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First Trust Senior Loan Fund ETF

297 hedge funds and large institutions have $1.51B invested in First Trust Senior Loan Fund ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 33 closing their positions.

Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.35%
New
33
Increased
116
Reduced
118
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$182M 3,968,389 -76,106 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$116M 2,535,491 -434,643 -15%
Bank of America
3
Bank of America
North Carolina
$95.6M 2,089,722 -123,771 -6%
LPL Financial
4
LPL Financial
California
$74.7M 1,632,286 +50,250 +3%
Wells Fargo
5
Wells Fargo
California
$66.7M 1,458,847 +37,310 +3%
UBS Group
6
UBS Group
Switzerland
$61.5M 1,344,938 +24,208 +2%
OCM
7
One Capital Management
California
$44.9M 981,470 +205,280 +26%
WWM
8
Wagner Wealth Management
South Carolina
$43.7M 955,642 +60,408 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$42M 917,276 +301,923 +49%
FAM
10
Flaharty Asset Management
Florida
$35.7M 780,698 +28,072 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$33M 722,206 +49,087 +7%
First Trust Advisors
12
First Trust Advisors
Illinois
$30.6M 667,674 -32,598 -5%
RJA
13
Raymond James & Associates
Florida
$26.6M 581,733 +25,418 +5%
WF
14
Welch & Forbes
Massachusetts
$26.3M 575,154 +32,850 +6%
Stifel Financial
15
Stifel Financial
Missouri
$20.8M 454,379 -39,808 -8%
TPW
16
TL Private Wealth
Texas
$20.4M 444,839 +11,783 +3%
TC
17
Telemus Capital
Michigan
$19.8M 431,967 -7,189 -2%
VCM
18
Virtue Capital Management
Tennessee
$16.1M 355,550
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$15.8M 345,008 +32,767 +10%
KAS
20
Kestra Advisory Services
Texas
$15.4M 336,864 +24,405 +8%
CWP
21
Cyndeo Wealth Partners
Florida
$15.3M 335,459 +6,232 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$14.7M 322,415 +118,812 +58%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$14.2M 309,857 +149,556 +93%
OPAM
24
Ocean Park Asset Management
California
$11.4M 249,700 +249,700 New
SAM
25
Synergy Asset Management
Washington
$9.94M 217,353 +217,353 New