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

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$376K
2
Truist Financial
2
Truist Financial
North Carolina
$3.29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
251
Realta Investment Advisors
Delaware
$291K +$291K +6,288 New
SFG
252
SevenBridge Financial Group
Pennsylvania
$289K – – –
AO
253
Advisor OS
Illinois
$284K -$14.7K -317 -5%
NB
254
NBT Bank
New York
$281K – – –
AWA
255
Arkadios Wealth Advisors
Georgia
$279K -$5.23K -113 -2%
UCFA
256
United Capital Financial Advisors
Texas
$276K -$67.2K -1,453 -20%
BJL
257
Brighton Jones LLC
Washington
$271K +$49.6K +1,073 +22%
MWA
258
Merkkuri Wealth Advisors
New York
$269K +$370 +8 +0.1%
SWP
259
Summit Wealth Partners
Florida
$263K – – –
PI
260
PFG Investments
New York
$263K +$31.8K +687 +14%
LIG
261
Lokken Investment Group
Delaware
$263K – – –
SI
262
Stephens Inc
Arkansas
$261K +$33.8K +730 +15%
CW
263
CreativeOne Wealth
Kansas
$259K +$1.43K +31 +0.6%
PIA
264
Perennial Investment Advisors
California
$247K +$925 +20 +0.4%
PIA
265
Pinion Investment Advisors
Kansas
$246K – – –
JCM
266
Jacobi Capital Management
Pennsylvania
$244K +$4.39K +95 +2%
PPWM
267
Perissos Private Wealth Management
Oklahoma
$240K +$240K +5,192 New
PAM
268
PVG Asset Management
Colorado
$239K +$239K +5,170 New
FA
269
Fermata Advisors
California
$239K +$239K +5,167 New
IWA
270
Inspirion Wealth Advisors
Illinois
$234K – – –
PAS
271
PKS Advisory Services
New York
$232K +$232K +5,024 New
IWA
272
Icon Wealth Advisors
Texas
$229K +$229K +4,948 New
AFP
273
Ausdal Financial Partners
Iowa
$229K +$229K +4,947 New
FLI
274
Family Legacy Inc
South Carolina
$227K +$417 +9 +0.2%
MWM
275
Meridian Wealth Management
Kentucky
$226K -$52.4K -1,134 -19%
9 10
11
12 13