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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$97.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.29M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
251
Arax Advisory Partners
Colorado
$262K +$89.5K +1,958 +52%
SWP
252
Summit Wealth Partners
Florida
$260K -$6.99K -153 -3%
AWA
253
Acorn Wealth Advisors
Michigan
$259K -$6.45K -141 -2%
MWA
254
Merkkuri Wealth Advisors
New York
$250K +$250K +5,442 New
PIA
255
Perennial Investment Advisors
California
$247K -$50.7K -1,109 -17%
PIA
256
Pinion Investment Advisors
Kansas
$244K – – –
GC
257
Grimes & Company
Massachusetts
$243K -$65.8K -1,439 -21%
JCM
258
Jacobi Capital Management
Pennsylvania
$232K -$6.4K -140 -3%
LI
259
LVZ Inc
Michigan
$232K +$33.6K +736 +17%
SAM
260
Synergy Asset Management
Washington
$228K +$228K +4,987 New
FLI
261
Family Legacy Inc
South Carolina
$225K -$960 -21 -0.4%
RFS
262
Richardson Financial Services
Massachusetts
$221K -$1.37K -30 -0.6%
HP
263
Hyperion Partners
Pennsylvania
$221K +$221K +4,831 New
EFG
264
Ehrlich Financial Group
California
$219K +$219K +4,789 New
SI
265
Stephens Inc
Arkansas
$211K +$211K +4,616 New
FCA
266
FLC Capital Advisors
California
$205K – – –
AF
267
Allworth Financial
California
$200K -$4.25K -92 -2%
CA
268
Continuum Advisory
Idaho
$196K -$46.5K -1,017 -19%
ACM
269
Anfield Capital Management
California
$184K – – –
US Bancorp
270
US Bancorp
Minnesota
$162K +$6.95K +152 +4%
NS
271
NBC Securities
Alabama
$157K +$1.73K +38 +1%
GRP
272
Global Retirement Partners
California
$153K -$17.3K -378 -10%
LFASL
273
Lugano Financial Advisors SA (LFA)
Switzerland
$149K – – –
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$121K -$19.9K -435 -14%
RFA
275
Register Financial Advisors
Georgia
$115K +$115K +2,513 New
9 10
11
12 13