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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

220 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
220
Holders Change
+27
Holders Change %
+13.99%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
42
Increased
114
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Wells Fargo
2
Wells Fargo
California
$85.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$50.9M
4
Bank of America
4
Bank of America
North Carolina
$76.1M
5
BFG
5
Beacon Financial Group
Texas
$24.4M

Top Sellers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$0
2
AFA
2
American Financial Advisors
Georgia
$5.09M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AO
4
Advisor OS
Illinois
$2.23M
5
GIA
5
Gladstone Institutional Advisory
Florida
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
126
Level Four Advisory Services
Texas
$648K +$339K +7,081 +110%
SG
127
StoneX Group
New York
$647K -$92.7K -1,936 -13%
MA
128
Mutual Advisors
Nebraska
$647K +$30.6K +639 +5%
PWM
129
Purus Wealth Management
California
$643K +$30.7K +641 +5%
PCA
130
Pallas Capital Advisors
Massachusetts
$603K +$603K +12,580 New
FA
131
Faithward Advisors
Pennsylvania
$599K -$48.2K -1,005 -7%
PTC
132
Private Trust Company
Ohio
$579K +$304K +6,346 +110%
CAM
133
Cozad Asset Management
Illinois
$555K +$555K +11,598 New
LI
134
LVZ Inc
Michigan
$529K +$529K +11,042 New
CA
135
Cetera Advisors
Colorado
$520K +$48.7K +1,016 +10%
APC
136
Aspire Private Capital
North Carolina
$508K +$508K +10,600 New
CCM
137
Chiron Capital Management
Florida
$496K +$496K +10,360 New
HWM
138
Holloway Wealth Management
Florida
$487K -$45K – –
ACM
139
AlphaStar Capital Management
North Carolina
$471K +$37.8K +790 +9%
SWP
140
Stratos Wealth Partners
Ohio
$449K -$11.1K -232 -2%
SWM
141
SeaCrest Wealth Management
New York
$436K – – –
MIFH
142
Migdal Insurance & Financial Holdings
Israel
$434K -$23.9K -500 -5%
IWM
143
IHT Wealth Management
Illinois
$426K +$119K +2,480 +39%
TW
144
Towerpoint Wealth
California
$419K -$141K -2,933 -25%
AAS
145
Avantax Advisory Services
Texas
$405K -$39.9K -831 -9%
CA
146
Cambridge Advisors
Nebraska
$402K +$11.8K +246 +3%
WS
147
Wedbush Securities
California
$398K +$398K +8,304 New
HH
148
Hilltop Holdings
Texas
$387K -$340K -7,103 -47%
JWCA
149
J.W. Cole Advisors
Florida
$384K -$20.6K -431 -5%
CA
150
Calton & Associates
Florida
$361K +$527 +11 +0.1%
4 5
6
7 8