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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 %
AG
326
AmeriFlex Group
Nevada
$10.5K +$10.5K +226 New
GSWM
327
Golden State Wealth Management
California
$10.4K +$10.4K +225 New
IWM
328
IMG Wealth Management
Florida
$9.29K +$9.29K +201 New
CHC
329
City Holding Co
West Virginia
$9.25K – – –
TWM
330
Topsail Wealth Management
North Carolina
$9.25K +$9.25K +200 New
RFA
331
Reyes Financial Architecture
California
$9.25K +$9.25K +200 New
DWM
332
Darwin Wealth Management
Florida
$9.07K – – –
S
333
Sachetta
Massachusetts
$8.93K +$139 +3 +2%
1IA
334
1620 Investment Advisors
Massachusetts
$8.28K – – –
BCMLT
335
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.49K – – –
TAM
336
Tucker Asset Management
Colorado
$7.21K – – –
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$6.52K +$6.52K +141 New
T
338
Transce3nd
Texas
$5.69K +$5.69K +123 New
PA
339
Parallel Advisors
California
$5.41K +$5.41K +117 New
SIM
340
Synergy Investment Management
Florida
$5.19K +$5.19K +113 New
PP
341
Pacifica Partners
Canada
$4.44K – – –
CFFP
342
Center for Financial Planning
Michigan
$3.24K – – –
FFA
343
Founders Financial Alliance
North Carolina
$2.64K – – –
AWM
344
AllSquare Wealth Management
New York
$2.22K – – –
SSB
345
Sandy Spring Bank
Maryland
$1.8K – – –
AA
346
Ancora Advisors
Ohio
$1.06K +$1.06K +23 New
RCM
347
Raleigh Capital Management
North Carolina
$823 +$46 +1 +6%
NMG
348
New Millennium Group
Utah
$740 – – –
Q1WB
349
Quest 10 Wealth Builders
Virginia
$546 +$546 +12 New
NS
350
NBC Securities
Alabama
$171 -$210K -3,678 -100%
12 13
14
15 16