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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

220 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
220
Holders Change
+27
Holders Change %
+13.99%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
42
Increased
114
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Wells Fargo
2
Wells Fargo
California
$85.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$50.9M
4
Bank of America
4
Bank of America
North Carolina
$76.1M
5
BFG
5
Beacon Financial Group
Texas
$24.4M

Top Sellers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$0
2
AFA
2
American Financial Advisors
Georgia
$5.09M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AO
4
Advisor OS
Illinois
$2.23M
5
GIA
5
Gladstone Institutional Advisory
Florida
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
151
World Investment Advisors
California
$336K +$21.4K +446 +7%
ATC
152
Argent Trust Co
Tennessee
$335K – – –
1W
153
1776 Wealth
Georgia
$335K – – –
BFS
154
Bickling Financial Services
Massachusetts
$334K +$2.54K +53 +0.8%
PMG
155
ProVise Management Group
Florida
$333K +$30.9K +646 +10%
NFG
156
Next Financial Group
Texas
$328K +$151K +3,150 +85%
CFAM
157
Center For Asset Management
Florida
$321K +$321K +6,705 New
BCM
158
Brasada Capital Management
Texas
$318K +$318K +6,647 New
T
159
TRUADVICE
Florida
$303K +$303K +6,325 New
RJT
160
Raymond James Trust
Florida
$301K +$64.2K +1,342 +27%
SEP
161
Southland Equity Partners
Missouri
$299K +$27.6K +576 +10%
SIA
162
Strategic Investment Advisors
Michigan
$287K -$209K -4,356 -42%
PAS
163
Park Avenue Securities
New York
$284K +$284K +5,936 New
NWS
164
Newport Wealth Strategies
California
$269K +$269K +5,620 New
CAN
165
Cetera Advisor Networks
California
$268K -$2.49K -52 -0.9%
WWM
166
Western Wealth Management
Colorado
$262K +$262K +5,461 New
IA
167
IFP Advisors
Florida
$261K -$5.35K -112 -2%
VAS
168
Vestmark Advisory Solutions
Massachusetts
$254K +$254K +5,303 New
BAS
169
Brown Advisory Securities
Maryland
$253K – – –
SS
170
Simplicity Solutions
Minnesota
$252K -$1.06M -22,143 -81%
BFA
171
Beaumont Financial Advisors
Massachusetts
$249K -$13.2K -276 -5%
KP
172
Keel Point
Alabama
$243K -$107K -2,243 -31%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$242K -$12.7K -266 -5%
KFC
174
Klingenstein Fields & Co
New York
$239K – – –
HIA
175
Harbor Investment Advisory
Maryland
$230K +$230K +4,806 New
5 6
7
8 9