FTSL icon

First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

352 hedge funds and large institutions have $2.62B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
4.69%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
142
Reduced
104
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.02B
2
Morgan Stanley
Morgan Stanley
New York
$210M
3
LPL Financial
LPL Financial
California
$88.8M
4
OPAM
Ocean Park Asset Management
California
$13.7M
5
IWC
Integrated Wealth Concepts
Massachusetts
$9.48M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$376K
2
Truist Financial
Truist Financial
North Carolina
$3.29M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
226
Kingswood Wealth Advisors
California
$389K +$15.5K +335 +4%
BMC
227
Beaton Management Company
Massachusetts
$388K +$388K +8,400 New
AWM
228
Apollon Wealth Management
South Carolina
$387K -$150K -3,234 -28%
IAIM
229
International Assets Investment Management
Florida
$376K -$15.3M -331,651 -98%
BCA
230
Bay Colony Advisors
Massachusetts
$364K -$7.08K -153 -2%
GWM
231
Gray Wealth Management
Maine
$362K +$39.1K +846 +12%
WS
232
Wedbush Securities
California
$361K +$7.58K +164 +2%
AAP
233
Arax Advisory Partners
Colorado
$358K +$125K +2,698 +53%
WCFA
234
Walkner Condon Financial Advisors
Wisconsin
$355K -$121K -2,626 -25%
CAG
235
Csenge Advisory Group
Florida
$352K +$40.8K +882 +13%
DFG
236
Delta Financial Group
New Jersey
$352K – – –
BAM
237
Belpointe Asset Management
Nevada
$340K +$3.68K +80 +1%
CCM
238
Chiron Capital Management
Florida
$336K +$46.2K +1,000 +16%
PA
239
PFG Advisors
Arizona
$335K -$555 -12 -0.2%
MCM
240
Mainstay Capital Management
Michigan
$333K +$22.8K +493 +7%
CFD
241
Creative Financial Designs
Indiana
$331K +$17.5K +378 +6%
IA
242
IFG Advisory
Georgia
$329K +$329K +7,117 New
ATC
243
Argent Trust Co
Tennessee
$324K – – –
CAP
244
Columbia Advisory Partners
Washington
$323K – – –
PWS
245
Proactive Wealth Strategies
Georgia
$310K +$5.59K +121 +2%
CWM
246
Congress Wealth Management
Massachusetts
$305K -$1.85K -40 -0.6%
AI
247
Atria Investments
North Carolina
$305K -$23K -497 -7%
WCM
248
Winebrenner Capital Management
Kentucky
$305K +$305K +6,591 New
WWA
249
Wealth Watch Advisors
Colorado
$303K +$303K +6,553 New
SEP
250
Southland Equity Partners
Missouri
$296K -$4.76K -103 -2%
8 9
10
11 12