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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

193 hedge funds and large institutions have $778M invested in First Trust Senior Loan Fund ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
35
Increased
81
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.7M
3
AO
3
Advisor OS
Illinois
$14.6M
4
RA
4
RiverTree Advisors
Florida
$10.1M
5
MA
5
MJP Associates
Connecticut
$9.77M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.5M
2
BFA
2
Brendel Financial Advisors
New Hampshire
$0
3
Wells Fargo
3
Wells Fargo
California
$39.9M
4
GIA
4
Gladstone Institutional Advisory
Florida
$10.7M
5
CF
5
Centaurus Financial
California
$822K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$148M 3,109,859 +438,088 +16%
Bank of America
2
Bank of America
North Carolina
$48M 1,008,750 +58,281 +6%
Wells Fargo
3
Wells Fargo
California
$39.9M 837,411 -66,344 -7%
UBS Group
4
UBS Group
Switzerland
$34.4M 723,239 +15,418 +2%
LPL Financial
5
LPL Financial
California
$31M 652,247 +41,806 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.6M 559,140 +83,651 +18%
First Trust Advisors
7
First Trust Advisors
Illinois
$18.7M 393,619 +320,467 +438%
FAM
8
Flaharty Asset Management
Florida
$18.7M 393,424 -3,822 -1%
WF
9
Welch & Forbes
Massachusetts
$18.1M 381,227 +3,943 +1%
AFA
10
American Financial Advisors
Georgia
$17.5M 366,794 -29,963 -8%
RJA
11
Raymond James & Associates
Florida
$17.1M 358,543 -36,506 -9%
Ensign Peak Advisors
12
Ensign Peak Advisors
Utah
$14.6M 307,749 +16,949 +6%
AO
13
Advisor OS
Illinois
$14.6M 264,390 +264,390 New
MAP
14
Milestone Advisory Partners
North Carolina
$14.5M 304,966 +5,334 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$11.5M 241,754 +95,073 +65%
Osaic Holdings
16
Osaic Holdings
Arizona
$11M 231,853 +24,130 +12%
TC
17
Telemus Capital
Michigan
$10.7M 225,812 -6,922 -3%
GIA
18
Gladstone Institutional Advisory
Florida
$10.7M 224,829 -65,508 -23%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$10.3M 217,132 +66,414 +44%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$10.2M 213,362 -48,693 -19%
RA
21
RiverTree Advisors
Florida
$10.1M 211,533 +211,533 New
CAG
22
Csenge Advisory Group
Florida
$9.92M 208,365 +42,731 +26%
MA
23
MJP Associates
Connecticut
$9.77M 205,317 +205,317 New
HighTower Advisors
24
HighTower Advisors
Illinois
$8.61M 180,745 +2,196 +1%
AWA
25
Arete Wealth Advisors
Illinois
$8.57M 179,992 +168,713 +1,496%
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