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First Trust Senior Loan Fund ETF

331 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, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
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
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$270K +$41.5K +901 +18%
AAP
252
Arax Advisory Partners
Colorado
$262K +$90.3K +1,958 +52%
SWP
253
Summit Wealth Partners
Florida
$260K -$7.05K -153 -3%
AWA
254
Acorn Wealth Advisors
Michigan
$259K -$6.5K -141 -2%
MWA
255
Merkkuri Wealth Advisors
New York
$250K +$251K +5,442 New
PIA
256
Perennial Investment Advisors
California
$247K -$51.1K -1,109 -17%
PIA
257
Pinion Investment Advisors
Kansas
$244K
GC
258
Grimes & Company
Massachusetts
$243K -$66.3K -1,439 -21%
JCM
259
Jacobi Capital Management
Pennsylvania
$232K -$6.46K -140 -3%
LI
260
LVZ Inc
Michigan
$232K +$33.9K +736 +17%
SAM
261
Synergy Asset Management
Washington
$228K +$230K +4,987 New
FLI
262
Family Legacy Inc
South Carolina
$225K -$968 -21 -0.4%
RFS
263
Richardson Financial Services
Massachusetts
$221K -$1.38K -30 -0.6%
HP
264
Hyperion Partners
Pennsylvania
$221K +$223K +4,831 New
EFG
265
Ehrlich Financial Group
California
$219K +$221K +4,789 New
SI
266
Stephens Inc
Arkansas
$211K +$213K +4,616 New
FCA
267
FLC Capital Advisors
California
$205K
AF
268
Allworth Financial
California
$200K -$4.24K -92 -2%
CA
269
Continuum Advisory
Idaho
$196K -$46.9K -1,017 -19%
ACM
270
Anfield Capital Management
California
$184K
US Bancorp
271
US Bancorp
Minnesota
$162K +$7.01K +152 +4%
NS
272
NBC Securities
Alabama
$157K +$1.75K +38 +1%
GRP
273
Global Retirement Partners
California
$153K -$17.4K -378 -10%
LFASL
274
Lugano Financial Advisors SA (LFA)
Switzerland
$149K
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
$121K -$20.1K -435 -14%

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.