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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

260 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
156
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$68.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$69.6M
4
LPL Financial
4
LPL Financial
California
$73.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$88M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$10.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$14.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.34M
4
Jane Street
4
Jane Street
New York
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
Holloway Wealth Management
Florida
$1.32M -$871K – –
USCWA
127
U.S. Capital Wealth Advisors
Texas
$1.31M +$1.31M +27,435 New
ECA
128
Elevated Capital Advisors
Utah
$1.29M +$1.29M +26,932 New
Ameriprise
129
Ameriprise
Minnesota
$1.22M +$22.6K +473 +2%
Citigroup
130
Citigroup
New York
$1.17M +$1.04M +21,711 +768%
IA
131
IFG Advisory
Georgia
$1.15M +$151K +3,160 +15%
SFS
132
Sowell Financial Services
Arkansas
$1.13M +$1.13M +23,640 New
CCM
133
Chiron Capital Management
Florida
$1.09M +$48.7K +1,018 +5%
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$1.07M -$10.4K -218 -1%
SWA
135
Stratos Wealth Advisors
Ohio
$1.04M +$805K +16,826 +339%
SWM
136
Spire Wealth Management
Virginia
$1.03M +$729K +15,248 +240%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$1.02M -$5.6K -117 -0.5%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$1.02M +$488K +10,199 +92%
RW
139
RVW Wealth
California
$1M -$102K -2,507 -9%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$990K +$16.5K +344 +2%
HIS
141
Harvest Investment Services
Illinois
$984K -$99.3K -2,076 -9%
CF
142
Centaurus Financial
California
$974K +$45.1K +942 +5%
HAS
143
HBW Advisory Services
California
$910K -$4.07K -85 -0.4%
EWM
144
Echo Wealth Management
Minnesota
$898K +$33.9K +706 +4%
ASN
145
Advisory Services Network
Georgia
$888K +$34.5K +721 +4%
PWM
146
Purus Wealth Management
California
$798K +$54.2K +1,132 +7%
WIA
147
World Investment Advisors
California
$791K +$431K +9,010 +120%
MA
148
Mutual Advisors
Nebraska
$788K +$73.2K +1,530 +10%
AssetMark Inc
149
AssetMark Inc
California
$784K -$55K -1,150 -7%
LFAS
150
Level Four Advisory Services
Texas
$733K +$142K +2,961 +24%
4 5
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