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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

330 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.8%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$51.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$42M
3
Morgan Stanley
Morgan Stanley
New York
$213M
4
BCM
Brookstone Capital Management
Illinois
$7.64M
5
HTI
Hikari Tsushin Inc
Japan
$23.3M

Top Sellers

1
LPL Financial
LPL Financial
California
$97.8M
2
Renaissance Technologies
Renaissance Technologies
New York
$6.29M
3
GAA
Global Assets Advisory
Florida
$0
4
UBS Group
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Meridian Wealth Management
Kentucky
$348K +$348K +7,616 New
DFG
227
Delta Financial Group
New Jersey
$348K – – –
PA
228
PFG Advisors
Arizona
$345K +$32.4K +709 +10%
IWA
229
Inspirion Wealth Advisors
Illinois
$337K -$38.7K -846 -10%
FH
230
FWG Holdings
Florida
$330K -$261K -5,690 -44%
ATC
231
Argent Trust Co
Tennessee
$320K – – –
GWM
232
Gray Wealth Management
Maine
$319K -$3.66K -80 -1%
NB
233
NBT Bank
New York
$312K -$18.6K -406 -6%
CF
234
Centaurus Financial
California
$312K +$92.9K +2,035 +42%
MCM
235
Mainstay Capital Management
Michigan
$307K +$307K +6,719 New
CWM
236
Congress Wealth Management
Massachusetts
$305K +$305K +6,676 New
CAP
237
Columbia Advisory Partners
Washington
$305K -$28K -612 -8%
SEP
238
Southland Equity Partners
Missouri
$304K -$11K -240 -3%
PWM
239
Perigon Wealth Management
California
$302K +$77.9K +1,704 +35%
IWM
240
IHT Wealth Management
Illinois
$296K +$296K +6,484 New
AO
241
Advisor OS
Illinois
$296K +$49.7K +1,087 +20%
WI
242
Wintrust Investments
Illinois
$291K +$2.06K +45 +0.7%
IWC
243
Integrated Wealth Concepts
Massachusetts
$289K +$10.3K +225 +4%
CCM
244
Chiron Capital Management
Florida
$287K – – –
SFG
245
SevenBridge Financial Group
Pennsylvania
$285K – – –
IA
246
Insight Advisors
Pennsylvania
$283K -$45.7K -1,000 -14%
CFD
247
Creative Financial Designs
Indiana
$280K -$84.4K -1,846 -23%
SIM
248
Seaview Investment Managers
Florida
$272K +$70.1K +1,533 +35%
HH
249
Hilltop Holdings
Texas
$271K -$4.62K -101 -2%
BJL
250
Brighton Jones LLC
Washington
$270K +$41.2K +901 +18%
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