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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

326 hedge funds and large institutions have $2.49B invested in First Trust Senior Loan Fund ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.51%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.66%
New
35
Increased
135
Reduced
128
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$89.7M
2
CW
2
Connectus Wealth
Ohio
$31.5M
3
BCP
3
Blue Chip Partners
Michigan
$25.6M
4
Wells Fargo
4
Wells Fargo
California
$179M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$341M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$38M
3
Jane Street
3
Jane Street
New York
$7.61M
4
LPL Financial
4
LPL Financial
California
$96.7M
5
Truist Financial
5
Truist Financial
North Carolina
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
151
U.S. Capital Wealth Advisors
Texas
$1.73M +$184K +4,174 +12%
EC
152
EdgeRock Capital
Colorado
$1.7M +$1.7M +38,594 New
JPMorgan Chase & Co
153
JPMorgan Chase & Co
New York
$1.68M -$1.31M -29,730 -44%
CA
154
Crumly & Associates
Illinois
$1.62M +$135K +3,059 +9%
IRC
155
Investors Research Corp
Georgia
$1.58M -$23.2K -527 -1%
ASN
156
Advisory Services Network
Georgia
$1.57M -$25.5K -577 -2%
SWAG
157
Spectrum Wealth Advisory Group
California
$1.56M +$79.8K +1,810 +5%
IA
158
IFG Advisory
Georgia
$1.47M -$250K -5,677 -15%
WGCA
159
Wolf Group Capital Advisors
Virginia
$1.44M +$1.44M +32,738 New
ZIMP
160
Zimmermann Investment Management & Planning
Pennsylvania
$1.44M +$1.07M +24,365 +292%
CPIG
161
Chicago Partners Investment Group
Illinois
$1.44M +$1.44M +31,731 New
MA
162
Mutual Advisors
Nebraska
$1.43M +$363K +8,221 +34%
IWA
163
IVC Wealth Advisors
Pennsylvania
$1.42M -$1.87M -42,309 -57%
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$1.39M +$116K +2,622 +9%
DIM
165
Delta Investment Management
California
$1.36M +$152K +3,456 +13%
DAS
166
Dynamic Advisor Solutions
Arizona
$1.35M +$506K +11,470 +60%
OWA
167
Octavia Wealth Advisors
Ohio
$1.34M -$8.46M -191,029 -86%
IWC
168
Integrated Wealth Concepts
Massachusetts
$1.34M +$65K +1,475 +5%
OWA
169
Outlook Wealth Advisors
Texas
$1.31M -$32.6K -740 -2%
RIA
170
Realta Investment Advisors
Delaware
$1.31M +$35.8K +812 +3%
TWM
171
Triton Wealth Management
Arizona
$1.31M +$747K +16,522 +134%
TCM
172
Triumph Capital Management
Colorado
$1.3M +$1.3M +29,529 New
F4L
173
Fortune 45 LLC
Louisiana
$1.3M +$95.5K +2,165 +8%
AWM
174
Apollon Wealth Management
South Carolina
$1.29M +$70.8K +1,606 +6%
MC
175
Moors & Cabot
Massachusetts
$1.28M +$142K +3,228 +13%
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