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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

310 hedge funds and large institutions have $1.7B invested in First Trust Senior Loan Fund ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 147 reducing their positions, and 46 closing their positions.

Holders
310
Holders Change
-22
Holders Change %
-6.63%
% of All Funds
4.96%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
30
Increased
110
Reduced
147
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wagner Wealth Management
South Carolina
$31.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$18.7M
3
Jane Street
3
Jane Street
New York
$19.6M
4
CWP
4
Cyndeo Wealth Partners
Florida
$14.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$28.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Wells Fargo
2
Wells Fargo
California
$91.1M
3
EWP
3
Engrave Wealth Partners
Texas
$248K
4
FTUS
4
Flow Traders U.S.
New York
$324K
5
MAP
5
Milestone Advisory Partners
North Carolina
$385K
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
151
Quantitative Advantage
Minnesota
$1.04M +$368K +8,130 +55%
RG
152
Retirement Group
California
$1.02M +$30.6K +676 +3%
DADC
153
D.A. Davidson & Co
Montana
$988K +$317K +7,003 +47%
AP
154
Americana Partners
Texas
$951K -$69.5K -1,537 -7%
EH
155
Equitable Holdings
New York
$938K -$416K -9,192 -31%
LFAS
156
Level Four Advisory Services
Texas
$936K +$122K +2,700 +15%
MSAM
157
Moloney Securities Asset Management
Missouri
$905K +$138K +3,057 +18%
PVI
158
Pine Valley Investments
New Jersey
$902K +$902K +19,992 New
CCG
159
Coastwise Capital Group
California
$877K -$8.42K -186 -0.9%
ECA
160
Elevated Capital Advisors
Utah
$826K +$826K +18,251 New
IWA
161
IVC Wealth Advisors
Pennsylvania
$823K -$46.5K -1,028 -5%
OWA
162
Octavia Wealth Advisors
Ohio
$822K -$300K -6,621 -27%
DC
163
Davenport & Co
Virginia
$774K +$8.82K +195 +1%
P
164
&Partners
Tennessee
$746K – – –
PWM
165
Purus Wealth Management
California
$744K +$362 +8 +0%
LCGC
166
Legacy Capital Group California
California
$740K +$740K +16,364 New
BCP
167
Blackhawk Capital Partners
Wisconsin
$723K -$1.22M -26,969 -63%
FH
168
FWG Holdings
Florida
$705K +$138K +3,061 +24%
MC
169
Moors & Cabot
Massachusetts
$704K +$79.6K +1,760 +13%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$703K -$45 -1 -0%
CA
171
Cambridge Advisors
Nebraska
$698K +$3.03K +67 +0.4%
KFP
172
KMG Fiduciary Partners
Ohio
$686K +$686K +15,153 New
NWM
173
Northwest Wealth Management
Iowa
$685K -$7.83K -173 -1%
LI
174
LVZ Inc
Michigan
$682K +$24K +531 +4%
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$673K -$51.8K -1,145 -7%
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7
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