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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

298 hedge funds and large institutions have $1.53B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.25%
New
18
Increased
107
Reduced
141
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$46.3M
2
OCM
One Capital Management
California
$35.2M
3
WWM
Wagner Wealth Management
South Carolina
$40.6M
4
AAMC
Asset Allocation & Management Company
Illinois
$6.45M
5
NA
NewEdge Advisors
Louisiana
$7.46M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$135M
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Wells Fargo
Wells Fargo
California
$64.4M
4
VCM
Virtue Capital Management
Tennessee
$16.1M
5
BFG
Beacon Financial Group
Texas
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$1.38M -$2.72M -60,016 -66%
RW
127
RVW Wealth
California
$1.38M -$269K -5,942 -16%
CIAS
128
Capital Investment Advisory Services
North Carolina
$1.38M -$57.7K -1,273 -4%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$1.37M +$1.14M +25,137 +485%
WIP
130
WealthCare Investment Partners
Rhode Island
$1.36M -$717K -15,847 -35%
DAS
131
Dynamic Advisor Solutions
Arizona
$1.31M -$53.5K -1,181 -4%
WA
132
WESPAC Advisors
California
$1.31M – – –
AI
133
Atria Investments
North Carolina
$1.3M -$262K -5,782 -17%
CFD
134
Creative Financial Designs
Indiana
$1.29M -$61.4K -1,356 -5%
MLA
135
My Legacy Advisors
Oregon
$1.28M -$3.36M -73,608 -72%
CCM
136
Crabel Capital Management
California
$1.26M +$1.06M +23,311 +509%
AWS
137
Atria Wealth Solutions
New York
$1.25M -$441K -9,730 -26%
LFAS
138
Level Four Advisory Services
Texas
$1.21M +$269K +5,944 +29%
LSA
139
Lion Street Advisors
Texas
$1.17M +$827K +17,282 +238%
LWM
140
Laidlaw Wealth Management
New York
$1.17M +$21.7K +479 +2%
MWM
141
McNaughton Wealth Management
California
$1.13M +$1.13M +24,951 New
EWM
142
Endowment Wealth Management
Wisconsin
$1.12M +$80.1K +1,768 +8%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$1.11M +$22.9K +505 +2%
DADC
144
D.A. Davidson & Co
Montana
$1.07M +$80.9K +1,785 +8%
KCFA
145
Key Client Fiduciary Advisors
New Jersey
$1.04M -$30.7K -677 -3%
HIS
146
Harvest Investment Services
Illinois
$1.04M -$41.5K -916 -4%
SWP
147
Stratos Wealth Partners
Ohio
$1.02M -$1.28M -28,337 -56%
MSAM
148
Moloney Securities Asset Management
Missouri
$1.01M +$101K +2,224 +11%
AP
149
Americana Partners
Texas
$1M +$50K +1,104 +5%
RG
150
Retirement Group
California
$984K -$37K -816 -4%
4 5
6
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