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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

326 hedge funds and large institutions have $2.49B invested in First Trust Senior Loan Fund ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 36 closing their positions.

Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.51%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.66%
New
35
Increased
135
Reduced
128
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$89.7M
2
CW
2
Connectus Wealth
Ohio
$31.5M
3
BCP
3
Blue Chip Partners
Michigan
$25.6M
4
Wells Fargo
4
Wells Fargo
California
$179M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$341M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$38M
3
Jane Street
3
Jane Street
New York
$7.61M
4
LPL Financial
4
LPL Financial
California
$96.7M
5
Truist Financial
5
Truist Financial
North Carolina
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$341M 7,733,657 -1,315,019 -15%
Wells Fargo
2
Wells Fargo
California
$179M 4,047,716 +450,693 +13%
Bank of America
3
Bank of America
North Carolina
$134M 3,046,895 +133,031 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$126M 2,863,731 -167,594 -6%
UBS Group
5
UBS Group
Switzerland
$109M 2,462,000 -130,314 -5%
LPL Financial
6
LPL Financial
California
$96.7M 2,193,754 -429,502 -16%
VCM
7
Virtue Capital Management
Tennessee
$89.7M 2,034,645 +2,034,645 New
RJA
8
Raymond James & Associates
Florida
$41.4M 938,280 -27,627 -3%
First Trust Advisors
9
First Trust Advisors
Illinois
$38M 861,033 -641,800 -43%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$37.6M 852,894 -167,144 -16%
Osaic Holdings
11
Osaic Holdings
Arizona
$36.8M 834,608 -8,059 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$35.7M 808,750 +314,039 +63%
TA
13
TruWealth Advisors
Louisiana
$32.8M 743,422 +33,662 +5%
Stifel Financial
14
Stifel Financial
Missouri
$31.8M 720,676 +189,266 +36%
CW
15
Connectus Wealth
Ohio
$31.5M 714,078 +714,078 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$31.4M 711,638 -77,816 -10%
FAM
17
Flaharty Asset Management
Florida
$29.7M 674,387 +28,126 +4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$28.4M 643,239 -2,595 -0.4%
BFG
19
Beacon Financial Group
Texas
$27.3M 1,352,218 +11,909 +0.9%
UCFA
20
United Capital Financial Advisors
Texas
$26.2M 592,961 -58,762 -9%
BCP
21
Blue Chip Partners
Michigan
$25.6M 580,183 +580,183 New
MA
22
MJP Associates
Connecticut
$25.5M 578,216 +48,786 +9%
WF
23
Welch & Forbes
Massachusetts
$24.2M 549,195 -62,297 -10%
AWA
24
Arete Wealth Advisors
Illinois
$23.4M 531,445 +38,070 +8%
JIP
25
Jaffetilchin Investment Partners
Florida
$21M 477,169 -79,031 -14%
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