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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

177 hedge funds and large institutions have $664M invested in First Trust Senior Loan Fund ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
61
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16M
2
GIA
2
Gladstone Institutional Advisory
Florida
$13.4M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$13.4M
4
UBS Group
4
UBS Group
Switzerland
$32.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.13M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
2
Truist Financial
2
Truist Financial
North Carolina
$715K
3
KWM
3
Kingsview Wealth Management
Oregon
$1.69M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$3.37M
5
Wells Fargo
5
Wells Fargo
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
126
MGO One Seven
Ohio
$257K +$18.7K +406 +8%
RJT
127
Raymond James Trust
Florida
$254K +$26K +564 +11%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$250K -$9.6K -209 -4%
CAN
129
Cetera Advisor Networks
California
$249K -$43.5K -944 -15%
BAS
130
Brown Advisory Securities
Maryland
$243K – – –
KFC
131
Klingenstein Fields & Co
New York
$230K – – –
W
132
WealthOne
New York
$230K +$1.8K +39 +0.8%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$226K -$7.91K -172 -3%
TW
134
Towerpoint Wealth
California
$219K -$13K -283 -6%
MWM
135
Meridian Wealth Management
Kentucky
$218K – – –
RFN
136
RDA Financial Network
Iowa
$214K -$697K -15,138 -76%
MNBTD
137
Moody National Bank Trust Division
Texas
$202K -$12.1K -263 -6%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$188K -$50.2K -1,091 -21%
NFG
139
Next Financial Group
Texas
$164K -$210K -4,582 -56%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$139K -$195K -4,230 -58%
Deutsche Bank
141
Deutsche Bank
Germany
$130K +$72.6K +1,582 +126%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
GSWM
143
Golden State Wealth Management
California
$87K +$87K +1,900 New
ASN
144
Advisory Services Network
Georgia
$85K -$195K -4,244 -70%
ACA
145
Aptus Capital Advisors
Alabama
$71K -$128K -2,801 -64%
GFPC
146
Global Financial Private Client
Florida
$59.1K -$64.4K -1,393 -52%
EP
147
Eudaimonia Partners
Tennessee
$52K – – –
AAP
148
Arax Advisory Partners
Colorado
$51K +$138 +3 +0.3%
US Bancorp
149
US Bancorp
Minnesota
$50K -$65.4K -1,422 -57%
JCM
150
Jacobi Capital Management
Pennsylvania
$50K +$417 +9 +0.8%
4 5
6
7 8