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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

193 hedge funds and large institutions have $778M invested in First Trust Senior Loan Fund ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
35
Increased
81
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.7M
3
AO
3
Advisor OS
Illinois
$14.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$8.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.5M
2
BFA
2
Brendel Financial Advisors
New Hampshire
$0
3
Wells Fargo
3
Wells Fargo
California
$39.9M
4
GIA
4
Gladstone Institutional Advisory
Florida
$10.7M
5
CF
5
Centaurus Financial
California
$822K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
151
MTM Investment Management
South Carolina
$163K +$163K +3,427 New
CTFG
152
Capstone Triton Financial Group
Oklahoma
$157K +$157K +3,302 New
Deutsche Bank
153
Deutsche Bank
Germany
$135K – – –
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$128K -$16.4K -344 -11%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
LIA
156
Luken Investment Analytics
Tennessee
$86K +$86K +1,797 New
GFPC
157
Global Financial Private Client
Florida
$60.8K – – –
EP
158
Eudaimonia Partners
Tennessee
$54K – – –
AAP
159
Arax Advisory Partners
Colorado
$53K +$144 +3 +0.3%
US Bancorp
160
US Bancorp
Minnesota
$52K – – –
JCM
161
Jacobi Capital Management
Pennsylvania
$52K +$431 +9 +0.8%
HWA
162
HHM Wealth Advisors
Tennessee
$52K +$52K +1,085 New
PMFA
163
Plante Moran Financial Advisors
Michigan
$50K – – –
SFA
164
Semmax Financial Advisors
North Carolina
$49K – – –
AWA
165
Arkadios Wealth Advisors
Georgia
$49K +$49K +1,036 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$48K +$4.99K +106 +12%
ASN
167
Advisory Services Network
Georgia
$46K -$41.6K -877 -47%
HWM
168
Holloway Wealth Management
Florida
$45K -$46K – –
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$2.7K +57 +7%
BEI
170
Benjamin Edwards Inc
Missouri
$42K +$33.6K +713 +403%
FHA
171
First Horizon Advisors
Tennessee
$33K – – –
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$32K – – –
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$25K -$166K -3,551 -87%
Citigroup
174
Citigroup
New York
$25K – – –
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$24K -$13.8K -285 -37%
5 6
7
8 9