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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
MWM
276
Meridian Wealth Management
Kentucky
$226K -$52.4K -1,134 -19%
RFS
277
Richardson Financial Services
Massachusetts
$224K
IWM
278
IHT Wealth Management
Illinois
$219K +$219K +4,742 New
CF
279
Centaurus Financial
California
$217K -$63.1K -1,366 -23%
IA
280
Insight Advisors
Pennsylvania
$210K -$6.93K -150 -3%
FCA
281
FLC Capital Advisors
California
$210K +$209K +4,533 New
BEI
282
Benjamin Edwards Inc
Missouri
$203K -$520K -11,241 -72%
OFS
283
OneAscent Financial Services
Alabama
$203K +$203K +4,394 New
RIS
284
Richmond Investment Services
Wisconsin
$201K +$201K +4,354 New
CA
285
Continuum Advisory
Idaho
$199K
US Bancorp
286
US Bancorp
Minnesota
$177K +$9.29K +201 +6%
ACM
287
Anfield Capital Management
California
$158K
LFASL
288
Lugano Financial Advisors SA (LFA)
Switzerland
$151K
BNP Paribas Financial Markets
289
BNP Paribas Financial Markets
France
$148K +$148K +3,207 New
GRP
290
Global Retirement Partners
California
$137K +$29.3K +635 +27%
SWM
291
Spire Wealth Management
Virginia
$132K -$507K -10,967 -79%
RFA
292
Register Financial Advisors
Georgia
$120K +$1.71K +37 +1%
CWM
293
Consultiva Wealth Management
Puerto Rico
$100K
MAS
294
MPWM Advisory Solutions
Georgia
$95.3K +$95.3K +2,061 New
HGERS
295
Householder Group Estate & Retirement Specialist
Arizona
$95K +$1.57K +34 +2%
SS
296
Sunbelt Securities
Texas
$86.1K +$16.1K +349 +23%
TCOV
297
Trust Company of Vermont
Vermont
$81.4K
CA
298
CoreCap Advisors
Michigan
$61.8K -$1.92M -41,448 -97%
WWP
299
WR Wealth Planners
Missouri
$55.9K +$971 +21 +2%
PMFA
300
Plante Moran Financial Advisors
Michigan
$48.6K

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.