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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

260 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
156
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$68.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$69.6M
4
LPL Financial
4
LPL Financial
California
$73.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$88M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$10.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$14.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.34M
4
Jane Street
4
Jane Street
New York
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
201
Jacobi Capital Management
Pennsylvania
$318K +$117K +2,437 +58%
BFS
202
Bickling Financial Services
Massachusetts
$311K +$2.58K +54 +0.8%
DWT
203
Dorsey & Whitney Trust
South Dakota
$306K +$239 +5 +0.1%
RJT
204
Raymond James Trust
Florida
$301K – – –
WI
205
Wintrust Investments
Illinois
$277K -$71.6K -1,496 -21%
HIA
206
Harbor Investment Advisory
Maryland
$273K – – –
BCM
207
Breiter Capital Management
Florida
$272K +$272K +5,680 New
DAS
208
Dynamic Advisor Solutions
Arizona
$265K +$265K +5,548 New
IF
209
Intrua Financial
Texas
$264K +$264K +5,524 New
AIC
210
Archer Investment Corporation
Indiana
$261K +$70.9K +1,482 +37%
PMG
211
ProVise Management Group
Florida
$259K +$6.28K +131 +2%
EDRH
212
Edmond de Rothschild Holding
Switzerland
$258K – – –
BAS
213
Brown Advisory Securities
Maryland
$253K – – –
SFPG
214
Stonebridge Financial Planning Group
Florida
$249K +$96.7K +2,018 +63%
BFA
215
Beaumont Financial Advisors
Massachusetts
$248K – – –
FVWA
216
Foster Victor Wealth Advisors
South Carolina
$247K +$247K +5,166 New
NWS
217
Newport Wealth Strategies
California
$245K – – –
KFC
218
Klingenstein Fields & Co
New York
$239K – – –
CIBC World Market
219
CIBC World Market
Ontario, Canada
$237K +$2.63K +55 +1%
HWA
220
HHM Wealth Advisors
Tennessee
$230K +$163K +3,409 +244%
RIA
221
Realta Investment Advisors
Delaware
$230K +$230K +4,816 New
CAL
222
Capital Analysts LLC
Pennsylvania
$221K -$239 -5 -0.1%
TCA
223
Transcend Capital Advisors
New Jersey
$217K +$217K +4,524 New
W
224
WealthOne
New York
$210K +$1.25K +26 +0.6%
LAS
225
Lloyd Advisory Services
Georgia
$186K -$2.68K -56 -1%
7 8
9
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