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First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $2.66B invested in First Trust Senior Loan Fund ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 82 reducing their positions, and 27 closing their positions.

Holders
331
Holders Change
+24
Holders Change %
+7.82%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.55%
New
53
Increased
168
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$426M 9,048,676 +1,135,936 +14%
Wells Fargo
2
Wells Fargo
California
$169M 3,597,023 +1,108,213 +45%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$143M 3,031,325 +680,339 +29%
Bank of America
4
Bank of America
North Carolina
$137M 2,913,864 +652,613 +29%
LPL Financial
5
LPL Financial
California
$123M 2,623,256 +680,256 +35%
UBS Group
6
UBS Group
Switzerland
$122M 2,592,314 +770,651 +42%
First Trust Advisors
7
First Trust Advisors
Illinois
$70.7M 1,502,833 -649,481 -30%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$48M 1,020,038 +295,808 +41%
RJA
9
Raymond James & Associates
Florida
$45.4M 965,907 +107,255 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$39.5M 842,667 +160,726 +24%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$37.1M 789,454 -276,996 -26%
Jane Street
12
Jane Street
New York
$34.1M 725,224 +725,224 New
TA
13
TruWealth Advisors
Louisiana
$33.4M 709,760 +544,056 +328%
UCFA
14
United Capital Financial Advisors
Texas
$30.7M 651,723 -12,605 -2%
FAM
15
Flaharty Asset Management
Florida
$30.4M 646,261 +58,584 +10%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$30.4M 645,834 +184,448 +40%
BFG
17
Beacon Financial Group
Texas
$29.6M 1,340,309 +49,876 +4%
WF
18
Welch & Forbes
Massachusetts
$28.8M 611,492 +38,637 +7%
Truist Financial
19
Truist Financial
North Carolina
$27.5M 584,589 +48,358 +9%
JIP
20
Jaffetilchin Investment Partners
Florida
$25.2M 556,200 +302,114 +119%
Stifel Financial
21
Stifel Financial
Missouri
$25M 531,410 -27,339 -5%
MA
22
MJP Associates
Connecticut
$24.9M 529,430 +177,678 +51%
OCM
23
One Capital Management
California
$24.9M 528,751 +36,144 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$23.3M 494,711 +314,404 +174%
AWA
25
Arete Wealth Advisors
Illinois
$23.2M 493,375 +153,229 +45%