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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

243 hedge funds and large institutions have $1.63B invested in First Trust Senior Loan Fund ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
42
Increased
139
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$298M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$43.2M
3
UBS Group
3
UBS Group
Switzerland
$74M
4
RCIM
4
Red Cedar Investment Management
Michigan
$23.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$74.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.69M
2
FPGK
2
Financial Partners Group (Kansas)
Kansas
$658K
3
OMC
3
Old Mission Capital
Illinois
$0
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
AFA
5
American Financial Advisors
Georgia
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$298M 6,200,354 +1,973,435 +47%
Wells Fargo
2
Wells Fargo
California
$88.9M 1,852,189 +60,339 +3%
Bank of America
3
Bank of America
North Carolina
$82.2M 1,711,864 +123,775 +8%
First Trust Advisors
4
First Trust Advisors
Illinois
$74.1M 1,543,385 +479,732 +45%
UBS Group
5
UBS Group
Switzerland
$74M 1,541,929 +572,202 +59%
LPL Financial
6
LPL Financial
California
$59.3M 1,236,064 +372,141 +43%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$54.2M 1,128,210 +209,784 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$44.1M 919,323 +340,120 +59%
State of Tennessee, Department of Treasury
9
State of Tennessee, Department of Treasury
Tennessee
$43.2M 900,800 +900,800 New
RJA
10
Raymond James & Associates
Florida
$33.3M 693,624 +15,882 +2%
BFG
11
Beacon Financial Group
Texas
$30.5M 1,256,794 +283,714 +29%
RCIM
12
Red Cedar Investment Management
Michigan
$23.3M 484,508 +484,508 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$22.7M 472,149 +130,091 +38%
FAM
14
Flaharty Asset Management
Florida
$22.4M 467,592 +54,165 +13%
WF
15
Welch & Forbes
Massachusetts
$22.3M 464,091 +47,371 +11%
Truist Financial
16
Truist Financial
North Carolina
$20.8M 432,565 +287,771 +199%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.7M 410,572 -11,979 -3%
AIM
18
Astor Investment Management
Illinois
$18.6M 386,391 +16,066 +4%
OCM
19
One Capital Management
California
$18.3M 382,020 +382,020 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$17.9M 372,769 +325,230 +684%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$17.3M 359,866 +57,144 +19%
Barclays
22
Barclays
United Kingdom
$17.1M 356,623 +117,647 +49%
Stifel Financial
23
Stifel Financial
Missouri
$16.6M 345,463 +17,750 +5%
MA
24
MJP Associates
Connecticut
$16.4M 341,441 +15,970 +5%
B
25
Bailard
California
$16.1M 335,979 +335,979 New
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