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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

260 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
156
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$68.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$69.6M
4
LPL Financial
4
LPL Financial
California
$73.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$88M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$10.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$14.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.34M
4
Jane Street
4
Jane Street
New York
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
151
StrategIQ Financial Group
Indiana
$733K +$733K +15,312 New
IWC
152
Integrated Wealth Concepts
Massachusetts
$720K +$16.3K +340 +2%
MIFH
153
Migdal Insurance & Financial Holdings
Israel
$668K +$108K +2,263 +19%
NWM
154
Northwest Wealth Management
Iowa
$661K +$342K +7,143 +107%
TWM
155
Triton Wealth Management
Arizona
$630K -$114K -2,370 -15%
CAM
156
Cozad Asset Management
Illinois
$622K +$43.1K +900 +7%
MCM
157
MAI Capital Management
Ohio
$618K -$106K -2,215 -15%
PCA
158
Pallas Capital Advisors
Massachusetts
$603K – – –
PTC
159
Private Trust Company
Ohio
$594K – – –
SWAG
160
Spectrum Wealth Advisory Group
California
$578K +$253K +5,276 +78%
ACM
161
AlphaStar Capital Management
North Carolina
$576K +$104K +2,170 +22%
WA
162
Winfield Associates
Ohio
$548K +$548K +11,455 New
PTP
163
Platform Technology Partners
New York
$501K +$39.5K +825 +9%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$487K +$108K +2,258 +29%
EH
165
Equitable Holdings
New York
$487K +$115K +2,399 +31%
AIC
166
Ameritas Investment Company
Nebraska
$486K +$84.1K +1,758 +21%
HCM
167
Hilton Capital Management
New York
$468K +$146K +3,060 +46%
FPGK
168
Financial Partners Group (Kansas)
Kansas
$463K -$193K -4,030 -29%
SEP
169
Southland Equity Partners
Missouri
$459K +$68.2K +1,426 +17%
FA
170
Faithward Advisors
Pennsylvania
$447K -$71.1K -1,485 -14%
SWM
171
SeaCrest Wealth Management
New York
$435K – – –
NFG
172
Nations Financial Group
Iowa
$428K +$428K +8,936 New
DADC
173
D.A. Davidson & Co
Montana
$422K -$181K -3,789 -30%
SS
174
Simplicity Solutions
Minnesota
$420K -$29.8K -623 -7%
TPA
175
Trivium Point Advisory
Connecticut
$415K +$415K +8,655 New
5 6
7
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