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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

260 hedge funds and large institutions have $1.88B invested in First Trust Senior Loan Fund ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 52 reducing their positions, and 10 closing their positions.

Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
30
Increased
156
Reduced
52
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$332M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$68.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$69.6M
4
LPL Financial
4
LPL Financial
California
$73.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$88M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$10.7M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$14.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.34M
4
Jane Street
4
Jane Street
New York
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$332M 6,937,881 +737,527 +12%
Wells Fargo
2
Wells Fargo
California
$102M 2,127,656 +275,467 +15%
Bank of America
3
Bank of America
North Carolina
$91.2M 1,906,829 +194,965 +11%
First Trust Advisors
4
First Trust Advisors
Illinois
$88M 1,838,722 +295,337 +19%
UBS Group
5
UBS Group
Switzerland
$77.2M 1,614,124 +72,195 +5%
LPL Financial
6
LPL Financial
California
$73.9M 1,545,214 +309,150 +25%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$69.6M 1,454,564 +326,354 +29%
State of Tennessee, Department of Treasury
8
State of Tennessee, Department of Treasury
Tennessee
$68.7M 1,435,700 +534,900 +59%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$46M 961,136 +41,813 +5%
RJA
10
Raymond James & Associates
Florida
$36.2M 757,539 +63,915 +9%
BFG
11
Beacon Financial Group
Texas
$31.1M 1,287,451 +30,657 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$27.5M 574,293 +163,721 +40%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$26.2M 547,623 +75,474 +16%
FAM
14
Flaharty Asset Management
Florida
$25.4M 530,363 +62,771 +13%
WF
15
Welch & Forbes
Massachusetts
$25.2M 526,868 +62,777 +14%
RCIM
16
Red Cedar Investment Management
Michigan
$23.4M 487,977 +3,469 +0.7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.7M 452,936 +80,167 +22%
EWP
18
Engrave Wealth Partners
Texas
$21.3M 445,077 +273,059 +159%
TC
19
Telemus Capital
Michigan
$20.1M 420,971 +177,327 +73%
OCM
20
One Capital Management
California
$20M 417,659 +35,639 +9%
Stifel Financial
21
Stifel Financial
Missouri
$19.7M 412,418 +66,955 +19%
Truist Financial
22
Truist Financial
North Carolina
$19.2M 401,323 -31,242 -7%
AIM
23
Astor Investment Management
Illinois
$17.9M 374,487 -11,904 -3%
B
24
Bailard
California
$17.4M 363,761 +27,782 +8%
MA
25
MJP Associates
Connecticut
$16.5M 344,376 +2,935 +0.9%
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