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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

323 hedge funds and large institutions have $1.82B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 129 reducing their positions, and 17 closing their positions.

Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.74%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
129
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$327M
2
Jane Street
2
Jane Street
New York
$64.5M
3
Bank of America
3
Bank of America
North Carolina
$156M
4
LPL Financial
4
LPL Financial
California
$106M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$23M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$97.8M
2
Wells Fargo
2
Wells Fargo
California
$55.6M
3
OPAM
3
Ocean Park Asset Management
California
$0
4
SAM
4
Synergy Asset Management
Washington
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$32.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$327M 7,104,066 +3,135,677 +79%
Bank of America
2
Bank of America
North Carolina
$156M 3,379,065 +1,289,343 +62%
LPL Financial
3
LPL Financial
California
$106M 2,307,407 +675,121 +41%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$97.8M 2,122,058 -413,433 -16%
Jane Street
5
Jane Street
New York
$64.5M 1,400,069 +1,383,856 +8,535%
UBS Group
6
UBS Group
Switzerland
$63.3M 1,374,490 +29,552 +2%
Wells Fargo
7
Wells Fargo
California
$55.6M 1,205,951 -252,896 -17%
WWM
8
Wagner Wealth Management
South Carolina
$50.9M 1,103,873 +148,231 +16%
OCM
9
One Capital Management
California
$50.5M 1,095,327 +113,857 +12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$42.4M 921,265 +199,059 +28%
FAM
11
Flaharty Asset Management
Florida
$36.1M 782,856 +2,158 +0.3%
Osaic Holdings
12
Osaic Holdings
Arizona
$32.7M 709,729 -207,547 -23%
First Trust Advisors
13
First Trust Advisors
Illinois
$30.8M 668,282 +608 +0.1%
WF
14
Welch & Forbes
Massachusetts
$26M 564,207 -10,947 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$23M 499,900 +325,756 +187%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$23M 499,123 +154,115 +45%
RJA
17
Raymond James & Associates
Florida
$22.2M 482,451 -99,282 -17%
TC
18
Telemus Capital
Michigan
$20.7M 450,223 +18,256 +4%
TPW
19
TL Private Wealth
Texas
$20.4M 443,187 -1,652 -0.4%
VCM
20
Virtue Capital Management
Tennessee
$18.6M 402,891 +47,341 +13%
Stifel Financial
21
Stifel Financial
Missouri
$17.5M 380,714 -73,665 -16%
KAS
22
Kestra Advisory Services
Texas
$16M 347,996 +11,132 +3%
CWP
23
Cyndeo Wealth Partners
Florida
$15.3M 331,427 -4,032 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$13.5M 292,539 -29,876 -9%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$13.2M 287,502 +74,921 +35%
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