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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 %
HF
251
HRT Financial
New York
$236K 5,126 +5,126 New
BJL
252
Brighton Jones LLC
Washington
$231K 4,999 +29 +0.6%
FLI
253
Family Legacy Inc
South Carolina
$228K 4,941 -632 -11%
PWM
254
Perigon Wealth Management
California
$227K 4,904 +4,904 New
RFS
255
Richardson Financial Services
Massachusetts
$225K 4,871 – –
CF
256
Centaurus Financial
California
$222K 4,796 -662 -12%
SFPG
257
Stonebridge Financial Planning Group
Florida
$214K 4,635 -1,067 -19%
FCA
258
FLC Capital Advisors
California
$207K 4,480 +4,480 New
SIM
259
Seaview Investment Managers
Florida
$204K 4,413 +4,413 New
AF
260
Allworth Financial
California
$204K 4,411 +1,000 +29%
LI
261
LVZ Inc
Michigan
$200K 4,338 +4,338 New
OFS
262
OneAscent Financial Services
Alabama
$200K 4,323 -712 -14%
ACM
263
Anfield Capital Management
California
$186K 4,017 -12,954 -76%
SWM
264
Spire Wealth Management
Virginia
$178K 3,856 -410 -10%
AAP
265
Arax Advisory Partners
Colorado
$175K 3,784 +2,508 +197%
GRP
266
Global Retirement Partners
California
$172K 3,720 -1,221 -25%
NS
267
NBC Securities
Alabama
$157K 3,404 +39 +1%
US Bancorp
268
US Bancorp
Minnesota
$157K 3,397 +1,109 +48%
LFASL
269
Lugano Financial Advisors SA (LFA)
Switzerland
$151K 3,270 +3,270 New
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
$142K 3,074 -789 -20%
GM
271
GeoWealth Management
Illinois
$115K 2,496 +242 +11%
CWM
272
Consultiva Wealth Management
Puerto Rico
$100K 2,173 +2,173 New
HGERS
273
Householder Group Estate & Retirement Specialist
Arizona
$90.8K 1,964 +1,964 New
CA
274
CoreCap Advisors
Michigan
$87.1K 1,884 +1,884 New
SS
275
Sunbelt Securities
Texas
$69K 1,494 -432 -22%
9 10
11
12 13