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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

260 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, 156 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% 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
156
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$68.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$69.6M
4
LPL Financial
4
LPL Financial
California
$73.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$88M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$10.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$14.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.34M
4
Jane Street
4
Jane Street
New York
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$2.02M -$8.33K -174 -0.4%
TA
102
TrueWealth Advisors
Alabama
$2M +$690K +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 +$4.59K +96 +0.2%
LA
106
LexAurum Advisors
Kansas
$1.83M +$29.9K +625 +2%
CCFM
107
Clear Creek Financial Management
Washington
$1.78M +$555K +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 +$21.2K +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 +$85.1K +1,779 +6%
P
118
&Partners
Tennessee
$1.56M -$16.1K -336 -1%
PA
119
Pinnacle Associates
New York
$1.49M +$328K +6,855 +28%
SG
120
StoneX Group
New York
$1.48M +$394K +8,241 +36%
OWA
121
Outlook Wealth Advisors
Texas
$1.48M -$35.3K -737 -2%
WWM
122
Wagner Wealth Management
South Carolina
$1.48M +$219K +4,583 +17%
MOS
123
MGO One Seven
Ohio
$1.43M -$604K -12,622 -30%
CA
124
Crumly & Associates
Illinois
$1.39M +$355K +7,418 +34%
CA
125
Cetera Advisors
Colorado
$1.39M +$745K +15,575 +116%
3 4
5
6 7