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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

326 hedge funds and large institutions have $2.49B invested in First Trust Senior Loan Fund ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.51%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.66%
New
35
Increased
135
Reduced
128
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$89.7M
2
CW
2
Connectus Wealth
Ohio
$31.5M
3
BCP
3
Blue Chip Partners
Michigan
$25.6M
4
Wells Fargo
4
Wells Fargo
California
$179M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$341M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$38M
3
Jane Street
3
Jane Street
New York
$7.61M
4
LPL Financial
4
LPL Financial
California
$96.7M
5
Truist Financial
5
Truist Financial
North Carolina
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
176
Raymond James Trust
Florida
$1.27M +$585K +13,274 +85%
KCFA
177
Key Client Fiduciary Advisors
New Jersey
$1.25M -$877K -19,882 -41%
SFPG
178
Stonebridge Financial Planning Group
Florida
$1.23M +$547K +12,406 +80%
Ameriprise
179
Ameriprise
Minnesota
$1.2M -$144K -3,271 -11%
CA
180
Continuum Advisory
Idaho
$1.19M +$201K +4,568 +20%
VWA
181
V Wealth Advisors
Kansas
$1.16M +$198K +4,489 +21%
AWA
182
Alta Wealth Advisors
Massachusetts
$1.1M – – –
CAL
183
Capital Analysts LLC
Pennsylvania
$1.09M -$21K -476 -2%
DC
184
Davenport & Co
Virginia
$1.09M -$593K -13,442 -35%
SWM
185
Spire Wealth Management
Virginia
$1.09M +$148K +3,358 +16%
HIS
186
Harvest Investment Services
Illinois
$1.07M +$4.81K +109 +0.4%
CCM
187
Chiron Capital Management
Florida
$1.05M -$32.6K -740 -3%
AP
188
Americana Partners
Texas
$993K -$771K -17,486 -44%
LWM
189
Laidlaw Wealth Management
New York
$980K -$2.15M -48,672 -69%
RW
190
RVW Wealth
California
$962K -$116K -2,639 -11%
MLA
191
My Legacy Advisors
Oregon
$962K +$962K +21,794 New
IWA
192
Inspirion Wealth Advisors
Illinois
$959K +$959K +21,741 New
IFS
193
Ifrah Financial Services
Arkansas
$954K +$954K +21,637 New
RG
194
Retirement Group
California
$943K +$60.8K +1,379 +7%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$934K +$104K +2,351 +12%
NWM
196
Northwest Wealth Management
Iowa
$906K -$336K -7,625 -27%
MSAM
197
Moloney Securities Asset Management
Missouri
$888K +$75K +1,700 +9%
FIA
198
Foundations Investment Advisors
Arizona
$886K +$146K +3,333 +20%
JWCA
199
J.W. Cole Advisors
Florida
$882K +$494K +11,210 +127%
P
200
&Partners
Tennessee
$862K -$67.4K -1,528 -7%
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8
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