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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
$184M
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
$12.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
Morgan Stanley
New York
$263M
3
VCM
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
Bank of America
North Carolina
$97.4M
5
UBS Group
UBS Group
Switzerland
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
201
Aveo Capital Partners
Colorado
$585K +$305K +6,829 +109%
CWA
202
Clarus Wealth Advisors
Arizona
$580K +$65.3K +1,437 +13%
LNC
203
Lincoln National Corp
Pennsylvania
$566K +$69.2K +1,552 +14%
FH
204
FWG Holdings
Florida
$558K +$217K +4,860 +63%
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$551K – – –
ACM
206
AlphaStar Capital Management
North Carolina
$547K -$10.9K -145 -2%
CAM
207
Cozad Asset Management
Illinois
$547K -$36.9K -828 -6%
BFA
208
Beaumont Financial Advisors
Massachusetts
$545K +$136K +3,042 +33%
PFA
209
Plotkin Financial Advisors
Maryland
$544K -$10.7K -241 -2%
FA
210
Faithward Advisors
Pennsylvania
$540K -$19.9K -446 -4%
ACI
211
Alpha Cubed Investments
California
$538K – – –
LS
212
Leelyn Smith
Illinois
$535K +$535K +11,997 New
SCP
213
Shorepoint Capital Partners
Massachusetts
$530K +$530K +11,886 New
PTC
214
Private Trust Company
Ohio
$528K +$139K +3,115 +36%
RJT
215
Raymond James Trust
Florida
$527K -$686K -15,385 -57%
GAA
216
Global Assets Advisory
Florida
$521K -$1.07K -24 -0.2%
GC
217
Grimes & Company
Massachusetts
$520K +$520K +11,670 New
SXL
218
Summit X LLC
Missouri
$519K -$443K -10,042 -46%
LWAC
219
Laurel Wealth Advisors (California)
California
$498K -$149K -3,339 -23%
SB
220
Strategic Blueprint
Georgia
$486K +$18.4K +413 +4%
NDSI
221
Newman Dignan & Sheerar Inc
Rhode Island
$485K -$120K -2,684 -20%
VIM
222
Vista Investment Management
Pennsylvania
$481K +$270K +6,066 +129%
CAL
223
Capital Analysts LLC
Pennsylvania
$471K -$523K -11,723 -53%
FA
224
Flagstar Advisors
New York
$467K +$7.54K +169 +2%
OPS
225
Orion Portfolio Solutions
Nebraska
$464K -$2.99K -67 -0.6%
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9
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