9,911 +172%
SWM
123
Spire Wealth Management
Virginia
$691K 14,417 +14,417 New
DC
124
Davenport & Co
Virginia
$687K 14,338 +192 +1%
IAIM
125
International Assets Investment Management
Florida
$686K 14,370 +7,119 +98%
3 4
5
6 7