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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

307 hedge funds and large institutions have $2.22B invested in First Trust Senior Loan Fund ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+47
Holders Change %
+18.08%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.34%
New
65
Increased
157
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
UCFA
3
United Capital Financial Advisors
Texas
$31.8M
4
LPL Financial
4
LPL Financial
California
$93.1M
5
Wells Fargo
5
Wells Fargo
California
$119M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$345K
2
Barclays
2
Barclays
United Kingdom
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.72M
4
HI
4
Harbour Investments
Wisconsin
$4.05M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
151
Harvest Investment Services
Illinois
$1.11M +$123K +2,573 +13%
CCM
152
Chiron Capital Management
Florida
$1.1M +$8.05K +168 +0.7%
MSAM
153
Moloney Securities Asset Management
Missouri
$1.09M +$1.09M +22,632 New
FCA
154
FinTrust Capital Advisors
South Carolina
$1.08M +$677K +14,122 +167%
BFG
155
Berger Financial Group
Minnesota
$1.05M +$718K +14,994 +214%
IWC
156
Integrated Wealth Concepts
Massachusetts
$1.03M +$306K +6,379 +42%
RG
157
Retirement Group
California
$1.02M -$1.48M -30,923 -59%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$1.02M -$8.29K -173 -0.8%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$1,000K +$1,000K +20,868 New
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$980K +$311K +6,495 +47%
HAS
161
HBW Advisory Services
California
$978K +$66.9K +1,396 +7%
CA
162
CoreCap Advisors
Michigan
$914K +$914K +19,069 New
ASN
163
Advisory Services Network
Georgia
$897K +$7.62K +159 +0.9%
SWA
164
Stratos Wealth Advisors
Ohio
$895K -$150K -3,124 -14%
LFAS
165
Level Four Advisory Services
Texas
$890K +$156K +3,248 +21%
JCM
166
Jacobi Capital Management
Pennsylvania
$877K +$559K +11,666 +176%
CF
167
Centaurus Financial
California
$864K -$112K -2,328 -11%
VAS
168
Vestmark Advisory Solutions
Massachusetts
$857K -$135K -2,815 -14%
WIA
169
World Investment Advisors
California
$839K +$48.8K +1,022 +6%
CWM
170
Congress Wealth Management
Massachusetts
$826K +$826K +17,244 New
PWM
171
Purus Wealth Management
California
$816K +$16.6K +347 +2%
MA
172
Mutual Advisors
Nebraska
$794K +$4.79K +100 +0.6%
SWAG
173
Spectrum Wealth Advisory Group
California
$792K +$213K +4,442 +37%
AssetMark Inc
174
AssetMark Inc
California
$783K -$2.11K -44 -0.3%
WWM
175
Western Wealth Management
Colorado
$775K +$775K +16,168 New
5 6
7
8 9