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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$184M
2
FTUS
2
Flow Traders U.S.
New York
$12.6M
3
AssetMark Inc
3
AssetMark Inc
California
$11.7M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M
5
AWM
5
AE Wealth Management
Kansas
$12.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$263M
3
VCM
3
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
4
Bank of America
North Carolina
$97.4M
5
UBS Group
5
UBS Group
Switzerland
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
101
Wedbush Securities
California
$2.73M +$40.9K +917 +2%
FCA
102
FinTrust Capital Advisors
South Carolina
$2.71M -$33.1K -743 -1%
CA
103
Cetera Advisors
Colorado
$2.69M +$892K +20,008 +50%
OC
104
Oppenheimer & Co
New York
$2.64M -$325K -7,295 -11%
FHC
105
First Heartland Consultants
Missouri
$2.64M -$767K -17,206 -23%
BCM
106
Beaumont Capital Management
Massachusetts
$2.61M +$2.61M +58,493 New
BRWA
107
B. Riley Wealth Advisors
Florida
$2.56M -$795K -17,822 -24%
SI
108
Saxon Interests
Texas
$2.54M +$164K +3,600 +7%
ACM
109
Anfield Capital Management
California
$2.51M +$1.66M +37,050 +196%
IA
110
Insight Advisors
Pennsylvania
$2.49M -$91.3K -2,037 -4%
CPG
111
Cornerstone Planning Group
New Jersey
$2.45M +$2.45M +53,581 New
CFGS
112
Concourse Financial Group Securities
Alabama
$2.42M +$329K +7,387 +16%
PCWA
113
Pacific Capital Wealth Advisors
California
$2.4M -$184K -4,125 -7%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$2.31M +$138K +3,099 +6%
WF
115
Williams Financial
Vermont
$2.3M -$679K -15,224 -23%
PA
116
Pinnacle Associates
New York
$2.25M -$1.95M -43,726 -46%
WIP
117
WealthCare Investment Partners
Rhode Island
$2.22M +$77.7K +1,742 +4%
APW
118
Aurora Private Wealth
New Jersey
$2.2M +$206K +4,620 +10%
AAS
119
Avantax Advisory Services
Texas
$2.17M +$168K +3,766 +8%
RW
120
RVW Wealth
California
$2.16M -$197K -4,415 -8%
SCA
121
Snowden Capital Advisors
New York
$2.14M -$99.3K -2,226 -4%
SG
122
StoneX Group
New York
$2M -$185K -4,153 -8%
DFA
123
DHJJ Financial Advisors
Illinois
$1.99M -$2.12M -47,976 -52%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$1.99M +$66.8K +1,498 +3%
PAS
125
Park Avenue Securities
New York
$1.97M +$937K +21,007 +91%
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5
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