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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 %
RJT
201
Raymond James Trust
Florida
$481K -$3.99K -88 -0.8%
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$475K +$475K +10,481 New
IWA
203
Inspirion Wealth Advisors
Illinois
$470K -$20.3K -449 -4%
CAL
204
Capital Analysts LLC
Pennsylvania
$453K +$9.52K +210 +2%
PIA
205
Pinion Investment Advisors
Kansas
$447K +$80.4K +1,774 +22%
SWM
206
Spire Wealth Management
Virginia
$440K -$128K -2,835 -23%
HAS
207
HBW Advisory Services
California
$436K +$18.5K +408 +4%
BFA
208
Beaumont Financial Advisors
Massachusetts
$433K – – –
JCM
209
Jacobi Capital Management
Pennsylvania
$424K +$7.93K +175 +2%
AWG
210
Altus Wealth Group
Colorado
$409K +$12.5K +275 +3%
CAP
211
Columbia Advisory Partners
Washington
$397K -$136 -3 -0%
CCM
212
Chiron Capital Management
Florida
$397K -$42.9K -947 -10%
PA
213
PFG Advisors
Arizona
$397K +$2.81K +62 +0.7%
CAS
214
Coppell Advisory Solutions
Texas
$390K -$943K -20,868 -71%
SWM
215
SeaCrest Wealth Management
New York
$372K – – –
CWA
216
Clarus Wealth Advisors
Arizona
$367K -$9.55K -211 -3%
IA
217
Insight Advisors
Pennsylvania
$355K -$5.93K -131 -2%
IP
218
Ignite Planners
California
$354K +$1.36K +30 +0.4%
GWM
219
Gray Wealth Management
Maine
$350K – – –
VIM
220
Vista Investment Management
Pennsylvania
$347K +$12.3K +271 +4%
PIA
221
Perennial Investment Advisors
California
$346K +$59.8K +1,320 +21%
SEP
222
Southland Equity Partners
Missouri
$343K -$17.9K -395 -5%
BW
223
Bison Wealth
Georgia
$337K +$337K +7,438 New
LCM
224
Lunt Capital Management
Utah
$333K +$333K +7,362 New
HH
225
Hilltop Holdings
Texas
$327K +$59.2K +1,306 +22%
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