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First Trust Senior Loan Fund ETF

307 hedge funds and large institutions have $2.22B invested in First Trust Senior Loan Fund ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+47
Holders Change %
+18.08%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.34%
New
65
Increased
157
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
176
International Assets Investment Management
Florida
$765K +$366K +7,643 +92%
FPGK
177
Financial Partners Group (Kansas)
Kansas
$718K +$256K +5,362 +55%
CAL
178
Capital Analysts LLC
Pennsylvania
$709K +$487K +10,166 +220%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$681K +$194K +4,040 +40%
BCM
180
Breiter Capital Management
Florida
$672K +$400K +8,344 +147%
PTP
181
Platform Technology Partners
New York
$648K +$147K +3,062 +29%
WIP
182
WealthCare Investment Partners
Rhode Island
$641K +$641K +13,385 New
OPS
183
Orion Portfolio Solutions
Nebraska
$633K +$633K +13,213 New
SFPG
184
Stonebridge Financial Planning Group
Florida
$621K +$373K +7,820 +150%
CAM
185
Cozad Asset Management
Illinois
$619K -$4.17K -87 -0.7%
F4L
186
Fortune 45 LLC
Louisiana
$616K +$616K +12,875 New
PFA
187
Plotkin Financial Advisors
Maryland
$610K -$951K -19,839 -61%
RCM
188
Raleigh Capital Management
North Carolina
$610K +$610K +12,735 New
EH
189
Equitable Holdings
New York
$606K +$118K +2,462 +24%
TWM
190
Triton Wealth Management
Arizona
$591K -$37.1K -776 -6%
PCA
191
Pallas Capital Advisors
Massachusetts
$578K -$24.7K -515 -4%
CA
192
Continuum Advisory
Idaho
$577K +$577K +12,049 New
ACM
193
AlphaStar Capital Management
North Carolina
$575K -$2.83K -59 -0.5%
BRWM
194
B. Riley Wealth Management
Tennessee
$566K +$187K +3,896 +49%
NFG
195
Next Financial Group
Texas
$550K +$154K +3,220 +39%
WA
196
Winfield Associates
Ohio
$549K
PTC
197
Private Trust Company
Ohio
$547K -$47.9K -1,000 -8%
DADC
198
D.A. Davidson & Co
Montana
$494K +$70.9K +1,479 +17%
DAS
199
Dynamic Advisor Solutions
Arizona
$493K +$227K +4,730 +85%
MCM
200
MAI Capital Management
Ohio
$487K -$131K -2,736 -21%