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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 %
RFS
276
Richardson Financial Services
Massachusetts
$224K – – –
IWM
277
IHT Wealth Management
Illinois
$219K +$219K +4,742 New
CF
278
Centaurus Financial
California
$217K -$63.2K -1,366 -23%
IA
279
Insight Advisors
Pennsylvania
$210K -$6.94K -150 -3%
FCA
280
FLC Capital Advisors
California
$210K +$210K +4,533 New
BEI
281
Benjamin Edwards Inc
Missouri
$203K -$520K -11,241 -72%
OFS
282
OneAscent Financial Services
Alabama
$203K +$203K +4,394 New
RIS
283
Richmond Investment Services
Wisconsin
$201K +$201K +4,354 New
CA
284
Continuum Advisory
Idaho
$199K – – –
US Bancorp
285
US Bancorp
Minnesota
$177K +$9.29K +201 +6%
ACM
286
Anfield Capital Management
California
$158K – – –
LFASL
287
Lugano Financial Advisors SA (LFA)
Switzerland
$151K – – –
BNP Paribas Financial Markets
288
BNP Paribas Financial Markets
France
$148K +$148K +3,207 New
GRP
289
Global Retirement Partners
California
$137K +$29.4K +635 +27%
SWM
290
Spire Wealth Management
Virginia
$132K -$507K -10,967 -79%
RFA
291
Register Financial Advisors
Georgia
$120K +$1.71K +37 +1%
CWM
292
Consultiva Wealth Management
Puerto Rico
$100K – – –
MAS
293
MPWM Advisory Solutions
Georgia
$95.3K +$95.3K +2,061 New
HGERS
294
Householder Group Estate & Retirement Specialist
Arizona
$95K +$1.57K +34 +2%
SS
295
Sunbelt Securities
Texas
$86.1K +$16.1K +349 +23%
TCOV
296
Trust Company of Vermont
Vermont
$81.4K – – –
CA
297
CoreCap Advisors
Michigan
$61.8K -$1.92M -41,448 -97%
WWP
298
WR Wealth Planners
Missouri
$55.9K +$971 +21 +2%
PMFA
299
Plante Moran Financial Advisors
Michigan
$48.6K – – –
AIC
300
Archer Investment Corporation
Indiana
$46.2K – – –
10 11
12
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