We are live on ! Find out more
FTSL icon

First Trust Senior Loan Fund ETF

322 hedge funds and large institutions have $2.07B invested in First Trust Senior Loan Fund ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 147 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% less ownership

Funds ownership: 71.24%70.3% (-0.94%)

2% less funds holding

Funds holding: 327322 (-5)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

17% less capital invested

Capital invested by funds: $2.49B → $2.07B (-$423M)

24% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 147

26% less funds holding in top 10

Funds holding in top 10: 3929 (-10)

Holders
322
Holders Change
-5
Holders Change %
-1.53%
% of All Funds
5.55%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.5%
New
33
Increased
112
Reduced
147
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
101
Ignite Planners
California
$2.74M -$585K -12,964 -17%
EE
102
EWG Elevate
California
$2.72M +$89K +1,973 +3%
WS
103
Wedbush Securities
California
$2.66M -$165K -3,657 -6%
IA
104
IFP Advisors
Florida
$2.63M +$146K +3,227 +6%
PCWA
105
Pacific Capital Wealth Advisors
California
$2.56M -$139K -3,071 -5%
IA
106
Insight Advisors
Pennsylvania
$2.54M -$188K -4,165 -7%
MMA
107
Miracle Mile Advisors
California
$2.4M -$985K -21,837 -29%
SI
108
Saxon Interests
Texas
$2.34M -$364K -8,069 -13%
RW
109
RVW Wealth
California
$2.33M +$1.4M +31,051 +142%
SCA
110
Snowden Capital Advisors
New York
$2.21M -$102K -2,262 -4%
SG
111
StoneX Group
New York
$2.16M -$137K -3,044 -6%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$2.14M -$26.8M -594,613 -92%
WIP
113
WealthCare Investment Partners
Rhode Island
$2.12M -$3.07K -68 -0.1%
CFGS
114
Concourse Financial Group Securities
Alabama
$2.07M +$258K +5,726 +14%
MIAN
115
Mariner Independent Advisor Network
Kansas
$2.05M -$53.3K -1,182 -2%
AWA
116
Arkadios Wealth Advisors
Georgia
$2.05M +$99.4K +2,203 +5%
IFG
117
Independent Financial Group
California
$2.04M -$41.8K -926 -2%
AWM
118
AE Wealth Management
Kansas
$2.02M -$10.9M -241,025 -84%
AAS
119
Avantax Advisory Services
Texas
$1.98M +$55.6K +1,233 +3%
APW
120
Aurora Private Wealth
New Jersey
$1.97M +$225K +4,998 +13%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$1.9M -$94K -2,084 -5%
AI
122
Atria Investments
North Carolina
$1.87M -$1.81M -40,169 -49%
SFG
123
StrategIQ Financial Group
Indiana
$1.87M -$111K -2,463 -5%
CIAS
124
Capital Investment Advisory Services
North Carolina
$1.86M -$14.2K -314 -0.7%
Mariner
125
Mariner
Kansas
$1.86M +$92.6K +2,053 +5%

FTSL Hedge Fund Activity: Q3 2022 in Review

322 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2022, worth a combined $2.07B — down 17% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FTSL and 33 opened new positions — a net loss of 4 holders — while 147 trimmed existing stakes and 112 added.

The largest buyer was Jane Street, adding an estimated $21.8M. The largest seller was Wells Fargo, cutting an estimated $53.7M.

  • 322 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2022, down from 327 in Q2 2022.
  • Funds reported $2.07B of First Trust Senior Loan Fund ETF stock for Q3 2022, down 17% quarter-over-quarter.
  • 33 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2022 and 37 closed out, a net change of -4 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q3 2022 was Jane Street, an estimated $21.8M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q3 2022 was Wells Fargo, an estimated $53.7M sold.

Based on aggregated 13F filings for Q3 2022.