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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
251
Southland Equity Partners
Missouri
$296K -$4.76K -103 -2%
RIA
252
Realta Investment Advisors
Delaware
$291K +$291K +6,288 New
SFG
253
SevenBridge Financial Group
Pennsylvania
$289K
AO
254
Advisor OS
Illinois
$284K -$14.7K -317 -5%
NB
255
NBT Bank
New York
$281K
AWA
256
Arkadios Wealth Advisors
Georgia
$279K -$5.22K -113 -2%
UCFA
257
United Capital Financial Advisors
Texas
$276K -$67.2K -1,453 -20%
BJL
258
Brighton Jones LLC
Washington
$271K +$49.6K +1,073 +22%
MWA
259
Merkkuri Wealth Advisors
New York
$269K +$370 +8 +0.1%
SWP
260
Summit Wealth Partners
Florida
$263K
PI
261
PFG Investments
New York
$263K +$31.8K +687 +14%
LIG
262
Lokken Investment Group
Delaware
$263K
SI
263
Stephens Inc
Arkansas
$261K +$33.7K +730 +15%
CW
264
CreativeOne Wealth
Kansas
$259K +$1.43K +31 +0.6%
PIA
265
Perennial Investment Advisors
California
$247K +$924 +20 +0.4%
PIA
266
Pinion Investment Advisors
Kansas
$246K
JCM
267
Jacobi Capital Management
Pennsylvania
$244K +$4.39K +95 +2%
PPWM
268
Perissos Private Wealth Management
Oklahoma
$240K +$240K +5,192 New
PAM
269
PVG Asset Management
Colorado
$239K +$239K +5,170 New
FA
270
Fermata Advisors
California
$239K +$239K +5,167 New
IWA
271
Inspirion Wealth Advisors
Illinois
$234K
PAS
272
PKS Advisory Services
New York
$232K +$232K +5,024 New
IWA
273
Icon Wealth Advisors
Texas
$229K +$229K +4,948 New
AFP
274
Ausdal Financial Partners
Iowa
$229K +$229K +4,947 New
FLI
275
Family Legacy Inc
South Carolina
$227K +$416 +9 +0.2%

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.