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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

320 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-10
Holders Change %
-3.03%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
30
Increased
117
Reduced
136
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.78M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.81M
3
OMC
Old Mission Capital
Illinois
$7.9M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
$6.44M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$179M
2
LPL Financial
LPL Financial
California
$71.1M
3
OCM
One Capital Management
California
$45.7M
4
KAS
Kestra Advisory Services
Texas
$3.81M
5
CCIA
Cherry Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Congress Wealth Management
Massachusetts
$305K -$1.47K -32 -0.5%
PCM
227
Presidio Capital Management
California
$303K -$7.99M -174,190 -96%
PWS
228
Proactive Wealth Strategies
Georgia
$302K +$302K +6,591 New
SEP
229
Southland Equity Partners
Missouri
$299K -$6.84K -149 -2%
AO
230
Advisor OS
Illinois
$297K -$275 -6 -0.1%
SFG
231
SevenBridge Financial Group
Pennsylvania
$290K – – –
HAC
232
Harbor Advisory Corp
New Hampshire
$289K +$289K +6,300 New
CCM
233
Chiron Capital Management
Florida
$288K – – –
LCGC
234
Legacy Capital Group California
California
$284K -$253K -5,513 -47%
AWA
235
Arkadios Wealth Advisors
Georgia
$282K +$282K +6,144 New
NB
236
NBT Bank
New York
$279K -$34.7K -757 -11%
CF
237
Centaurus Financial
California
$278K -$35.7K -778 -11%
MWM
238
Meridian Wealth Management
Kentucky
$277K -$73K -1,590 -21%
MWA
239
Merkkuri Wealth Advisors
New York
$266K +$16.4K +357 +7%
PTC
240
Private Trust Company
Ohio
$264K -$234K -5,103 -47%
SWP
241
Summit Wealth Partners
Florida
$261K – – –
LIG
242
Lokken Investment Group
Delaware
$261K -$5.49M -119,728 -95%
AWA
243
Acorn Wealth Advisors
Michigan
$257K -$3.9K -85 -1%
CW
244
CreativeOne Wealth
Kansas
$255K -$181K -3,939 -41%
PIA
245
Pinion Investment Advisors
Kansas
$245K – – –
PIA
246
Perennial Investment Advisors
California
$244K -$3.9K -85 -2%
SAM
247
Synergy Asset Management
Washington
$241K +$12.2K +266 +5%
JCM
248
Jacobi Capital Management
Pennsylvania
$238K +$4.41K +96 +2%
IWA
249
Inspirion Wealth Advisors
Illinois
$232K -$106K -2,311 -31%
AAP
250
Arax Advisory Partners
Colorado
$232K -$31.8K -692 -12%
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