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First Trust Senior Loan Fund ETF

321 hedge funds and large institutions have $2.07B invested in First Trust Senior Loan Fund ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 146 reducing their positions, and 37 closing their positions.

Holders
321
Holders Change
-5
Holders Change %
-1.53%
% of All Funds
5.55%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.5%
New
33
Increased
112
Reduced
146
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$315M 7,141,593 -592,064 -8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$147M 3,331,997 +468,266 +16%
Wells Fargo
3
Wells Fargo
California
$126M 2,856,869 -1,190,847 -29%
Bank of America
4
Bank of America
North Carolina
$118M 2,667,056 -379,839 -12%
LPL Financial
5
LPL Financial
California
$88.5M 2,008,202 -185,552 -8%
UBS Group
6
UBS Group
Switzerland
$85.6M 1,941,675 -520,325 -21%
VCM
7
Virtue Capital Management
Tennessee
$76.3M 1,731,086 -303,559 -15%
RJA
8
Raymond James & Associates
Florida
$38.5M 873,192 -65,088 -7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$38.1M 865,550 +12,656 +1%
First Trust Advisors
10
First Trust Advisors
Illinois
$33.1M 751,408 -109,625 -13%
FAM
11
Flaharty Asset Management
Florida
$31.4M 712,868 +38,481 +6%
Jane Street
12
Jane Street
New York
$28.9M 655,149 +482,697 +280%
BFG
13
Beacon Financial Group
Texas
$26.6M 1,369,752 +17,534 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$25.8M 585,134 -249,474 -30%
WF
15
Welch & Forbes
Massachusetts
$25.3M 574,325 +25,130 +5%
Stifel Financial
16
Stifel Financial
Missouri
$24.9M 564,440 -156,236 -22%
JIP
17
Jaffetilchin Investment Partners
Florida
$23.4M 531,720 +54,551 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$23.2M 525,421 -283,329 -35%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$23M 522,825 -188,813 -27%
OCM
20
One Capital Management
California
$22.8M 517,376 +41,923 +9%
EWP
21
Engrave Wealth Partners
Texas
$20.8M 471,523 -264 -0.1%
TPW
22
TL Private Wealth
Texas
$19.9M 446,977 -7,670 -2%
UCFA
23
United Capital Financial Advisors
Texas
$19.2M 436,045 -156,916 -26%
TC
24
Telemus Capital
Michigan
$18.6M 422,952 +13,797 +3%
Truist Financial
25
Truist Financial
North Carolina
$18.5M 420,368 +102,098 +32%