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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

307 hedge funds and large institutions have $2.22B invested in First Trust Senior Loan Fund ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
307
Holders Change
+47
Holders Change %
+18.08%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.34%
New
65
Increased
157
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
UCFA
3
United Capital Financial Advisors
Texas
$31.8M
4
LPL Financial
4
LPL Financial
California
$93.1M
5
Wells Fargo
5
Wells Fargo
California
$119M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$345K
2
Barclays
2
Barclays
United Kingdom
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.72M
4
HI
4
Harbour Investments
Wisconsin
$4.05M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$379M 7,912,740 +974,859 +14%
Wells Fargo
2
Wells Fargo
California
$119M 2,488,810 +361,154 +17%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$113M 2,350,986 +896,422 +62%
Bank of America
4
Bank of America
North Carolina
$108M 2,261,251 +354,422 +19%
First Trust Advisors
5
First Trust Advisors
Illinois
$103M 2,152,314 +313,592 +17%
LPL Financial
6
LPL Financial
California
$93.1M 1,943,000 +397,786 +26%
UBS Group
7
UBS Group
Switzerland
$87.3M 1,821,663 +207,539 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$51.1M 1,066,450 +105,314 +11%
RJA
9
Raymond James & Associates
Florida
$41.1M 858,652 +101,113 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$34.7M 724,230 +176,607 +32%
Osaic Holdings
11
Osaic Holdings
Arizona
$32.7M 681,941 +107,648 +19%
UCFA
12
United Capital Financial Advisors
Texas
$31.8M 664,328 +664,328 New
BFG
13
Beacon Financial Group
Texas
$30.1M 1,290,433 +2,982 +0.2%
FAM
14
Flaharty Asset Management
Florida
$28.2M 587,677 +57,314 +11%
WF
15
Welch & Forbes
Massachusetts
$27.5M 572,855 +45,987 +9%
Stifel Financial
16
Stifel Financial
Missouri
$26.8M 558,749 +146,331 +35%
Truist Financial
17
Truist Financial
North Carolina
$25.7M 536,231 +134,908 +34%
OCM
18
One Capital Management
California
$23.6M 492,607 +74,948 +18%
RCIM
19
Red Cedar Investment Management
Michigan
$23.5M 489,830 +1,853 +0.4%
DF
20
Donoghue Forlines
Massachusetts
$22.6M 472,320 +317,351 +205%
EWP
21
Engrave Wealth Partners
Texas
$22.6M 471,170 +26,093 +6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$22.1M 461,386 +8,450 +2%
TC
23
Telemus Capital
Michigan
$20.2M 422,539 +1,568 +0.4%
MAP
24
Milestone Advisory Partners
North Carolina
$19.2M 400,707 +85,215 +27%
AWM
25
AE Wealth Management
Kansas
$18.6M 387,560 +59,312 +18%
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