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First Trust Senior Loan Fund ETF
FTSL

Overview Fund Activity

320 hedge funds and large institutions have $1.48B invested in First Trust Senior Loan Fund ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-10
Holders Change %
-3.03%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
30
Increased
117
Reduced
136
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.78M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.81M
3
OMC
Old Mission Capital
Illinois
$7.9M
4
CICC
Capital Investment Counsel (Colorado)
Colorado
$6.44M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$179M
2
LPL Financial
LPL Financial
California
$71.1M
3
OCM
One Capital Management
California
$45.7M
4
KAS
Kestra Advisory Services
Texas
$3.81M
5
CCIA
Cherry Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
326
Hilton Capital Management
New York
– -$1.12M -24,530 Closed
WA
327
WESPAC Advisors
California
– -$985K -21,554 Closed
IWM
328
Iams Wealth Management
Nebraska
– -$953K -20,850 Closed
GPW
329
Gentry Private Wealth
Kansas
– -$795K -17,394 Closed
GS
330
GTS Securities
New York
– -$713K -15,592 Closed
RIA
331
Realta Investment Advisors
Delaware
– -$708K -15,489 Closed
VAS
332
Vestmark Advisory Solutions
Massachusetts
– -$591K -12,937 Closed
SFC
333
Strategic Financial Concepts
Texas
– -$23K -10,705 Closed
IA
334
IFG Advisory
Georgia
– -$371K -8,121 Closed
FH
335
FWG Holdings
Florida
– -$330K -7,183 Closed
PWM
336
Perigon Wealth Management
California
– -$302K -6,608 Closed
IWM
337
IHT Wealth Management
Illinois
– -$296K -6,484 Closed
ACM
338
AlphaStar Capital Management
North Carolina
– -$526K -6,264 Closed
LI
339
LVZ Inc
Michigan
– -$232K -5,074 Closed
EFG
340
Ehrlich Financial Group
California
– -$219K -4,789 Closed
FCA
341
FLC Capital Advisors
California
– -$205K -4,480 Closed
GM
342
GeoWealth Management
Illinois
– -$113K -2,472 Closed
BlackRock
343
BlackRock
New York
– -$71.4K -1,561 Closed
FMII
344
Farmers & Merchants Investments Inc
Nebraska
– -$45.7K -1,000 Closed
VAG
345
VisionPoint Advisory Group
Texas
– -$18.7K -410 Closed
CB
346
Chris Bulman
California
– -$9.74K -213 Closed
GI
347
Gradient Investments
Minnesota
– -$9.05K -198 Closed
PCM
348
Penserra Capital Management
California
– -$8K -173 Closed
RWMG
349
Redwood Wealth Management Group
New Jersey
– -$7.82K -171 Closed
OWA
350
Opal Wealth Advisors
New York
– -$6.13K -134 Closed
11 12 13
14
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