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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

321 hedge funds and large institutions have $2.07B invested in First Trust Senior Loan Fund ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-5
Holders Change %
-1.53%
% of All Funds
5.55%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.5%
New
33
Increased
112
Reduced
146
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$28.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$147M
3
AFA
3
American Financial Advisors
Georgia
$12.7M
4
FPGK
4
Financial Partners Group (Kansas)
Kansas
$6.09M
5
Barclays
5
Barclays
United Kingdom
$5.67M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$126M
2
TA
2
TruWealth Advisors
Louisiana
$1.12M
3
CW
3
Connectus Wealth
Ohio
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
176
Centaurus Financial
California
$841K +$13.1K +298 +2%
ACM
177
Anfield Capital Management
California
$833K -$8.19K -186 -1%
USCWA
178
U.S. Capital Wealth Advisors
Texas
$823K -$903K -20,479 -52%
LFAS
179
Level Four Advisory Services
Texas
$791K +$4.06K +92 +0.5%
P
180
&Partners
Tennessee
$784K -$77.2K -1,751 -9%
KPWS
181
Kestra Private Wealth Services
Texas
$770K -$4.38M -99,380 -85%
GM
182
GeoWealth Management
Illinois
$765K -$1.79M -40,683 -70%
MSAM
183
Moloney Securities Asset Management
Missouri
$758K -$129K -2,935 -15%
NWM
184
Northwest Wealth Management
Iowa
$743K -$163K -3,689 -18%
SMF
185
Sterling Manor Financial
New York
$738K -$2.3M -52,217 -76%
ASN
186
Advisory Services Network
Georgia
$734K -$839K -19,030 -53%
PWM
187
Purus Wealth Management
California
$727K +$132 +3 +0%
DC
188
Davenport & Co
Virginia
$719K -$371K -8,424 -34%
ECA
189
Elevated Capital Advisors
Utah
$716K +$716K +16,236 New
CFD
190
Creative Financial Designs
Indiana
$696K +$31.8K +721 +5%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$685K -$1.1M -25,068 -62%
FAIM
192
Financial Advocates Investment Management
Washington
$684K +$130K +1,321 +24%
WCFA
193
Walkner Condon Financial Advisors
Wisconsin
$683K -$2.76M -62,526 -80%
AWM
194
Adams Wealth Management
Utah
$671K +$671K +15,215 New
CA
195
Cambridge Advisors
Nebraska
$663K +$6.61K +150 +1%
EWM
196
Endowment Wealth Management
Wisconsin
$650K +$48.7K +1,105 +8%
LWAC
197
Laurel Wealth Advisors (California)
California
$639K -$11M -250,649 -95%
OWA
198
Opal Wealth Advisors
New York
$631K +$262K +5,932 +71%
MWM
199
McNaughton Wealth Management
California
$612K -$1.14M -25,977 -65%
OBWG
200
Onyx Bridge Wealth Group
New York
$611K +$611K +13,754 New
6 7
8
9 10