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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
RFA
276
Register Financial Advisors
Georgia
$115K +$116K +2,513 New
GM
277
GeoWealth Management
Illinois
$113K -$1.11K -24 -1%
CWM
278
Consultiva Wealth Management
Puerto Rico
$99.3K
Jones Financial Companies
279
Jones Financial Companies
Missouri
$93.6K +$89.6K +1,944 +1,869%
HGERS
280
Householder Group Estate & Retirement Specialist
Arizona
$91K +$1.48K +32 +2%
BlackRock
281
BlackRock
New York
$71.4K +$72K +1,561 New
SS
282
Sunbelt Securities
Texas
$68.6K +$277 +6 +0.4%
CAM
283
Creekmur Asset Management
Illinois
$64.8K +$5.99K +130 +10%
ACA
284
Aptus Capital Advisors
Alabama
$58.4K
GWANC
285
Guardian Wealth Advisors (North Carolina)
North Carolina
$58.4K
GJWM
286
Gilliland Jeter Wealth Management
Arkansas
$56.3K +$323 +7 +0.6%
PMFA
287
Plante Moran Financial Advisors
Michigan
$48K
RCM
288
Raleigh Capital Management
North Carolina
$46.5K +$876 +19 +2%
AIC
289
Archer Investment Corporation
Indiana
$45.7K
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$45.7K +$46.1K +1,000 New
FHA
291
First Horizon Advisors
Tennessee
$38.5K +$231 +5 +0.6%
T
292
Tidemark
California
$32.5K
LFG
293
Larson Financial Group
Missouri
$27.4K +$27.7K +600 New
BCWM
294
Bartlett & Co Wealth Management
Ohio
$24.9K
SFC
295
Strategic Financial Concepts
Texas
$23K +$494K +10,705 New
AIM
296
Astor Investment Management
Illinois
$22.7K +$22.9K +496 New
VAG
297
VisionPoint Advisory Group
Texas
$18.7K
BAM
298
Belpointe Asset Management
Nevada
$17.6K +$17.8K +386 New
RIL
299
Rothschild Investment LLC
Illinois
$16.5K
FCA
300
FinTrust Capital Advisors
South Carolina
$14.4K

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.