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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

298 hedge funds and large institutions have $1.53B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.25%
New
18
Increased
107
Reduced
141
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$46.3M
2
OCM
2
One Capital Management
California
$35.2M
3
WWM
3
Wagner Wealth Management
South Carolina
$40.6M
4
AAMC
4
Asset Allocation & Management Company
Illinois
$6.45M
5
NA
5
NewEdge Advisors
Louisiana
$7.46M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$135M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$64.4M
4
VCM
4
Virtue Capital Management
Tennessee
$16.1M
5
BFG
5
Beacon Financial Group
Texas
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Apollon Wealth Management
South Carolina
$2.12M +$709K +15,650 +50%
APW
102
Aurora Private Wealth
New Jersey
$2.07M -$183K -4,032 -8%
MMHP
103
Murphy Middleton Hinkle & Parker
Georgia
$2.07M +$10.6K +234 +0.5%
CWM
104
Capital Wealth Management
Rhode Island
$2.06M +$7.75K +171 +0.4%
IFS
105
Ifrah Financial Services
Arkansas
$1.97M +$46.8K +1,033 +2%
PPP
106
Private Portfolio Partners
New Jersey
$1.95M +$45.3K +1,000 +2%
AAS
107
Avantax Advisory Services
Texas
$1.94M -$655K -14,459 -25%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$1.94M -$493K -10,887 -20%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$1.9M -$78.8K -1,739 -4%
CFGS
110
Concourse Financial Group Securities
Alabama
$1.88M -$358K -7,912 -16%
OC
111
Oppenheimer & Co
New York
$1.85M -$1.07M -23,716 -37%
RIA
112
Realta Investment Advisors
Delaware
$1.84M +$267K +5,897 +17%
PAS
113
Park Avenue Securities
New York
$1.78M -$148K -3,275 -8%
TA
114
TrueWealth Advisors
Alabama
$1.72M -$2.45M -54,116 -59%
MA
115
Mutual Advisors
Nebraska
$1.63M +$17.4K +385 +1%
PWA
116
PCG Wealth Advisors
Kansas
$1.62M +$113K +2,486 +7%
EE
117
EWG Elevate
California
$1.61M +$125K +2,767 +8%
SFG
118
StrategIQ Financial Group
Indiana
$1.61M -$267K -5,888 -14%
IRC
119
Investors Research Corp
Georgia
$1.59M -$10.2K -225 -0.6%
DFA
120
DHK Financial Advisors
New Hampshire
$1.5M +$28.1K +621 +2%
LNC
121
Lincoln National Corp
Pennsylvania
$1.48M +$827K +18,266 +127%
KPWS
122
Kestra Private Wealth Services
Texas
$1.48M -$432K -9,536 -23%
MWM
123
Mattern Wealth Management
Kansas
$1.46M -$280K -6,184 -16%
LCWP
124
Legacy Capital Wealth Partners
Arkansas
$1.44M -$72.8K -1,606 -5%
DC
125
Davenport & Co
Virginia
$1.42M +$649K +14,328 +84%
3 4
5
6 7