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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

310 hedge funds and large institutions have $1.7B invested in First Trust Senior Loan Fund ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 147 reducing their positions, and 46 closing their positions.

Holders
310
Holders Change
-22
Holders Change %
-6.63%
% of All Funds
4.96%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
30
Increased
110
Reduced
147
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wagner Wealth Management
South Carolina
$31.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$18.7M
3
Jane Street
3
Jane Street
New York
$19.6M
4
CWP
4
Cyndeo Wealth Partners
Florida
$14.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$28.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Wells Fargo
2
Wells Fargo
California
$91.1M
3
EWP
3
Engrave Wealth Partners
Texas
$248K
4
FTUS
4
Flow Traders U.S.
New York
$324K
5
MAP
5
Milestone Advisory Partners
North Carolina
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
LCWP
126
Legacy Capital Wealth Partners
Arkansas
$1.52M 33,494 -678 -2%
AO
127
Advisor OS
Illinois
$1.5M 33,253 -246,961 -88%
PWA
128
PCG Wealth Advisors
Kansas
$1.5M 33,188 -5,564 -14%
EE
129
EWG Elevate
California
$1.48M 32,770 -31,557 -49%
DFA
130
DHK Financial Advisors
New Hampshire
$1.47M 32,473 +595 +2%
TA
131
TruWealth Advisors
Louisiana
$1.45M 32,051 +5,569 +21%
AAS
132
Ameritas Advisory Services
Nebraska
$1.44M 31,945 -53,289 -63%
CIAS
133
Capital Investment Advisory Services
North Carolina
$1.43M 31,647 -2,294 -7%
AWM
134
Apollon Wealth Management
South Carolina
$1.41M 31,242 -12,333 -28%
DAS
135
Dynamic Advisor Solutions
Arizona
$1.36M 30,156 +6,955 +30%
IA
136
IFG Advisory
Georgia
$1.35M 29,933 -3,273 -10%
CFD
137
Creative Financial Designs
Indiana
$1.35M 29,828 +8,939 +43%
CASC
138
Coppell Advisory Solutions Corp
Texas
$1.33M 29,491 +20,888 +243%
CAS
139
Coppell Advisory Solutions
Texas
$1.33M 29,491 +20,888 +243%
WA
140
WESPAC Advisors
California
$1.3M 28,813 +4,009 +16%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$1.28M 28,341 -131 -0.5%
CA
142
Continuum Advisory
Idaho
$1.2M 26,415 +625 +2%
LWM
143
Laidlaw Wealth Management
New York
$1.15M 25,385 +385 +2%
SPC
144
Sigma Planning Corp
Michigan
$1.14M 25,146 -56,755 -69%
SXL
145
Summit X LLC
Missouri
$1.1M 24,336 +12,564 +107%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$1.08M 23,945 +253 +1%
AAS
147
Asset Allocation Strategies
Michigan
$1.08M 23,932 -55,447 -70%
HIS
148
Harvest Investment Services
Illinois
$1.08M 23,791 +521 +2%
KCFA
149
Key Client Fiduciary Advisors
New Jersey
$1.07M 23,643 -478 -2%
EWM
150
Endowment Wealth Management
Wisconsin
$1.04M 23,003 +5,518 +32%
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