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First Trust Senior Loan Fund ETF

243 hedge funds and large institutions have $1.63B invested in First Trust Senior Loan Fund ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
42
Increased
139
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
201
Advisory Alpha
Michigan
$207K +$207K +4,315 New
JCM
202
Jacobi Capital Management
Pennsylvania
$202K +$125K +2,603 +163%
AIC
203
Archer Investment Corporation
Indiana
$191K +$178K +3,698 +1,325%
LAS
204
Lloyd Advisory Services
Georgia
$189K +$9.6K +200 +5%
WP
205
WealthShield Partners
North Carolina
$186K +$122K +2,534 +190%
MIM
206
MTM Investment Management
South Carolina
$165K
GTAM
207
Global Trust Asset Management
Florida
$154K +$154K +3,205 New
SFPG
208
Stonebridge Financial Planning Group
Florida
$153K -$9.86K -205 -6%
APC
209
Aspire Private Capital
North Carolina
$151K -$359K -7,459 -70%
Citigroup
210
Citigroup
New York
$136K +$21.6K +450 +19%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$124K
S
212
SignatureFD
Georgia
$91K +$91K +1,897 New
BHWM
213
Bay Harbor Wealth Management
Maryland
$83K -$88.1K -1,835 -52%
AWA
214
Arkadios Wealth Advisors
Georgia
$79K +$14.3K +300 +22%
SB
215
Strategic Blueprint
Georgia
$75K +$75K +1,566 New
FHA
216
First Horizon Advisors
Tennessee
$73K +$431 +9 +0.6%
HWA
217
HHM Wealth Advisors
Tennessee
$67K
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$4.4K +91 +7%
BEI
219
Benjamin Edwards Inc
Missouri
$55K +$41.4K +864 +303%
GFPC
220
Global Financial Private Client
Florida
$54.5K
AAP
221
Arax Advisory Partners
Colorado
$53K +$53K +1,113 New
US Bancorp
222
US Bancorp
Minnesota
$52K
PMFA
223
Plante Moran Financial Advisors
Michigan
$50K
SFA
224
Semmax Financial Advisors
North Carolina
$45K
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$37K +$5.02K +104 +16%