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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$184M
2
FTUS
Flow Traders U.S.
New York
$12.6M
3
AssetMark Inc
AssetMark Inc
California
$11.7M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M
5
AWM
AE Wealth Management
Kansas
$12.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
Morgan Stanley
New York
$263M
3
VCM
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
Bank of America
North Carolina
$97.4M
5
UBS Group
UBS Group
Switzerland
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
151
Equitable Holdings
New York
$1.33M +$428K +9,594 +47%
Ameriprise
152
Ameriprise
Minnesota
$1.3M +$79.7K +1,786 +7%
MCC
153
Money Concepts Capital
Florida
$1.28M +$1.24M +27,772 +2,905%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$1.27M -$67.2K -1,507 -5%
RIA
155
Realta Investment Advisors
Delaware
$1.23M -$511K -11,464 -29%
NA
156
NewEdge Advisors
Louisiana
$1.19M -$743K -28,680 -38%
TA
157
TruWealth Advisors
Louisiana
$1.18M +$45.4K +1,019 +4%
IF
158
Integrity Financial
Wyoming
$1.16M +$1.15M +25,773 +11,455%
CA
159
Continuum Advisory
Idaho
$1.15M -$399K -8,938 -26%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$1.12M -$182K -4,087 -14%
AWA
161
Alta Wealth Advisors
Massachusetts
$1.12M – – –
LWM
162
Laidlaw Wealth Management
New York
$1.11M +$136K +3,049 +14%
WA
163
WESPAC Advisors
California
$1.11M – – –
OWA
164
Octavia Wealth Advisors
Ohio
$1.11M -$163K -3,647 -13%
TWM
165
Triton Wealth Management
Arizona
$1.1M -$221K -4,841 -17%
KCFA
166
Key Client Fiduciary Advisors
New Jersey
$1.08M +$3.17K +71 +0.3%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$1.06M -$107K -2,384 -9%
SFPG
168
Stonebridge Financial Planning Group
Florida
$1.05M -$207K -4,642 -17%
HIS
169
Harvest Investment Services
Illinois
$1.04M +$29.7K +666 +3%
CWM
170
Capital Wealth Management
Rhode Island
$1.04M +$1.04M +23,230 New
DAS
171
Dynamic Advisor Solutions
Arizona
$1.03M +$87K +1,952 +9%
AP
172
Americana Partners
Texas
$1.01M +$2.85K +64 +0.3%
SWM
173
Stockman Wealth Management
Montana
$985K -$2.14M -47,992 -68%
RG
174
Retirement Group
California
$975K +$398K +8,936 +69%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$972K +$608K +13,633 +167%
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