FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

220 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+27
Holders Change %
+13.99%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
42
Increased
114
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$202M
2
Wells Fargo
Wells Fargo
California
$85.8M
3
First Trust Advisors
First Trust Advisors
Illinois
$50.9M
4
Bank of America
Bank of America
North Carolina
$76.1M
5
BFG
Beacon Financial Group
Texas
$24.4M

Top Sellers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$0
2
AFA
American Financial Advisors
Georgia
$5.09M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AO
Advisor OS
Illinois
$2.23M
5
GIA
Gladstone Institutional Advisory
Florida
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
176
Moody National Bank Trust Division
Texas
$224K +$9.72K +203 +5%
W
177
WealthOne
New York
$204K +$1.48K +31 +0.7%
FTUS
178
Flow Traders U.S.
New York
$203K +$203K +4,231 New
VIM
179
Vista Investment Management
Pennsylvania
$201K +$201K +4,190 New
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$191K +$191K +3,999 New
LAS
181
Lloyd Advisory Services
Georgia
$179K +$178K +3,724 +26,600%
BHWM
182
Bay Harbor Wealth Management
Maryland
$171K +$171K +3,563 New
MIM
183
MTM Investment Management
South Carolina
$164K – – –
SFPG
184
Stonebridge Financial Planning Group
Florida
$163K +$144K +2,986 +747%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
Citigroup
186
Citigroup
New York
$114K +$88.7K +1,850 +350%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$76K -$52.8K -1,098 -41%
JCM
188
Jacobi Capital Management
Pennsylvania
$76K +$24.3K +510 +47%
FHA
189
First Horizon Advisors
Tennessee
$73K +$39.3K +816 +117%
HWA
190
HHM Wealth Advisors
Tennessee
$67K +$14.9K +310 +29%
AWA
191
Arkadios Wealth Advisors
Georgia
$65K +$15.6K +326 +31%
WP
192
WealthShield Partners
North Carolina
$64K +$64K +1,334 New
APA
193
American Portfolios Advisors
New York
$60.2K -$406K -8,483 -87%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$15.6K +326 +35%
GFPC
195
Global Financial Private Client
Florida
$54.4K -$6.9K -144 -11%
US Bancorp
196
US Bancorp
Minnesota
$52K – – –
PMFA
197
Plante Moran Financial Advisors
Michigan
$50K – – –
SFA
198
Semmax Financial Advisors
North Carolina
$45K -$4.74K -98 -10%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$32K – – –
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$26K +$48 +1 +0.2%
6 7
8
9 10