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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
326
BlackRock
New York
$11.3K +$11.3K +244 New
AG
327
AmeriFlex Group
Nevada
$10.5K +$10.4K +226 New
GSWM
328
Golden State Wealth Management
California
$10.4K +$10.4K +225 New
IWM
329
IMG Wealth Management
Florida
$9.29K +$9.29K +201 New
CHC
330
City Holding Co
West Virginia
$9.25K
RFA
331
Reyes Financial Architecture
California
$9.25K +$9.24K +200 New
TWM
332
Topsail Wealth Management
North Carolina
$9.25K +$9.24K +200 New
DWM
333
Darwin Wealth Management
Florida
$9.07K
S
334
Sachetta
Massachusetts
$8.93K +$139 +3 +2%
1IA
335
1620 Investment Advisors
Massachusetts
$8.28K
BCMLT
336
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.49K
TAM
337
Tucker Asset Management
Colorado
$7.21K
National Bank of Canada
338
National Bank of Canada
Quebec, Canada
$6.52K +$6.52K +141 New
T
339
Transce3nd
Texas
$5.69K +$5.68K +123 New
PA
340
Parallel Advisors
California
$5.41K +$5.41K +117 New
SIM
341
Synergy Investment Management
Florida
$5.19K +$5.22K +113 New
PP
342
Pacifica Partners
Canada
$4.44K
CFFP
343
Center for Financial Planning
Michigan
$3.24K
FFA
344
Founders Financial Alliance
North Carolina
$2.64K
AWM
345
AllSquare Wealth Management
New York
$2.22K
SSB
346
Sandy Spring Bank
Maryland
$1.8K
AA
347
Ancora Advisors
Ohio
$1.06K +$1.06K +23 New
RCM
348
Raleigh Capital Management
North Carolina
$823 +$46 +1 +6%
NMG
349
New Millennium Group
Utah
$740
Q1WB
350
Quest 10 Wealth Builders
Virginia
$546 +$555 +12 New

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.