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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$184M
2
FTUS
Flow Traders U.S.
New York
$12.6M
3
AssetMark Inc
AssetMark Inc
California
$11.7M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M
5
AWM
AE Wealth Management
Kansas
$12.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
Morgan Stanley
New York
$263M
3
VCM
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
Bank of America
North Carolina
$97.4M
5
UBS Group
UBS Group
Switzerland
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Apollon Wealth Management
South Carolina
$1.94M -$1.58M -35,499 -45%
BCP
127
Blackhawk Capital Partners
Wisconsin
$1.92M +$1.92M +42,958 New
PPP
128
Private Portfolio Partners
New Jersey
$1.91M +$106K +2,380 +6%
MMHP
129
Murphy Middleton Hinkle & Parker
Georgia
$1.9M +$109K +2,451 +6%
IFS
130
Ifrah Financial Services
Arkansas
$1.86M -$16.3K -365 -0.9%
AI
131
Atria Investments
North Carolina
$1.86M -$37.7K -846 -2%
SFG
132
StrategIQ Financial Group
Indiana
$1.83M -$57.8K -1,296 -3%
FHB
133
First Hawaiian Bank
Hawaii
$1.74M – – –
PWA
134
PCG Wealth Advisors
Kansas
$1.73M +$1.48M +33,160 +593%
OMC
135
Old Mission Capital
Illinois
$1.72M +$1.72M +38,576 New
CCFM
136
Clear Creek Financial Management
Washington
$1.66M -$15.3K -343 -0.9%
KPWS
137
Kestra Private Wealth Services
Texas
$1.64M +$865K +19,391 +111%
PAG
138
Private Advisory Group
Washington
$1.64M -$94.2K -2,112 -5%
AWS
139
Atria Wealth Solutions
New York
$1.61M -$242K -5,431 -13%
DIM
140
Delta Investment Management
California
$1.59M +$193K +4,326 +14%
MA
141
Mutual Advisors
Nebraska
$1.58M +$60.4K +1,355 +4%
IRC
142
Investors Research Corp
Georgia
$1.58M -$9.68K -217 -0.6%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$1.55M +$713K +16,000 +86%
LCWP
144
Legacy Capital Wealth Partners
Arkansas
$1.52M -$3.77M -84,649 -71%
CIAS
145
Capital Investment Advisory Services
North Carolina
$1.51M -$370K -8,299 -20%
IA
146
IFG Advisory
Georgia
$1.48M -$63.8K -1,431 -4%
IAIM
147
International Assets Investment Management
Florida
$1.45M +$466K +10,450 +47%
FIA
148
Foundations Investment Advisors
Arizona
$1.45M +$225K +5,050 +18%
IWC
149
Integrated Wealth Concepts
Massachusetts
$1.43M +$132K +2,950 +10%
DFA
150
DHK Financial Advisors
New Hampshire
$1.42M +$509K +11,406 +56%
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