FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

193 hedge funds and large institutions have $778M invested in First Trust Senior Loan Fund ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
35
Increased
81
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.7M
3
AO
3
Advisor OS
Illinois
$14.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$8.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.5M
2
BFA
2
Brendel Financial Advisors
New Hampshire
$0
3
Wells Fargo
3
Wells Fargo
California
$39.9M
4
GIA
4
Gladstone Institutional Advisory
Florida
$10.7M
5
CF
5
Centaurus Financial
California
$822K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
176
Destiny Wealth Partners
Florida
$22K +$22K +454 New
AF
177
Allworth Financial
California
$20K +$187 +4 +0.9%
CAAS
178
Capital Asset Advisory Services
Michigan
$20K +$20K +417 New
SFPG
179
Stonebridge Financial Planning Group
Florida
$19K – – –
AssetMark Inc
180
AssetMark Inc
California
$16K -$11.5K -245 -42%
CAL
181
Capital Analysts LLC
Pennsylvania
$14K – – –
AIC
182
Archer Investment Corporation
Indiana
$13.2K +$143 +3 +1%
AIM
183
Astor Investment Management
Illinois
$13K – – –
BFEC
184
Benjamin F. Edwards & Company
Missouri
$12K -$8.59K -184 -42%
HI
185
Hoey Investments
Pennsylvania
$11K +$11K +226 New
TWM
186
Tradition Wealth Management
Minnesota
$10K +$10K +201 New
PP
187
Pacifica Partners
Canada
$5K – – –
CWA
188
Clearview Wealth Advisors
Oregon
$5K +$5K +105 New
AA
189
AlphaMark Advisors
Kentucky
$4K -$40.4K -910 -91%
VFA
190
Valeo Financial Advisors
Indiana
$4K – – –
AWM
191
AllSquare Wealth Management
New York
$2K – – –
TAM
192
Tucker Asset Management
Colorado
$1.43K +$1.43K +30 New
TFGT
193
TS Financial Group (TSFG)
Illinois
$1K – – –
LAS
194
Lloyd Advisory Services
Georgia
$1K +$71 +1 +8%
BFA
195
Brendel Financial Advisors
New Hampshire
– -$3.35M -72,906 Closed
OMC
196
Old Mission Capital
Illinois
– -$2.22M -48,238 Closed
Verition Fund Management
197
Verition Fund Management
Connecticut
– -$1.67M -36,300 Closed
FTUS
198
Flow Traders U.S.
New York
– -$625K -13,576 Closed
VIM
199
Vista Investment Management
Pennsylvania
– -$451K -9,807 Closed
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
– -$417K -9,074 Closed
5 6 7
8
9