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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$12.3M -$1.05M -22,627 -8%
FPW
27
Fairvoy Private Wealth
Alabama
$11.9M +$11.9M +257,116 New
TWP
28
Tower Wealth Partners
Pennsylvania
$11.5M +$666K +14,402 +6%
JP Morgan Chase
29
JP Morgan Chase
New York
$9.98M +$1.09M +23,692 +12%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$9.56M +$3.32M +71,847 +53%
IWC
31
Integrated Wealth Concepts
Massachusetts
$9.48M +$8.8M +190,434 +1,301%
NA
32
NewEdge Advisors
Louisiana
$8.99M -$907K -19,636 -9%
RA
33
RFG Advisory
Alabama
$8.32M +$62K +1,341 +0.8%
PVI
34
Pine Valley Investments
New Jersey
$7.94M +$1.6M +34,548 +25%
NP
35
Nilsine Partners
Colorado
$7.62M +$642K +13,894 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.52M +$567K +12,261 +8%
AWM
37
Adams Wealth Management
Utah
$7.12M +$1.55M +33,589 +28%
CI
38
CacheTech Inc
Utah
$7.12M +$1.55M +33,589 +28%
CPIG
39
Chicago Partners Investment Group
Illinois
$7.04M -$508 -11 -0%
LHA
40
Little Harbor Advisors
Massachusetts
$6.99M +$367K +7,950 +6%
CIA
41
Concurrent Investment Advisors
Florida
$6.56M +$488K +10,559 +8%
MML Investors Services
42
MML Investors Services
Massachusetts
$6.47M +$2.22M +48,116 +52%
MHFA
43
Mission Hills Financial Advisory
California
$6.34M +$949K +20,540 +18%
RFWA
44
RPg Family Wealth Advisory
Massachusetts
$6.3M +$368K +7,967 +6%
LSPW
45
Lake Street Private Wealth
Illinois
$6.3M -$316K -6,845 -5%
BCM
46
Brookstone Capital Management
Illinois
$6.29M -$87K -1,882 -1%
EWM
47
Empirical Wealth Management
Washington
$6.21M -$240K -5,184 -4%
CCFM
48
Clear Creek Financial Management
Washington
$6.06M +$8.09K +175 +0.1%
RA
49
RiverTree Advisors
Florida
$5.9M -$37.8K -818 -0.6%
PFS
50
Prospera Financial Services
Texas
$5.76M +$79.5K +1,720 +1%

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.