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First Trust Senior Loan Fund ETF

243 hedge funds and large institutions have $1.63B invested in First Trust Senior Loan Fund ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
42
Increased
139
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWAG
176
Spectrum Wealth Advisory Group
California
$326K +$326K +6,799 New
HCM
177
Hilton Capital Management
New York
$323K +$323K +6,725 New
NWM
178
Northwest Wealth Management
Iowa
$321K +$321K +6,680 New
BFS
179
Bickling Financial Services
Massachusetts
$310K -$25.4K -529 -8%
DWT
180
Dorsey & Whitney Trust
South Dakota
$307K +$307K +6,400 New
SWM
181
Spire Wealth Management
Virginia
$305K -$388K -8,070 -56%
RJT
182
Raymond James Trust
Florida
$302K
IA
183
IFP Advisors
Florida
$280K +$17.7K +368 +7%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$280K +$204K +4,246 +269%
HIA
185
Harbor Investment Advisory
Maryland
$274K +$43.5K +907 +19%
CW
186
CreativeOne Wealth
Kansas
$273K +$273K +5,676 New
EDRH
187
Edmond de Rothschild Holding
Switzerland
$259K +$259K +5,400 New
BRWM
188
B. Riley Wealth Management
Tennessee
$254K +$254K +5,283 New
PMG
189
ProVise Management Group
Florida
$253K -$80.8K -1,685 -24%
BAS
190
Brown Advisory Securities
Maryland
$253K
BFG
191
Berger Financial Group
Minnesota
$253K +$253K +5,275 New
BFA
192
Beaumont Financial Advisors
Massachusetts
$249K
NWS
193
Newport Wealth Strategies
California
$246K -$24K -500 -9%
KFC
194
Klingenstein Fields & Co
New York
$240K
SWA
195
Stratos Wealth Advisors
Ohio
$238K +$238K +4,965 New
CIBC World Market
196
CIBC World Market
Ontario, Canada
$236K -$7.26K -151 -3%
MNBTD
197
Moody National Bank Trust Division
Texas
$225K
CAL
198
Capital Analysts LLC
Pennsylvania
$222K +$208K +4,327 +1,442%
GWM
199
Gray Wealth Management
Maine
$217K +$217K +4,513 New
W
200
WealthOne
New York
$209K +$4.37K +91 +2%