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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

193 hedge funds and large institutions have $778M invested in First Trust Senior Loan Fund ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
35
Increased
81
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.7M
3
AO
3
Advisor OS
Illinois
$14.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$8.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.5M
2
BFA
2
Brendel Financial Advisors
New Hampshire
$0
3
Wells Fargo
3
Wells Fargo
California
$39.9M
4
GIA
4
Gladstone Institutional Advisory
Florida
$10.7M
5
CF
5
Centaurus Financial
California
$822K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
126
International Assets Investment Management
Florida
$345K -$45.3K -953 -12%
ATC
127
Argent Trust Co
Tennessee
$333K +$333K +7,000 New
1W
128
1776 Wealth
Georgia
$332K – – –
BFS
129
Bickling Financial Services
Massachusetts
$330K +$330K +6,930 New
AOG
130
Alpha Omega Group
Virginia
$325K +$325K +6,829 New
WIA
131
World Investment Advisors
California
$316K +$316K +6,559 New
LFAS
132
Level Four Advisory Services
Texas
$307K -$57.1K -1,199 -16%
IWM
133
IHT Wealth Management
Illinois
$305K +$305K +6,405 New
PMG
134
ProVise Management Group
Florida
$300K +$300K +6,314 New
PFA
135
Plotkin Financial Advisors
Maryland
$299K -$130K -2,735 -30%
MOS
136
MGO One Seven
Ohio
$274K +$7.86K +165 +3%
PTC
137
Private Trust Company
Ohio
$273K -$190K -4,000 -41%
SEP
138
Southland Equity Partners
Missouri
$270K +$270K +5,664 New
CAN
139
Cetera Advisor Networks
California
$268K +$11.3K +238 +4%
IA
140
IFP Advisors
Florida
$265K -$134K -2,820 -34%
BFA
141
Beaumont Financial Advisors
Massachusetts
$260K -$21.4K -450 -8%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$253K -$5.61K -118 -2%
BAS
143
Brown Advisory Securities
Maryland
$251K – – –
KFC
144
Klingenstein Fields & Co
New York
$238K – – –
RJT
145
Raymond James Trust
Florida
$236K -$26.9K -564 -10%
CAM
146
Concorde Asset Management
Michigan
$230K +$230K +4,829 New
IF
147
Intrua Financial
Texas
$229K +$229K +4,806 New
MNBTD
148
Moody National Bank Trust Division
Texas
$213K +$4.09K +86 +2%
W
149
WealthOne
New York
$201K -$36.1K -760 -15%
NFG
150
Next Financial Group
Texas
$175K +$5.78K +122 +3%
4 5
6
7 8