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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 %
GAA
26
Global Assets Advisory
Florida
$10.3M 476,116 +465,806 +4,518%
TWP
27
Tower Wealth Partners
Pennsylvania
$9.14M 197,725 +5,819 +3%
NA
28
NewEdge Advisors
Louisiana
$9.03M 195,501 +15,975 +9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$8.7M 188,331 -52,193 -22%
CCIA
30
Cherry Creek Investment Advisors
Colorado
$8.5M 183,863 +5,415 +3%
PCM
31
Presidio Capital Management
California
$8.23M 178,060 +22,273 +14%
RA
32
RFG Advisory
Alabama
$7.66M 165,796 +12,075 +8%
Jane Street
33
Jane Street
New York
$7.52M 162,776 -1,237,293 -88%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$7.11M 153,859 -138,680 -47%
CAN
35
Cetera Advisor Networks
California
$6.89M 149,208 -51 -0%
NP
36
Nilsine Partners
Colorado
$6.71M 145,187 +3,084 +2%
EWM
37
Empirical Wealth Management
Washington
$6.37M 137,817 -8,541 -6%
CPIG
38
Chicago Partners Investment Group
Illinois
$6.33M 137,423 +8,818 +7%
LSPW
39
Lake Street Private Wealth
Illinois
$6.16M 133,265 +6,413 +5%
LHA
40
Little Harbor Advisors
Massachusetts
$6.13M 132,551 -2,651 -2%
CA
41
Cetera Advisors
Colorado
$5.92M 128,029 +47,090 +58%
LIG
42
Lokken Investment Group
Delaware
$5.89M 127,409 -1,391 -1%
RA
43
RiverTree Advisors
Florida
$5.88M 127,153 -470 -0.4%
RFWA
44
RPg Family Wealth Advisory
Massachusetts
$5.71M 123,616 +5,741 +5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$5.71M 123,596 -30,736 -20%
PFS
46
Prospera Financial Services
Texas
$5.71M 123,511 -5,861 -5%
AWM
47
Accel Wealth Management
Iowa
$5.66M 122,477 +70 +0.1%
SPIA
48
Steward Partners Investment Advisory
New York
$5.55M 120,201 +16,112 +15%
MHB
49
Midwest Heritage Bank
Iowa
$5.36M 115,951 +18,315 +19%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$5.35M 115,786 +33,185 +40%
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