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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35M
2
FTUS
Flow Traders U.S.
New York
+$12.6M
3
AssetMark Inc
AssetMark Inc
California
+$11.7M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$11.6M
5
AWM
AE Wealth Management
Kansas
+$10.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$13.4B
2
Morgan Stanley
Morgan Stanley
New York
-$55.2M
3
VCM
Virtue Capital Management
Tennessee
-$32.9M
4
Bank of America
Bank of America
North Carolina
-$21.5M
5
UBS Group
UBS Group
Switzerland
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$931K +$227K +5,096 +32%
ASN
177
Advisory Services Network
Georgia
$890K +$148K +3,312 +20%
CCG
178
Coastwise Capital Group
California
$873K +$8.83K +198 +1%
IWA
179
IVC Wealth Advisors
Pennsylvania
$857K -$307K -6,884 -26%
IWA
180
Inspirion Wealth Advisors
Illinois
$848K -$272K -6,106 -24%
LFAS
181
Level Four Advisory Services
Texas
$802K +$1.87K +42 +0.2%
EWM
182
Endowment Wealth Management
Wisconsin
$780K +$122K +2,736 +19%
MSAM
183
Moloney Securities Asset Management
Missouri
$756K -$11.2K -252 -1%
DC
184
Davenport & Co
Virginia
$754K +$27K +606 +4%
VA
185
Valmark Advisers
Ohio
$750K +$164K +3,685 +28%
P
186
&Partners
Tennessee
$735K -$58.2K -1,305 -7%
PWM
187
Purus Wealth Management
California
$733K -$1.74K -39 -0.2%
WCFA
188
Walkner Condon Financial Advisors
Wisconsin
$715K +$23.3K +523 +3%
Bank of New York Mellon
189
Bank of New York Mellon
New York
$693K +$45 +1 +0%
CAG
190
Curtis Advisory Group
California
$687K +$687K +15,402 New
CA
191
Cambridge Advisors
Nebraska
$685K +$14.4K +323 +2%
NWM
192
Northwest Wealth Management
Iowa
$683K -$69.1K -1,549 -9%
GJIA
193
Glass Jacobson Investment Advisors
Maryland
$681K +$681K +15,272 New
SMF
194
Sterling Manor Financial
New York
$680K -$67.2K -1,507 -9%
QA
195
Quantitative Advantage
Minnesota
$662K +$662K +14,847 New
DADC
196
D.A. Davidson & Co
Montana
$661K -$3.46M -77,557 -84%
LI
197
LVZ Inc
Michigan
$649K +$35.1K +788 +6%
BCM
198
Brookstone Capital Management
Illinois
$636K +$636K +14,042 New
MC
199
Moors & Cabot
Massachusetts
$615K -$505K -11,329 -45%
CF
200
Centaurus Financial
California
$599K -$252K -5,646 -30%
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