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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

332 hedge funds and large institutions have $3.94B invested in First Trust Senior Loan Fund ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.44%
New
45
Increased
110
Reduced
145
Closed
32
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$254K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$184M
2
FTUS
2
Flow Traders U.S.
New York
$12.6M
3
AssetMark Inc
3
AssetMark Inc
California
$11.7M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M
5
AWM
5
AE Wealth Management
Kansas
$12.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.03B
2
Morgan Stanley
2
Morgan Stanley
New York
$263M
3
VCM
3
Virtue Capital Management
Tennessee
$44.3M
4
Bank of America
4
Bank of America
North Carolina
$97.4M
5
UBS Group
5
UBS Group
Switzerland
$68.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$2.03B 45,537 -299,912 -87%
Morgan Stanley
2
Morgan Stanley
New York
$263M 5,903,184 -1,238,409 -17%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$184M 4,117,449 +785,452 +24%
Wells Fargo
4
Wells Fargo
California
$114M 2,556,021 -300,848 -11%
Bank of America
5
Bank of America
North Carolina
$97.4M 2,184,682 -482,374 -18%
LPL Financial
6
LPL Financial
California
$87.5M 1,962,064 -46,138 -2%
UBS Group
7
UBS Group
Switzerland
$68.9M 1,546,193 -395,482 -20%
VCM
8
Virtue Capital Management
Tennessee
$44.3M 993,303 -737,783 -43%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$34.4M 772,301 -93,249 -11%
RJA
10
Raymond James & Associates
Florida
$33.9M 759,211 -113,981 -13%
FAM
11
Flaharty Asset Management
Florida
$32.3M 724,298 +11,430 +2%
First Trust Advisors
12
First Trust Advisors
Illinois
$31.9M 716,711 -34,697 -5%
OCM
13
One Capital Management
California
$26.1M 585,367 +67,991 +13%
Stifel Financial
14
Stifel Financial
Missouri
$23.5M 526,726 -37,714 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$23.4M 524,163 -60,971 -10%
EWP
16
Engrave Wealth Partners
Texas
$21.4M 468,099 -3,424 -0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$21M 471,341 -54,080 -10%
WF
18
Welch & Forbes
Massachusetts
$20.3M 454,201 -120,124 -21%
TC
19
Telemus Capital
Michigan
$18.9M 416,403 -6,549 -2%
TPW
20
TL Private Wealth
Texas
$18.6M 408,509 -38,468 -9%
TWM
21
Tanager Wealth Management
United Kingdom
$17.9M 400,480 +145,344 +57%
CAG
22
Csenge Advisory Group
Florida
$17.6M 395,103 +102,381 +35%
WWM
23
Wagner Wealth Management
South Carolina
$17.3M 388,218 +173,602 +81%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$15.4M 345,121 -177,704 -34%
BFG
25
Beacon Financial Group
Texas
$14.9M 663,208 -706,544 -52%
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