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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

220 hedge funds and large institutions have $1.16B invested in First Trust Senior Loan Fund ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
220
Holders Change
+27
Holders Change %
+13.99%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
42
Increased
114
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Wells Fargo
2
Wells Fargo
California
$85.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$50.9M
4
Bank of America
4
Bank of America
North Carolina
$76.1M
5
BFG
5
Beacon Financial Group
Texas
$24.4M

Top Sellers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$0
2
AFA
2
American Financial Advisors
Georgia
$5.09M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AO
4
Advisor OS
Illinois
$2.23M
5
GIA
5
Gladstone Institutional Advisory
Florida
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$202M 4,226,919 +1,117,060 +36%
Wells Fargo
2
Wells Fargo
California
$85.8M 1,791,850 +954,439 +114%
Bank of America
3
Bank of America
North Carolina
$76.1M 1,588,089 +579,339 +57%
First Trust Advisors
4
First Trust Advisors
Illinois
$50.9M 1,063,653 +670,034 +170%
UBS Group
5
UBS Group
Switzerland
$46.4M 969,727 +246,488 +34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$44M 918,426 +359,286 +64%
LPL Financial
7
LPL Financial
California
$41.4M 863,923 +211,676 +32%
RJA
8
Raymond James & Associates
Florida
$32.5M 677,742 +319,199 +89%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$27.7M 579,203 +408,446 +239%
BFG
10
Beacon Financial Group
Texas
$24.4M 973,080 +813,651 +510%
Osaic Holdings
11
Osaic Holdings
Arizona
$20.2M 422,551 +190,698 +82%
Jane Street
12
Jane Street
New York
$20.2M 421,974 +285,465 +209%
WF
13
Welch & Forbes
Massachusetts
$20M 416,720 +35,493 +9%
FAM
14
Flaharty Asset Management
Florida
$19.8M 413,427 +20,003 +5%
AIM
15
Astor Investment Management
Illinois
$17.7M 370,325 +370,047 +133,110%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$16.4M 342,058 +124,926 +58%
Stifel Financial
17
Stifel Financial
Missouri
$15.7M 327,713 +189,499 +137%
MA
18
MJP Associates
Connecticut
$15.6M 325,471 +120,154 +59%
AWA
19
Arete Wealth Advisors
Illinois
$14.9M 311,859 +131,867 +73%
MAP
20
Milestone Advisory Partners
North Carolina
$14.7M 307,873 +2,907 +1%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$14.5M 302,722 +89,360 +42%
CAG
22
Csenge Advisory Group
Florida
$12.8M 265,530 +57,165 +27%
KAS
23
Kestra Advisory Services
Texas
$12.2M 254,497 +196,809 +341%
Barclays
24
Barclays
United Kingdom
$11.4M 238,976 +238,976 New
TC
25
Telemus Capital
Michigan
$11.3M 235,853 +10,041 +4%
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