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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

298 hedge funds and large institutions have $1.53B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 141 reducing their positions, and 28 closing their positions.

Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.25%
New
18
Increased
107
Reduced
141
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$46.3M
2
OCM
2
One Capital Management
California
$35.2M
3
WWM
3
Wagner Wealth Management
South Carolina
$40.6M
4
AAMC
4
Asset Allocation & Management Company
Illinois
$6.45M
5
NA
5
NewEdge Advisors
Louisiana
$7.46M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$135M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$64.4M
4
VCM
4
Virtue Capital Management
Tennessee
$16.1M
5
BFG
5
Beacon Financial Group
Texas
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$183M 4,044,495 -805,139 -17%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$135M 2,970,134 -1,070,866 -27%
Bank of America
3
Bank of America
North Carolina
$100M 2,213,493 -42,054 -2%
LPL Financial
4
LPL Financial
California
$71.7M 1,582,036 -158,716 -9%
Wells Fargo
5
Wells Fargo
California
$64.4M 1,421,537 -591,858 -29%
UBS Group
6
UBS Group
Switzerland
$59.8M 1,320,730 +34,356 +3%
Jane Street
7
Jane Street
New York
$46.3M 1,022,486 +589,780 +136%
WWM
8
Wagner Wealth Management
South Carolina
$40.6M 895,234 +189,292 +27%
OCM
9
One Capital Management
California
$35.2M 776,190 +199,082 +34%
FAM
10
Flaharty Asset Management
Florida
$34.1M 752,626 +20,822 +3%
First Trust Advisors
11
First Trust Advisors
Illinois
$31.7M 700,272 -9,208 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$30.5M 673,119 +13,832 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$27.9M 615,353 -10,430 -2%
RJA
14
Raymond James & Associates
Florida
$25.2M 556,315 -230,530 -29%
WF
15
Welch & Forbes
Massachusetts
$24.6M 542,304 +36,071 +7%
Stifel Financial
16
Stifel Financial
Missouri
$22.4M 494,187 -63,992 -11%
TC
17
Telemus Capital
Michigan
$19.9M 439,156 +12,354 +3%
TPW
18
TL Private Wealth
Texas
$19.7M 433,056 +7,420 +2%
TWM
19
Tanager Wealth Management
United Kingdom
$17.7M 391,296 -21,840 -5%
VCM
20
Virtue Capital Management
Tennessee
$16.1M 355,550 -577,269 -62%
CWP
21
Cyndeo Wealth Partners
Florida
$14.9M 329,227 +12,901 +4%
KAS
22
Kestra Advisory Services
Texas
$14.2M 312,459 -2,483 -0.8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$14.1M 312,241 +1,377 +0.4%
BFG
24
Beacon Financial Group
Texas
$12.7M 281,095 -375,100 -57%
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$12.4M 273,415 +14,610 +6%
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