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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

315 hedge funds and large institutions have $1.56B invested in First Trust Senior Loan Fund ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 136 reducing their positions, and 30 closing their positions.

Holders
315
Holders Change
-8
Holders Change %
-2.48%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
122
Reduced
136
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$43.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.9M
4
GAA
4
Global Assets Advisory
Florida
$10.3M
5
OCM
5
One Capital Management
California
$60.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
Bank of America
2
Bank of America
North Carolina
$90.6M
3
Jane Street
3
Jane Street
New York
$7.52M
4
WWM
4
Wagner Wealth Management
South Carolina
$2.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$88.7M
Name Market Value Shares Shares
Change 		Shares
Change %
1W
226
1776 Wealth
Georgia
$323K 6,986 – –
SEP
227
Southland Equity Partners
Missouri
$319K 6,897 -2,675 -28%
PA
228
PFG Advisors
Arizona
$316K 6,828 +98 +1%
LSA
229
Lion Street Advisors
Texas
$314K 6,813 – –
GC
230
Grimes & Company
Massachusetts
$312K 6,752 -1 -0%
JSL
231
JT Stratford LLC
Georgia
$307K 6,654 +6,654 New
FAIM
232
Financial Advocates Investment Management
Washington
$307K 6,594 +2,109 +47%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$303K 6,567 -20,574 -76%
PIA
234
Perennial Investment Advisors
California
$301K 6,515 -53 -0.8%
WI
235
Wintrust Investments
Illinois
$292K 6,321 +114 +2%
CCM
236
Chiron Capital Management
Florida
$290K 6,277 -803 -11%
SFG
237
SevenBridge Financial Group
Pennsylvania
$288K 6,244 -6,097 -49%
IWC
238
Integrated Wealth Concepts
Massachusetts
$282K 6,093 -1,756 -22%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$279K 6,044 -14 -0.2%
HH
240
Hilltop Holdings
Texas
$278K 6,027 -1,193 -17%
SWP
241
Summit Wealth Partners
Florida
$270K 5,849 -652 -10%
AWA
242
Acorn Wealth Advisors
Michigan
$269K 5,817 -250 -4%
MOS
243
MGO One Seven
Ohio
$258K 5,575 -2,174 -28%
AO
244
Advisor OS
Illinois
$249K 5,386 -158 -3%
PIA
245
Pinion Investment Advisors
Kansas
$246K 5,329 -3,872 -42%
CA
246
Continuum Advisory
Idaho
$246K 5,311 -608 -10%
AA
247
Apriem Advisors
California
$245K 5,300 +5,300 New
WC
248
Waterloo Capital
Texas
$242K 5,245 -2,011 -28%
LFAS
249
Level Four Advisory Services
Texas
$241K 5,242 +5 +0.1%
JCM
250
Jacobi Capital Management
Pennsylvania
$241K 5,224 +28 +0.5%
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