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First Trust Senior Loan Fund ETF
FTSL

309 hedge funds and large institutions have $2.22B invested in First Trust Senior Loan Fund ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 15

159% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 61

18% more capital invested

Capital invested by funds: $1.88B → $2.22B (+$345M)

18% more funds holding

Funds holding: 261 → 309 (+48)

10% more funds holding in top 10

Funds holding in top 10: 20 → 22 (+2)

1.49% more ownership

Funds ownership: 70.8% → 72.29% (+1.5%)

Holders
309
Holders Change
+48
Holders Change %
+18.39%
% of All Funds
4.76%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.34%
New
66
Increased
158
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$46.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.9M
3
UCFA
United Capital Financial Advisors
Texas
+$31.8M
4
LPL Financial
LPL Financial
California
+$19M
5
Wells Fargo
Wells Fargo
California
+$17.3M

Top Sellers

Rank Fund Capital Flow
1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$68.4M
2
Barclays
Barclays
United Kingdom
-$10.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.48M
4
HI
Harbour Investments
Wisconsin
-$8.84M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHB
101
Midwest Heritage Bank
Iowa
$3.02M +$3.02M +63,126 New
KWM
102
Kingsview Wealth Management
Oregon
$3.02M +$44.3K +926 +1%
MWM
103
McNaughton Wealth Management
California
$3M +$181K +3,780 +6%
DC
104
Davenport & Co
Virginia
$2.7M -$36.3K -759 -1%
TA
105
TrueWealth Advisors
Alabama
$2.62M +$619K +12,934 +31%
PCWA
106
Pacific Capital Wealth Advisors
California
$2.58M -$34.5K -721 -1%
LSPW
107
Lake Street Private Wealth
Illinois
$2.56M -$67K -1,399 -3%
EE
108
EWG Elevate
California
$2.55M +$2.55M +53,287 New
KCFA
109
Key Client Fiduciary Advisors
New Jersey
$2.5M +$2.5M +52,259 New
OC
110
Oppenheimer & Co
New York
$2.47M +$519K +10,841 +27%
BRWA
111
B. Riley Wealth Advisors
Florida
$2.42M +$166K +3,470 +7%
AAS
112
Avantax Advisory Services
Texas
$2.42M +$358K +7,478 +17%
AFA
113
American Financial Advisors
Georgia
$2.25M -$557K -11,643 -20%
FAIM
114
Financial Advocates Investment Management
Washington
$2.23M +$470K +9,820 +27%
SCA
115
Snowden Capital Advisors
New York
$2.19M +$65.7K +1,373 +3%
AI
116
Atria Investments
North Carolina
$2.18M +$267K +5,574 +14%
CA
117
Cetera Advisors
Colorado
$2.02M +$633K +13,222 +46%
CCA
118
Cottonwood Capital Advisors
Utah
$2.02M +$2.01M +42,085 New
LWM
119
Laidlaw Wealth Management
New York
$1.98M +$243K +5,080 +14%
IA
120
IFG Advisory
Georgia
$1.97M +$819K +17,118 +71%
CCFM
121
Clear Creek Financial Management
Washington
$1.96M +$177K +3,698 +10%
IFG
122
Independent Financial Group
California
$1.91M +$1.41M +29,519 +286%
Mariner
123
Mariner
Kansas
$1.89M +$1.89M +39,420 New
EWM
124
Echo Wealth Management
Minnesota
$1.88M +$976K +20,389 +109%
CIAS
125
Capital Investment Advisory Services
North Carolina
$1.86M -$164K -3,419 -8%
3 4
5
6 7

FTSL Hedge Fund Activity: Q4 2021 in Review

309 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2021, worth a combined $2.22B — up 18% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FTSL positions and 15 closed out — a net gain of 51 holders — while 158 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.7M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $68.4M.

  • 309 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2021, up from 261 in Q3 2021.
  • Funds reported $2.22B of First Trust Senior Loan Fund ETF stock for Q4 2021, up 18% quarter-over-quarter.
  • 66 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2021 and 15 closed out, a net change of +51 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2021 was Morgan Stanley, an estimated $46.7M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2021 was State of Tennessee, Department of Treasury, an estimated $68.4M sold.

Based on aggregated 13F filings for Q4 2021.