FTSL icon

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 %
AF
301
Allworth Financial
California
$46.2K – – –
SS
302
SBI Securities
Japan
$36.5K +$36.5K +789 New
DFA
303
DHJJ Financial Advisors
Illinois
$35.8K +$28.3K +611 +377%
T
304
Tidemark
California
$32.8K – – –
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$32.4K +$32.4K +700 New
MIFH
306
Migdal Insurance & Financial Holdings
Israel
$32K -$7.31K -160 -19%
Qube Research & Technologies (QRT)
307
Qube Research & Technologies (QRT)
United Kingdom
$30.9K -$96.9K -2,095 -76%
LFG
308
Larson Financial Group
Missouri
$27.7K – – –
BCWM
309
Bartlett & Co Wealth Management
Ohio
$25.2K – – –
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$24.6K +$24.6K +531 New
AA
311
AlphaMark Advisors
Kentucky
$24K +$24K +515 New
KIM
312
Kestra Investment Management
Texas
$20.4K +$20.4K +441 New
PSFG
313
Park Square Financial Group
Georgia
$20.1K +$20.1K +435 New
ACA
314
Aptus Capital Advisors
Alabama
$18.5K – – –
GWANC
315
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.5K – – –
FHA
316
First Horizon Advisors
Tennessee
$18.1K -$11.8K -256 -40%
RIL
317
Rothschild Investment LLC
Illinois
$16.7K – – –
EB
318
Eastern Bank
Massachusetts
$15.6K – – –
CAM
319
Creekmur Asset Management
Illinois
$15.2K -$2.36K -51 -13%
PB
320
Pinnacle Bancorp
Nebraska
$15.1K +$15.1K +327 New
TSMHT
321
Thurston Springer Miller Herd & Titak
Indiana
$12.8K – – –
MEG
322
Millstone Evans Group
Colorado
$12.8K +$12.8K +276 New
CJ
323
Caitlin John
Michigan
$12.2K -$46 -1 -0.4%
William Blair & Company
324
William Blair & Company
Illinois
$11.5K +$139 +3 +1%
BlackRock
325
BlackRock
New York
$11.3K +$11.3K +244 New
11 12
13
14 15