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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 %
MWM
326
Meridian Wealth Management
Kentucky
– – -16,783 Closed
OMC
327
Old Mission Capital
Illinois
– – -13,035 Closed
CCM
328
Crabel Capital Management
California
– – -11,307 Closed
WEG
329
World Equity Group
Illinois
– – -10,016 Closed
CWA
330
Clarus Wealth Advisors
Arizona
– – -8,024 Closed
NLP
331
Next Level Private
New York
– – -6,399 Closed
CAM
332
Concorde Asset Management
Michigan
– – -5,783 Closed
IWM
333
IHT Wealth Management
Illinois
– – -5,628 Closed
TWM
334
Tanager Wealth Management
United Kingdom
– – -5,386 Closed
ZF
335
Zega Financial
Florida
– – -5,218 Closed
CWM
336
Cranbrook Wealth Management
Michigan
– – -2,671 Closed
AAM
337
Advisors Asset Management
Colorado
– – -1,290 Closed
SFA
338
Semmax Financial Advisors
North Carolina
– – -930 Closed
WT
339
Whittier Trust
California
– – -779 Closed
VL
340
Vima LLC
Michigan
– – -416 Closed
RCM
341
Richardson Capital Management
Wisconsin
– – -174 Closed
CTA
342
Colonial Trust Advisors
South Carolina
– – -111 Closed
AWM
343
Abound Wealth Management
Tennessee
– – -52 Closed
TSWM
344
Tyler-Stone Wealth Management
Ohio
– – -21 Closed
NMG
345
New Millennium Group
Utah
– – -21 Closed
CIA
346
Cape Investment Advisory
Georgia
– – -5 Closed
NFA
347
Northwest Financial Advisors
Virginia
– – – –
10 11 12 13
14