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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

307 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 65 funds opening new positions, 157 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
307
Holders Change
+47
Holders Change %
+18.08%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.34%
New
65
Increased
157
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
UCFA
3
United Capital Financial Advisors
Texas
$31.8M
4
LPL Financial
4
LPL Financial
California
$93.1M
5
Wells Fargo
5
Wells Fargo
California
$119M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$345K
2
Barclays
2
Barclays
United Kingdom
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.72M
4
HI
4
Harbour Investments
Wisconsin
$4.05M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
MHB
101
Midwest Heritage Bank
Iowa
$3.03M 63,126 +63,126 New
KWM
102
Kingsview Wealth Management
Oregon
$3.02M 63,068 +926 +1%
MWM
103
McNaughton Wealth Management
California
$3M 62,581 +3,780 +6%
DC
104
Davenport & Co
Virginia
$2.7M 56,261 -759 -1%
TA
105
TrueWealth Advisors
Alabama
$2.62M 54,752 +12,934 +31%
PCWA
106
Pacific Capital Wealth Advisors
California
$2.58M 53,858 -721 -1%
LSPW
107
Lake Street Private Wealth
Illinois
$2.56M 53,463 -1,399 -3%
EE
108
EWG Elevate
California
$2.55M 53,287 +53,287 New
KCFA
109
Key Client Fiduciary Advisors
New Jersey
$2.5M 52,259 +52,259 New
OC
110
Oppenheimer & Co
New York
$2.47M 51,599 +10,841 +27%
BRWA
111
B. Riley Wealth Advisors
Florida
$2.42M 50,494 +3,470 +7%
AAS
112
Avantax Advisory Services
Texas
$2.42M 50,457 +7,478 +17%
AFA
113
American Financial Advisors
Georgia
$2.25M 47,023 -11,643 -20%
FAIM
114
Financial Advocates Investment Management
Washington
$2.23M 46,469 +9,820 +27%
SCA
115
Snowden Capital Advisors
New York
$2.19M 45,765 +1,373 +3%
AI
116
Atria Investments
North Carolina
$2.18M 45,419 +5,574 +14%
CA
117
Cetera Advisors
Colorado
$2.03M 42,252 +13,222 +46%
CCA
118
Cottonwood Capital Advisors
Utah
$2.02M 42,085 +42,085 New
LWM
119
Laidlaw Wealth Management
New York
$1.98M 41,389 +5,080 +14%
IA
120
IFG Advisory
Georgia
$1.97M 41,107 +17,118 +71%
CCFM
121
Clear Creek Financial Management
Washington
$1.96M 40,943 +3,698 +10%
Mariner
122
Mariner
Kansas
$1.89M 39,420 +39,420 New
EWM
123
Echo Wealth Management
Minnesota
$1.88M 39,094 +20,389 +109%
CIAS
124
Capital Investment Advisory Services
North Carolina
$1.86M 38,822 -3,419 -8%
MMHP
125
Murphy Middleton Hinkle & Parker
Georgia
$1.85M 38,688 +90 +0.2%
3 4
5
6 7