We are live on ! Find out more
FTSL icon

First Trust Senior Loan Fund ETF

261 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 52

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

15% more capital invested

Capital invested by funds: $1.63B → $1.88B (+$245M)

7% more funds holding

Funds holding: 244261 (+17)

1.14% less ownership

Funds ownership: 71.94%70.8% (-1.1%)

Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
157
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
176
Trivium Point Advisory
Connecticut
$415K +$415K +8,655 New
AP
177
Americana Partners
Texas
$411K +$412K +8,591 New
PFA
178
Pinnacle Family Advisors
Missouri
$409K +$410K +8,547 New
VWA
179
V Wealth Advisors
Kansas
$407K +$407K +8,500 New
FCA
180
FinTrust Capital Advisors
South Carolina
$404K +$405K +8,452 New
IAIM
181
International Assets Investment Management
Florida
$398K +$7.76K +162 +2%
NFG
182
Next Financial Group
Texas
$395K -$722K -15,058 -65%
TW
183
Towerpoint Wealth
California
$392K -$26.3K -549 -6%
VAG
184
VisionPoint Advisory Group
Texas
$385K +$385K +8,025 New
ATC
185
Argent Trust Co
Tennessee
$383K -$24K -500 -6%
BRWM
186
B. Riley Wealth Management
Tennessee
$379K +$126K +2,629 +50%
WS
187
Wedbush Securities
California
$377K +$527 +11 +0.1%
HH
188
Hilltop Holdings
Texas
$373K +$43.2K +902 +13%
GWM
189
Gray Wealth Management
Maine
$370K +$154K +3,219 +71%
CAM
190
Concorde Asset Management
Michigan
$365K -$575 -12 -0.2%
VCM
191
Virtue Capital Management
Tennessee
$352K +$352K +7,347 New
CW
192
CreativeOne Wealth
Kansas
$351K +$79.3K +1,654 +29%
CA
193
Calton & Associates
Florida
$350K -$11K -229 -3%
CFAM
194
Center For Asset Management
Florida
$345K +$2.97K +62 +0.9%
APA
195
American Portfolios Advisors
New York
$342K -$8.91K -186 -3%
IWM
196
IHT Wealth Management
Illinois
$341K +$575 +12 +0.2%
BFG
197
Berger Financial Group
Minnesota
$335K +$83K +1,733 +33%
1W
198
1776 Wealth
Georgia
$334K
FPWM
199
FSB Premier Wealth Management
Iowa
$331K +$332K +6,930 New
CA
200
Cambridge Advisors
Nebraska
$323K -$49.8K -1,039 -13%

FTSL Hedge Fund Activity: Q3 2021 in Review

261 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2021, worth a combined $1.88B — up 15% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FTSL positions and 10 closed out — a net gain of 20 holders — while 157 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.3M. The largest seller was Barclays, cutting an estimated $6.4M.

  • 261 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2021, up from 244 in Q2 2021.
  • Funds reported $1.88B of First Trust Senior Loan Fund ETF stock for Q3 2021, up 15% quarter-over-quarter.
  • 30 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2021 and 10 closed out, a net change of +20 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q3 2021 was Morgan Stanley, an estimated $35.3M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q3 2021 was Barclays, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2021.