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First Trust Senior Loan Fund ETF

261 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 52

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

15% more capital invested

Capital invested by funds: $1.63B → $1.88B (+$245M)

7% more funds holding

Funds holding: 244261 (+17)

1.14% less ownership

Funds ownership: 71.94%70.8% (-1.1%)

Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
157
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$2.02M -$8.34K -174 -0.4%
TA
102
TrueWealth Advisors
Alabama
$2M +$691K +14,416 +53%
OC
103
Oppenheimer & Co
New York
$1.95M +$25.4K +530 +1%
AI
104
Atria Investments
North Carolina
$1.91M +$138K +2,875 +8%
MMHP
105
Murphy Middleton Hinkle & Parker
Georgia
$1.85M +$4.6K +96 +0.2%
LA
106
LexAurum Advisors
Kansas
$1.83M +$29.9K +625 +2%
CCFM
107
Clear Creek Financial Management
Washington
$1.78M +$556K +11,598 +45%
FAIM
108
Financial Advocates Investment Management
Washington
$1.75M +$302K +6,307 +21%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$1.75M +$21.3K +444 +1%
IRC
110
Investors Research Corp
Georgia
$1.75M +$140K +2,930 +9%
LWM
111
Laidlaw Wealth Management
New York
$1.74M +$1.74M +36,309 New
WA
112
WESPAC Advisors
California
$1.72M +$1.06M +22,078 +160%
DFA
113
DHJJ Financial Advisors
Illinois
$1.65M +$381K +7,952 +30%
PPP
114
Private Portfolio Partners
New Jersey
$1.61M +$428K +8,934 +36%
IA
115
IFP Advisors
Florida
$1.6M +$1.32M +27,613 +474%
RWA
116
Redhawk Wealth Advisors
Minnesota
$1.58M +$1.58M +32,977 New
PFA
117
Plotkin Financial Advisors
Maryland
$1.56M +$85.2K +1,779 +6%
P
118
&Partners
Tennessee
$1.55M -$16.1K -336 -1%
PA
119
Pinnacle Associates
New York
$1.49M +$328K +6,855 +28%
SG
120
StoneX Group
New York
$1.48M +$395K +8,241 +36%
OWA
121
Outlook Wealth Advisors
Texas
$1.48M -$35.3K -737 -2%
WWMSC
122
Wagner Wealth Management (South Carolina)
South Carolina
$1.48M +$220K +4,583 +17%
MOS
123
MGO One Seven
Ohio
$1.43M -$605K -12,622 -30%
CA
124
Crumly & Associates
Illinois
$1.39M +$355K +7,418 +34%
CA
125
Cetera Advisors
Colorado
$1.39M +$746K +15,575 +116%

FTSL Hedge Fund Activity: Q3 2021 in Review

261 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2021, worth a combined $1.88B — up 15% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FTSL positions and 10 closed out — a net gain of 20 holders — while 157 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.3M. The largest seller was Barclays, cutting an estimated $6.4M.

  • 261 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2021, up from 244 in Q2 2021.
  • Funds reported $1.88B of First Trust Senior Loan Fund ETF stock for Q3 2021, up 15% quarter-over-quarter.
  • 30 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2021 and 10 closed out, a net change of +20 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q3 2021 was Morgan Stanley, an estimated $35.3M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q3 2021 was Barclays, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2021.