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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

330 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, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
4.8%
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
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$51.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$42M
3
Morgan Stanley
3
Morgan Stanley
New York
$213M
4
BCM
4
Brookstone Capital Management
Illinois
$7.64M
5
HTI
5
Hikari Tsushin Inc
Japan
$23.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$97.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.29M
3
GAA
3
Global Assets Advisory
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
301
Hershey Financial Advisers
Pennsylvania
$13.8K +$13.8K +302 New
TSMHT
302
Thurston Springer Miller Herd & Titak
Indiana
$12.7K +$12.7K +277 New
CJ
303
Caitlin John
Michigan
$12.3K +$1.33K +29 +12%
William Blair & Company
304
William Blair & Company
Illinois
$11K +$91 +2 +0.8%
CB
305
Chris Bulman
California
$9.74K +$9.74K +213 New
CHC
306
City Holding Co
West Virginia
$9.14K -$12.9K -282 -59%
GI
307
Gradient Investments
Minnesota
$9.05K +$9.05K +198 New
S
308
Sachetta
Massachusetts
$8.71K -$52.6K -1,141 -86%
1IA
309
1620 Investment Advisors
Massachusetts
$8.18K +$8.18K +179 New
PCM
310
Penserra Capital Management
California
$8K +$370 +8 +5%
RWMG
311
Redwood Wealth Management Group
New Jersey
$7.82K +$7.82K +171 New
BCMLT
312
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.41K +$2.38K +52 +47%
DFA
313
DHJJ Financial Advisors
Illinois
$7.36K +$46 +1 +0.6%
TAM
314
Tucker Asset Management
Colorado
$7.13K +$503 +11 +8%
OWA
315
Opal Wealth Advisors
New York
$6.13K +$6.13K +134 New
PP
316
Pacifica Partners
Canada
$4.4K – – –
CFFP
317
Center for Financial Planning
Michigan
$3.2K – – –
FHC
318
First Heartland Consultants
Missouri
$2.49K +$8 +171 +0.3%
AWM
319
AllSquare Wealth Management
New York
$2.19K – – –
Toronto Dominion Bank
320
Toronto Dominion Bank
Ontario, Canada
$1.83K +$914 +20 +100%
SSB
321
Sandy Spring Bank
Maryland
$1.78K – – –
PA
322
Parallel Advisors
California
$1.23K +$1.23K +27 New
BNP Paribas Financial Markets
323
BNP Paribas Financial Markets
France
$1.14K -$902K -19,723 -100%
TFGT
324
TS Financial Group (TSFG)
Illinois
$1K – – –
NMG
325
New Millennium Group
Utah
$823 +$823 +18 New
11 12
13
14 15