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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

310 hedge funds and large institutions have $1.7B invested in First Trust Senior Loan Fund ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 147 reducing their positions, and 46 closing their positions.

Holders
310
Holders Change
-22
Holders Change %
-6.63%
% of All Funds
4.96%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.37%
New
30
Increased
110
Reduced
147
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wagner Wealth Management
South Carolina
$31.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$18.7M
3
Jane Street
3
Jane Street
New York
$19.6M
4
CWP
4
Cyndeo Wealth Partners
Florida
$14.3M
5
NP
5
Nilsine Partners
Colorado
$6.24M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Wells Fargo
2
Wells Fargo
California
$91.1M
3
EWP
3
Engrave Wealth Partners
Texas
$248K
4
FTUS
4
Flow Traders U.S.
New York
$324K
5
MAP
5
Milestone Advisory Partners
North Carolina
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$219M 4,849,634 -1,053,550 -18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$183M 4,041,000 -76,449 -2%
Bank of America
3
Bank of America
North Carolina
$102M 2,255,547 +70,865 +3%
Wells Fargo
4
Wells Fargo
California
$91.1M 2,013,395 -542,626 -21%
LPL Financial
5
LPL Financial
California
$78.8M 1,740,752 -221,312 -11%
UBS Group
6
UBS Group
Switzerland
$58.2M 1,286,374 -259,819 -17%
VCM
7
Virtue Capital Management
Tennessee
$42M 932,819 -60,484 -6%
RJA
8
Raymond James & Associates
Florida
$35.6M 786,845 +27,634 +4%
FAM
9
Flaharty Asset Management
Florida
$33.1M 731,804 +7,506 +1%
First Trust Advisors
10
First Trust Advisors
Illinois
$32.1M 709,480 -7,231 -1%
WWM
11
Wagner Wealth Management
South Carolina
$31.9M 705,942 +317,724 +82%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$29.8M 659,287 -113,014 -15%
Osaic Holdings
13
Osaic Holdings
Arizona
$28.3M 625,783 +101,620 +19%
OCM
14
One Capital Management
California
$26.1M 577,108 -8,259 -1%
Stifel Financial
15
Stifel Financial
Missouri
$25.3M 558,179 +31,453 +6%
WF
16
Welch & Forbes
Massachusetts
$22.9M 506,233 +52,032 +11%
CAG
17
Csenge Advisory Group
Florida
$20.5M 453,650 +58,547 +15%
Jane Street
18
Jane Street
New York
$19.6M 432,706 +155,362 +56%
TC
19
Telemus Capital
Michigan
$19.3M 426,802 +10,399 +2%
TPW
20
TL Private Wealth
Texas
$19.3M 425,636 +17,127 +4%
Renaissance Technologies
21
Renaissance Technologies
New York
$18.7M 413,708 +179,108 +76%
TWM
22
Tanager Wealth Management
United Kingdom
$18.7M 413,136 +12,656 +3%
BFG
23
Beacon Financial Group
Texas
$14.6M 656,195 -7,013 -1%
CWP
24
Cyndeo Wealth Partners
Florida
$14.3M 316,326 +151,924 +92%
KAS
25
Kestra Advisory Services
Texas
$14.2M 314,942 -4,695 -1%
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