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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

315 hedge funds and large institutions have $1.56B invested in First Trust Senior Loan Fund ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 136 reducing their positions, and 30 closing their positions.

Holders
315
Holders Change
-8
Holders Change %
-2.48%
% of All Funds
4.57%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
122
Reduced
136
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.1M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$43.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.9M
4
GAA
4
Global Assets Advisory
Florida
$10.3M
5
OCM
5
One Capital Management
California
$60.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
Bank of America
2
Bank of America
North Carolina
$90.6M
3
Jane Street
3
Jane Street
New York
$7.52M
4
WWM
4
Wagner Wealth Management
South Carolina
$2.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$88.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
301
Tucker Asset Management
Colorado
$6.7K 145 +145 New
BCMLT
302
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.08K 110 – –
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$5.04K 109 -143 -57%
Jones Financial Companies
304
Jones Financial Companies
Missouri
$4.81K 104 +104 New
PP
305
Pacifica Partners
Canada
$4.41K 96 – –
CFFP
306
Center for Financial Planning
Michigan
$3.24K 70 -43 -38%
FFA
307
Farther Finance Advisors
California
$3.23K 70 – –
TRCT
308
Tower Research Capital (TRC)
New York
$2.45K 53 +34 +179%
AWM
309
AllSquare Wealth Management
New York
$2.22K 48 – –
SSB
310
Sandy Spring Bank
Maryland
$1.8K 39 – –
TFGT
311
TS Financial Group (TSFG)
Illinois
$1K 28 -1,565 -98%
Toronto Dominion Bank
312
Toronto Dominion Bank
Ontario, Canada
$924 20 +20 New
FIM
313
FWL Investment Management
Texas
$323 7 – –
AWM
314
Avior Wealth Management
Nebraska
$100 100 – –
Fidelity Investments
315
Fidelity Investments
Massachusetts
$46 1 -6 -86%
HNB
316
Huntington National Bank
Ohio
– – – –
AWM
317
Axxcess Wealth Management
California
– – -153,025 Closed
CCA
318
Cottonwood Capital Advisors
Utah
– – -86,282 Closed
SAG
319
SageView Advisory Group
California
– – -76,983 Closed
AWM
320
AE Wealth Management
Kansas
– – -62,520 Closed
PAG
321
Private Advisory Group
Washington
– – -43,272 Closed
LCWP
322
Legacy Capital Wealth Partners
Arkansas
– – -42,459 Closed
FTUS
323
Flow Traders U.S.
New York
– – -27,867 Closed
Citadel Advisors
324
Citadel Advisors
Florida
– – -27,181 Closed
AP
325
Americana Partners
Texas
– – -21,012 Closed
10 11 12
13
14