FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

298 hedge funds and large institutions have $1.53B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.25%
New
18
Increased
107
Reduced
141
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$46.3M
2
OCM
One Capital Management
California
$35.2M
3
WWM
Wagner Wealth Management
South Carolina
$40.6M
4
AAMC
Asset Allocation & Management Company
Illinois
$6.45M
5
NA
NewEdge Advisors
Louisiana
$7.46M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$135M
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Wells Fargo
Wells Fargo
California
$64.4M
4
VCM
Virtue Capital Management
Tennessee
$16.1M
5
BFG
Beacon Financial Group
Texas
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Continuum Advisory
Idaho
$646K -$551K -12,157 -46%
P
177
&Partners
Tennessee
$643K – – –
VA
178
Valmark Advisers
Ohio
$641K +$180K +3,979 +39%
LSA
179
L & S Advisors
California
$626K +$395K +8,716 +171%
CA
180
Cambridge Advisors
Nebraska
$611K -$87.4K -1,929 -13%
BCA
181
Bay Colony Advisors
Massachusetts
$594K +$594K +13,108 New
CAG
182
Curtis Advisory Group
California
$567K -$106K -2,349 -16%
IA
183
IFP Advisors
Florida
$566K +$49.4K +1,091 +10%
IAIM
184
International Assets Investment Management
Florida
$559K -$83.2K -1,836 -13%
PFA
185
Plotkin Financial Advisors
Maryland
$553K – – –
CAM
186
Cozad Asset Management
Illinois
$552K +$226 +5 +0%
PTC
187
Private Trust Company
Ohio
$546K – – –
IWC
188
Integrated Wealth Concepts
Massachusetts
$542K +$155K +3,429 +40%
NW
189
NewEdge Wealth
Pennsylvania
$538K +$538K +11,866 New
GAA
190
Global Assets Advisory
Florida
$530K – – –
EWA
191
Exencial Wealth Advisors
Oklahoma
$524K +$524K +11,576 New
MIFH
192
Migdal Insurance & Financial Holdings
Israel
$523K -$31.2K -688 -6%
SB
193
Strategic Blueprint
Georgia
$513K +$6.3K +139 +1%
ACI
194
Alpha Cubed Investments
California
$509K -$36.9K -814 -7%
FGA
195
Fortis Group Advisors
New Jersey
$499K – – –
AO
196
Advisor OS
Illinois
$496K -$1.01M -22,302 -67%
SFPG
197
Stonebridge Financial Planning Group
Florida
$494K -$99.9K -2,206 -17%
FA
198
Flagstar Advisors
New York
$493K +$9.24K +204 +2%
T
199
TRUADVICE
Florida
$485K -$83.9K -1,839 -15%
CP
200
Castleview Partners
Texas
$484K -$2.08K -46 -0.4%
6 7
8
9 10